Overview
Katherine "Katie" McAllister counsels high net worth individuals and families on estate planning, estate administration and trust administration. She advises private clients on the design and implementation of tax-efficient estate plans that further their personal and financial objectives. Katie assists clients with all aspects of the estate administration and probate process, including representation of fiduciaries and beneficiaries in probate proceedings and preparation and filing of federal and state estate and gift tax returns.
Education and Credentials
Education
- Boston College Law School, J.D., magna cum laude, Order of the Coif, Articles Editor, Boston College Law Review
- Williams College, B.A., cum laude
Admissions
- State of Connecticut
- Commonwealth of Massachusetts
- State of New York
Affiliations
- Connecticut Bar Association, Estates & Probate, Young Lawyers Section
- Connecticut Supreme Court Historical Society
- Fairfield County Bar Association
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Selected to the list of Ones to Watch for Trusts and Estates by The Best Lawyers in America (Woodward/White, Inc.), 2021-2025
Selected to the list of Connecticut and New England Super Lawyers Rising Star (Thomson Reuters), Estate Planning & Probate, 2016-2022
News & Insights
Events
- Women Working Together Hosts Holiday Dinner for Stamford Women's Shelter, December 9, 2024
News
- Eleven Day Pitney Attorneys Elevated to Firm Partnership for 2023, January 3, 2023
- Katherine A. McAllister, January 3, 2023
- Katherine McAllister Graduates from Class I of the ACTEC New England Fellows Institute, September 21, 2022
In The Media
Publications
- Cryptocurrency - Estate and Charitable Planning and Compliance, Trust & Estates Magazine, January 1, 2019
- Diversifying Charitable Remainder Trust Investments, Trust and Estates Magazine, October 1, 2017
- Legal Underpinnings for Formulating and Defending Estate Plans, Trusts and Estates Magazine, January 1, 2016
- A Distinction Without A Difference? ERISA Preemption and The Untenable Differential Treatment Of Revocation-On-Divorce and Slayer Statutes, 52 B.C.L. Rev. 1481, January 1, 2011
Media Mentions
- Day Pitney Promotes Two Connecticut-based Attorneys, New Haven Biz, January 6, 2023
- Day Pitney Elevates 11 To Partner, Law360 Pulse, January 3, 2023
- New Partners Kick Off New Year at Connecticut Firms, Connecticut Law Tribune, January 5, 2023
- Eleven Day Pitney Attorneys Elevated to Firm Partnership in 2023, The Boca Raton Tribune, January 4, 2023
Speaking Engagements
- "Intro to Gift Tax Return Preparation," Connecticut Bar Association Estates and Probate Section, September 26, 2024
- "Handling Estate Closing, Final Accounting and Tax Returns," National Business Institute, June 6, 2023
- "Introduction to Trusts and Estates: The Marital Deduction, Credit Shelter Planning and Portability," The Tax Conference, NYU School of Professional Studies and the Division of Programs in Business, July 27, 2021
- COVID-19 and Remote Execution of Estate Planning Documents Presentation at Estate Planning Council of Lower Fairfield County, June 17, 2020
- Marshalling Assets Seminar, NBI, Inc., December 16, 2019
- Charitable Trusts, Trusts from A to Z, NBI, Inc. , June 4, 2018
- Charitable Gifts - Watch Your Step! Diversification, Substantiation, Procrastination Presentation at Federal Tax Institute of New England, November 10, 2017
- Trusts Used for Tax Reduction, Trusts 101, NBI, Inc. , August 15, 2017