Katie Charleston Reviews & Contacts, Attorney | Speaker | Business Analyst & Educator

Practice

Rating 4.82 stars 2 Reviews, 3 Recommendations

Practice area: Estate planning, Business, Litigation, Trusts, Wills and living wills

Reviews

⭐⭐⭐⭐⭐ via AVVO
We hired Katie to help us with all of our estate planning needs. She was very helpful and professional. She was also quite flexible and came to our home for each meeting. She remains easy to reach and communicate with via email and/or telephone. I am certain we will continue to enjoy working with her as we modify our estate plan in the years to come.
⭐⭐⭐⭐⭐ via AVVO
Katie was excellent when my husband and I were looking to create a trust for our family. She came to our home, explained all the very intricate details and options that are involved in a trust and was very patient with us and all of our questions. She is extremely responsive when you reach out to her and flexible in meeting times. She made this process feel easy and not overwhelming. I will definitely be recommending her to our family and friends.

Recommendations

⭐⭐⭐⭐⭐ via linkedin
Katie and I taught together at McGeorge in the Appellate Advocacy program. Katie is bright and highly skilled in written and oral legal advocacy. I have no doubt that she will excel in any case within her areas of expertise, especially in litigation matters. Her diligent preparation makes her an excellent choice in a wide variety of representations!
⭐⭐⭐⭐⭐ via linkedin
Katie is diligent and dedicated, and possesses a strength, intelligence and grace both inside a courtroom and out that makes her a powerful advocate and an admirable attorney.
⭐⭐⭐⭐⭐ via linkedin
Katie is a skilled attorney whose legal savvy is surpassed only by her dedication. Katie's knowledge, creativity, perseverance and commitment to her clients make her the ideal advocate.

About

Katie Charleston is licensed to practice in California, Nevada, Indiana and Texas. Katie Charleston's current practice focuses on advanced legal planning for families and businesses to avoid court and protect their loved ones. Through Business and Estate Planning, Katie assists in helping people pass on what's most treasured to them, be it financial, spiritual or intellectual assets.
For businesses, she helps start-ups get going, established business maintain compliance with current legal standards and assists with mergers and acquisitions of companies with owners ready to retire or sell, as well as succession to family members.
For families, she ensures children are protected when their parents become incapacitated or die, loved ones know what to do upon a friend or relative's death and assets are handed down privately, with intention and while minimizing tax consequences.

Contact

Address: 375 Medical Drive #4226, Carmel, IN, USA

LinkedIn: https://www.linkedin.com/in/katie-charleston-0a74537/

Avvo: https://www.avvo.com/attorneys/46802-in-katie-charleston-1758882.html

Facebook: https://www.facebook.com/fambizlawyer/

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