Katie A. James
Associate
Areas of Practice
Trust & Estate Planning & Administration
Education
University of Central Florida, B.S., Education
Penn State Dickinson Law, J.D.
Trust & Estate Planning & Administration
University of Central Florida, B.S., Education
Penn State Dickinson Law, J.D.
Katie James assists individuals and families in creating and implementing estate plans tailored to their unique needs and goals. She guides clients through the process of protecting and transferring their assets, minimizing tax burdens, and providing confidence that their wishes will be carried out.
Ms. James also supports fiduciaries and families through the estate and trust administration process, offering guidance during what is often a difficult and complex time.
Ms. James is licensed to practice in:
Ms. James is affiliated with the following professional associations: