Katherine E. Cauley
Partner, Trusts & Estates and Private Wealth Planning Practices Leader
Areas of Practice
Admissions
- New York
Education
B.A., cum laude, Canisius College
J.D., magna cum laude, University at Buffalo School of Law
Kathy is the leader of both the Estates & Trusts Practice Group and the Private Wealth Planning Practice Group. 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.
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
- 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
- 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