Key Service Areas
- Elder Law, Medicaid Planning, and Special Needs Planning
- Estate Planning and Administration
- Cottage Succession Planning
Legal Assistant - Kerry Nowicki
Grand Rapids Location
55 Campau Avenue NW, Suite 300
Grand Rapids, Michigan 49503
Hastings Location
607 N. Broadway, Suite A
Hastings, MI 49058
Holland Location
11377 James Street
Holland, Michigan 49422
About Katie
What types of clients do you serve?
I have a broad practice that allows me to serve many different individuals and families. I create estate plans of all types – from those with estate tax issues and succession planning for business owners to young families planning to protect young children. I help families determine what steps to take after the loss or incapacity of a loved one and work through any probate, guardianship and conservatorship, or trust administration that may be required.
What sets you apart from other lawyers in your practice field?
I have significant experience in several niche areas that allow me to provide exceptional legal service to clients with unique issues. My elder law practice gives me the opportunity to work alongside seniors and their families to navigate the complex world of aging and long-term care. I assist with planning and applying for Medicaid and assessing the need for Veteran’s Aid and Attendance benefits. I am passionate about planning and advocating for individuals with special needs, including creating and administering Special Needs Trusts. In addition, I assist families in developing a succession plan for their cottages, lakeshore properties, and second homes that honors their family values, while minimizing tax consequences.
What did you learn in your first year of practice that you still utilize today?
Listen first. Each client that comes to me has a unique story and that story impacts any planning that we undertake. There are no one size fits all solutions and everything must be tailored to each person or family. By listening and understanding the background and family dynamics involved, I can make recommendations and create solutions that truly help my clients.
Education
University of Notre Dame Law School, J.D. cum laude, 2006
University of Notre Dame, B.B.A., 2003
Insights
Episode 8: How Succession Planning...
January 8, 2024- Katie Hogan Aguilar
- Jake Dunlop
Top Five Reasons Why You Should Have an...
January 19, 2022- Brianna Keller
- Katie Hogan Aguilar
- Andrea Snyder
State of the Estate Tax
December 20, 2021- Brianna Keller
- Katie Hogan Aguilar
- Andrea Snyder
