Katherine A. Southard, Esq.
Southard Estate Planning began with the passion of helping others protect their families. It is my desire to make estate planning accessible to all individuals, regardless of net worth or life circumstances. As a mother, a woman and a lawyer, I understand family relationships. With this understanding, I am able to create personalized estate plans that best protect each client’s family, health care desires and assets. I also understand the restraints of time and busy schedules. We will work together and utilize technology to make the best use of your valuable time. Whether you are single, married or in a committed relationship, I believe that every person deserves a well thought out estate plan. As an attorney and a mother, I have an acute understanding of the complexities within.
I specialize in creating complete and comprehensive estate plans. We will work together to create an estate plan which is personal to you. I will guide you in understanding the necessity and meaning of the documents I customize for you, periodically review your current plan, and if needed, put together a team of experts to achieve your goals (certified financial advisors, accountants). I make a commitment to eagerly represent my clients’ wishes with integrity, competence, and sensitivity.
I have over 17 years of experience, specializing in Estate Planning and Estate Administration. I am admitted to the practice of law in both New York and California. I am currently a partner in the California Law firm, Joe, Southard & Yeoh LLP and a solo practitioner at Southard Estate Planning based in New York.
The Best of Professionals
uReach offers international students a pathway to study in leading universities. But it’s more than a pathway. We go beyond other foundation programmes – helping you to grow as a person and as a thinker, providing an experience that will stay with you for life.
Our Mission
We can assist you with the following services:
Explore Our Experience
Lorem ipsum dolor sit amet, menandri dignissim eum cu, ferri putent delenit ad nec, per accumsan singulis moderatius ad. Falli feugiat epicurei sit ei. Eu recusabo oportere explicari quo. Ex admodum delectus mei, pro case laoreet definitiones ex. Cum in accumsan.
DISCLAIMER NOTICE
IRS 230 Circular Notice: To ensure compliance with requirements imposed by the IRS, please note that any U.S. Federal tax advice contained in this communication, unless expressly stated otherwise, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties that may be imposed on the taxpayer under the Internal Revenue Code or applicable state or local tax law or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.
CONFIDENTIALITY NOTICE
The information contained in this message is attorney privileged and confidential information intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please immediately notify us by telephone, or reply email and delete the message.