Katherine E. Cauley
Partner, Trusts & Estates and Private Wealth Planning Practices Leader
Areas of Practice
Admissions
- New York
Education
Canisius College, B.A., Cum Laude
University at Buffalo School of Law, J.D., Magna Cum Laude
Kathy is the leader of both the Trusts & Estates Practice and the Private Wealth Planning Practice. She concentrates her practice in all aspects of tax and estate planning and administration, private foundations and charitable giving, trust administration, Canada/U.S. cross-border tax and estate planning, and business succession planning.
Kathy exclusively practices U.S. law and is admitted to practice in New York.
Honors
- Listed, Best Lawyers in America (Trusts and Estates) 2012 - 2019
News
- Press Release, August 15, 2018
- Press Release, August 15, 2017
- News Release, August 18, 2016
- Press Release, August 17, 2015
- August 28, 2013
- August 30, 2012
- In the Spotlight: Katherine CauleyBuffalo Business First, April 20, 2012
- April 12, 2012
- Buffalo News, August 2, 2010
- January 26, 2009
Presentations
- Buffalo, New York, April 3, 2019
- Buffalo, New York, February 26, 2019
- Women in Leadership LuncheonNorthrup Grumman, May 24, 2018
- January & February 2017
- Boca Raton, Naples, & Palm Beach Florida, January & February 2016
- Oakville, ON, September 24, 2015
- Florida, February 2015
- New York State Bar Association Trusts & Estates Section Annual MeetingMay 1, 2014
- STEP NYC/Toronto Webinar: Canadian & U.S. Tax IssuesFebruary 27, 2014
- Palm Beach & Naples, FL, January & February 2014
- Hamilton, ON, June 5, 2013
- ALI Webcast: Multistate Estate and Gift PlanningApril 23, 2013
- Palm Beach & Naples, FL, January & February 2013
- 15th Annual Law Society of Upper Canada Estates and Trusts Summit: U.S. Income & Transfer Tax Implications of a Canadian Freeze TransactionToronto, ON, November 14 & 15, 2012
- June & July 2012
- Palm Beach & Naples, FL, January & February 2012
- Toronto, ON, November 18, 2010
- 13th Annual Law Society of Upper Canada Estates and Trusts Summit: Cross-Border Estate PlanningToronto, ON, November 17 & 18, 2010
- Charitable Giving Options: A Seminar for Members of the Women’s Committee of the Central Park ConservancyNew York, NY, November 9, 2009
- Toronto, ON, October 29, 2009
Publications
- State and Local Tax Alert, January 16, 2019
- Estates and Trusts Alert, December 27, 2017
- Hodgson Russ Newsletter, April 12, 2017
- Estate Planning Alert, August 18, 2016
- Taxation of Distributions From Qualified PlansWarren, Gorham, and LamontRIA Group
- Lawyers Weekly, May 23, 2014
- JD Supra, April 4, 2014
- JD Supra, January 28, 2014
- Broadening New York's Decanting StatuteNew York Law Journal, September 2011
- Lawyers Weekly, May 9, 2008
Community & Pro Bono
- SPCA Serving Erie County board of directors