Kathleen M. Citera is a partner of Satterlee Stephens LLP concentrating her practice in the areas of estate planning, estate and gift taxation, estate and trust administration, family succession planning and charitable giving.
Ms. Citera provides counsel on domestic and international estate planning issues and represents individuals in a wide range of matters, including income, gift, estate and generation-skipping transfer tax matters and the drafting of wills and trust agreements, including insurance trusts, qualified personal residence trusts, qualified annuity trusts and charitable split-interest trusts.
She is experienced in planning issues associated with closely-held business interests, retirement plan assets and other investments and has assisted clients in family succession planning, structuring asset transfers and minimizing taxes, as well as representing both corporate and individual fiduciaries in connection with the administration of estates and trusts.
She represents charitable organizations in the areas of tax reporting, registration and compliance, as well as corporate governance, and has assisted a number of organizations in the process of becoming or converting to charitable status.
Admitted to practice before the New York and Florida bars, Ms. Citera is a member of the New York State Bar Association’s Sections on Trusts and Estates Law, Tax Law and Elder Law and the Florida Bar Association’s Section on Real Property, Probate and Trust Law and The Society of Trust and Estate Practitioners. Ms. Citera is also admitted to practice before the United States Tax Court and has represented clients in administrative proceedings and litigation with the Internal Revenue Service and state tax authorities and before the United States Tax Court. Ms. Citera has written articles on a variety of trusts and estates issues and regularly lectures on estate planning topics. She is the author of a chapter on “Strategies for Trusts and Estates in New York” in the Inside the Minds series published by Aspatore Books.