Katie Perleberg JD

Katie Perleberg JD General Information

Biography

Ms. Katie Perleberg is a Shareholder of Fredrikson & Byron. She works closely with individuals and families to develop a uniquely tailored estate plan that provides for an orderly succession of family assets. Her trusts and estates practice focuses on the preparation of wills, trusts, and related estate planning documents such as powers of attorney, health care directives, and real estate conveyances and leases. She also guides families, trustees, and personal representatives through post-death probate and trust administration with the help of a team of experienced probate paralegals. Estate planning ranges in complexity from simple wills to revocable living trusts with sophisticated transfer tax strategies and family succession provisions. Oftentimes, the formation of an entity such as a limited liability company (LLC) or limited liability limited partnership (LLLP) is advisable to hold and manage real estate. Each estate plan recommendation is tailored to each client's unique needs, with thoughtful consideration given to sensitive family and financial situations. She regularly works with clients' close advisors-accountants, insurance professionals, and financial planners to ensure that each client receives a comprehensive and workable estate plan.