Kate Kilberg

Kate has experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. She has advised tax-exempt organizations in a wide variety of contexts, such as qualification for tax-exempt status, corporate governance, political and lobbying activities, grantmaking, excise taxes, unrelated business income tax, joint ventures and for-profit subsidiaries, social enterprise, mission- and program-related investments, and other impact investing vehicles. In 2015, she volunteered in the effort to secure the approval of new regulations that makes it easier for Oregon businesses to raise startup capital.

Kate has also represented multiple generations of families on wealth transfer planning and estate and trust administration, including both high net worth clients and those with more modest estates. Her practice focuses on both simple and complex estate planning, business succession planning, charitable giving, and related areas of federal and state tax law. In addition, Kate has experience with international estate planning, including cross-border property transfers and pre-immigration planning.