
Overview
Kaitlyn "Katie" Sapp counsels individuals and families on all aspects of tax and estate planning. Her practice includes estate, gift and income tax planning, as well as planning for families with children with disabilities. Katie prepares full estate plans, including wills, revocable trusts, irrevocable trusts, special needs trusts, advance directives and powers of attorney. She has experience assisting clients with trust and estate administration, while counseling families through probate and tax concerns. Katie also prepares estate and gift tax returns and handles guardianship matters.
Education and Credentials
Education
- Boston University School of Law, J.D.
- University of Connecticut, B.S., with Honors
Admissions
- Commonwealth of Massachusetts
- State of Rhode Island
Affiliations
- Boston Bar Association, Trusts & Estates Section; Tax Law Updates Committee
- Massachusetts Black Women Attorneys
- Special Needs Alliance
- New England Village, Board of Directors
- The American College of Trust and Estate Counsel (ACTEC), Class II of the New England Fellows Institute
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 Up & Coming Lawyers by Massachusetts Lawyers Weekly, 2023
Selected as an Early-decision Distinguished Scholar at the Boston University School of Law
Community Involvement
Boston University School of Law Student Affairs Student Advisory Board, 2016-2019
News & Insights
Thought Leadership
- Biden Campaign's Proposal to Eliminate the Step-Up in Basis at Death , March 18, 2021
- Massachusetts SJC Grants Appellate Review to Consider Legal Relationship Between Commercial Custodian of IRAs and Named Beneficiary , November 19, 2019
Events
- "Beacon Awards," Boston Bar Association, January 18, 2024
- Boston Team Attends MBWA's Annual Ida B. Wells Awards Celebration, July 14, 2023
News
In The Media
Media Mentions
- Special Needs Alliance's Member Spotlight, Special Needs Alliance, April 26, 2023
Speaking Engagements
- "Trusts and Estate Planning 101," Society of Neurological Surgeons, March 16, 2024
- "Planning for Persons with Disabilities: Special Needs Trusts and Other Considerations," New England Village, January 24, 2024
- "Trust and Estate Planning 101," Boston Bar Association, January 26, 2023
- "Updates on Probate Law and Practice," MBA 10th Annual Probate Law Conference, November 5, 2022
- Updates in Probate Law and Practice, November 8, 2021