Bar Admissions

  • New York, 2011
  • U. S. District Court, 2011
  • Florida, 2018

Education

  • State University of New York, Buffalo, School of Law, J.D. (magna cum laude), 2010
  • Canisius College, B.A. (summa cum laude), 2007

Professional Association

  • New York State Bar Association
  • Erie County Bar Association
  • Financial Planners Association
  • American Bar Association
  • Surrogate's Court Committee, ECBA
  • Estate Analysts of WNY, Member

Community Involvement

  • Future of Roswell, board of directors
  • Ride for Roswell, team captain
  • St. Thomas More Guild, President

Professional Recognition

  • Named to Best Lawyers in America, Ones to Watch List, 2022, 2023
  • Selected by Super Lawyers Upstate New York Rising Star, 2016 - 2021
  • Selected by Super Lawyers Upstate New York 2022
  • Buffalo Business First 30 Under 30, 2012

Attorney Katherine Liebner focuses her legal practice in the areas of estate planning, estate and trust administration, and labor and employment law. She also handles appellate matters across a wide spectrum of practices. 

Estate Planning

Kathy works closely with her clients to navigate the many nuances of proper estate planning. She has extensive experience working with clients on all levels of estate planning, including: 

  • Preparing Wills
  • Drafting Powers of Attorney 
  • Drafting Healthcare Proxies
  • Preparing Revocable Living Trusts
  • Updating beneficiary designations
  • Medicaid planning
  • Medicaid Asset Protection Trusts
  • Life Estate Deeds

 

Kathy also helps clients strategically take advantage of estate and income tax planning opportunities. This includes advising clients on, and preparing: 

  • Credit Shelter Trusts
  • Gifting strategies
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts

 

Kathy is also admitted to practice law in Florida, and she works with many of our New York clients who either split their time between New York and Florida, or are looking to retire to Florida and need to make the transition in the most tax-advantageous way possible. She consults with those clients on the nuances of the process to change the domicile and residency.

In addition, Kathy also assists clients with the administration of both New York and Florida estates, working closely with the estate fiduciary to seamlessly execute all legal obligations related to the estate of the decedent.