Before relocating back to her hometown in western Massachusetts, Katie was a corporate associate with a large New York City-based law firm, where she advised investment banking and corporate clients in New York City and the District of Columbia. Prior to law school, Katie worked on Wall Street as an analyst for J.P. Morgan Chase & Co.
Katie is uniquely positioned to assist where business and family considerations collide.
Estate Planning and Administration: Katie serves as counsel to families and individuals at all stages of the estate planning and probate processes. After a detailed assessment of your estate planning goals and circumstances, Katie and the Egan Flanagan team provide the support and understanding necessary to assess the issues with you and implement the most cost-effective plan for the future.
Business and Succession Planning: Business owners who plan for the future are in a better position to maximize the value of their lifelong efforts for themselves and their family. Katie takes a team approach to developing strategies for business owners, whether it’s related to retirement planning, partnership considerations, business transfers, or value preservation. She will work with you and your advisers to develop and implement a tailored plan.
Corporate & Business Law: Katie provides general legal advice to corporate clients of all sizes. She has advised public and private companies and understands the level of service necessary to effectively serve market leaders. Katie can provide counsel and support in executing transactions, reviewing and negotiating contracts, leading diligence efforts, and streamlining business and legal processes. Her goal is to provide top-tier service efficiently and with excellence.
Entrepreneurial Services: In serving her start-up and small business clients, Katie’s goal is to understand revenue drivers and real risks to provide innovative advocacy for growing businesses. Having run her own small business, Katie understands the value of legal counsel that respects resource management and serves as a practical-minded business partner.
Katie Can Assist a Wide Array of Clients, Including...
• Closely Held Businesses
• Charities and Other Non-Profit Entities
• Families & Individuals
• Financial Institutions
• Mid-sized & Large Corporations
• Professional & Medical Services
• Start-up Initiatives and New Businesses
Katie is an active member of the Hampden County Bar Association, serving on various committees including the Pro Bono Advisory Committee to the HCBA Legal Clinic. She is Co-Chair of the Holy Cross Alumni Club of the Pioneer Valley. As a military wife, Katie remains active in the local military veterans community. She is a member of the St. Thomas More Society.
Katie has been a guest speaker at the United States Military Academy in West Point, New York and the Seton Hall University School of Law in Newark, New Jersey. She has presented to MBA, undergraduate, and high school audiences on topics relating to financial literacy. Her accomplishments include successfully petitioning the New Jersey State Supreme Court to pass a bar admission rule for military spouse attorneys.
Katie is admitted to practice law in the following jurisdictions:
• Commonwealth of Massachusetts
• District of Massachusetts
• State of New York
• Southern District of New York
• Eastern District of New York
• Court of Appeals of Veterans Claims
Katie is an accredited representative with the U.S. Department of Veterans Affairs.
Katie graduated magna cum laude from the Seton Hall University School of Law, where she served as Senior Articles Editor of the Seton Hall Law Review. Katie earned a Bachelor of Arts in Political Science from the College of the Holy Cross, from where she graduated magna cum laude.