Kathy L. Wunderli

Partner
Wunderli Kathy

Kathy Wunderli represents high-net-worth families and individuals, closely held business owners, business managers, accountants, and nonprofits on a wide range of tax matters, including estate planning, probate and trust administration, and pre-marital, post-marital, and transmutation agreements. Kathy's sophisticated estate planning practice includes advising trustees and personal representatives with respect to the administration of trusts and estates.

Her extensive experience with complex cross-border estate planning and marital agreements contributes to seamless planning and her ability to advise clients in a nonadversarial manner.

Kathy also advises public charities and private foundations regarding the formation and maintenance of tax-exempt status.

Insights

Credentials
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Education

  • J.D. Georgetown University Law Center 2000
  • B.A. Brigham Young University 1997

Bar Admissions

  • California