Katherine R. Ham

Katherine R. Ham is an Associate in Hahn Loeser’s Trusts and Estates Practice Group with a focus on estate planning, estate and trust administration, and business succession planning. Admitted to practice law in both Ohio and Florida, Katherine works closely with the firm’s Cleveland and Naples offices to serve Hahn Loeser clients.

Estate and Tax Planning

As part of her estate planning practice, Katherine drafts and implements sophisticated estate planning instruments such as wills, trust agreements, and powers of attorney to achieve a client’s wealth transfer goals.  Katherine advises clients on estate and gift tax planning, income tax planning, and asset titling for probate avoidance purposes.

Estate and Trust Administration

Part of Katherine’s practice involves representing fiduciaries in the administration of complex estates and trusts.  Katherine works closely with executors and trustees at all stages of the estate and trust settlement process to provide advice on and/or assistance with: the identification, transfer and disposition of probate and non-probate assets; probate and/or trust administration; and the preparation of fiduciary income tax returns and federal estate and generation-skipping tax returns.

Business Succession Planning

Katherine advises owners of closely held businesses on options and steps for a successful business transition, and counsels clients on ways to avoid the probate of their business interests.

• Katherine R. Ham Joins Hahn Loeser & Parks Cleveland
  May 07, 2024

• Author

  All Good Things Must Come to an End: The Estate and Gift Tax Sunset (Smart Business)

  December 04, 2024
• Speaker

  Estate Planning Basic Concepts

  November 03, 2024