Kate Cassidy

Kate specializes in advanced markets — the sophisticated planning territory where estate planning, business planning, life insurance strategy, and tax law intersect. Her expertise is particularly valuable for high-net-worth clients and business owners whose situations involve complex trust structures, irrevocable life insurance trusts (ILITs), split-dollar arrangements, executive benefit design, or advanced charitable planning.

Kate is the specialist Annie calls when a client's estate or business planning needs move beyond standard structures and into the territory that requires genuine advanced markets expertise.