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GDHM Welcomes Kerry Ugarte

GDHM Welcomes Kerry Ugarte

Kerry Ugarte joins the firm's trusts and estate planning section.

 

Kerry focuses her practice on trusts and estate planning and estate administration. She especially enjoys the personal interaction with multiple generations of family members that estate law affords.

 

She works with families in drafting life insurance trusts, special needs trusts, revocable trusts, tax-planned wills and simple wills. Estate planning draws from her background in estate tax planning, particularly in crafting family partnership agreements and limited liability company operating agreements as well as gifting programs.

Jun 01, 2012