Katarina Thallner

Katarina Thallner helps individuals and families plan for the future, preserve assets, and navigate the legal and personal complexities of estate, trust, and elder law matters, including litigation. She helps clients create estate plans that protect assets, reflect their wishes, and provide clarity for future generations while addressing the legal and practical challenges that can arise throughout life.

Katarina advises clients on a wide range of estate and trust matters, including estate planning, estate and trust administration, elder law issues, and Article 81 guardianship proceedings. She works closely with individuals and families to develop plans tailored to their unique goals, family dynamics, and long-term objectives. Her approach is thoughtful and practical, helping clients navigate complex decisions involving wealth preservation, incapacity planning, health care directives, and long-term care considerations.

In addition to planning matters, Katarina guides fiduciaries, beneficiaries, and families through probate and estate administration. She understands that administration often occurs during periods of loss and transition and helps clients manage legal obligations efficiently while remaining attentive to the personal circumstances surrounding each matter.

Katarina's practice also includes estate and trust litigation. She represents fiduciaries and beneficiaries in contested matters before New York Surrogate's Courts and the Supreme Court. Her experience handling disputes involving estates, trusts, and fiduciary conduct provides valuable perspective when advising clients on planning and administration matters. By understanding how conflicts arise and are litigated, she helps clients identify potential risks and implement strategies that may reduce the likelihood of future disputes.

Whether assisting with the creation of an estate plan, guiding the administration of an estate or trust, or resolving a contested matter, Katarina focuses on helping clients navigate significant personal, financial, and family considerations with clarity and confidence. She works to develop practical, legally sound solutions tailored to each client's circumstances and goals, providing thoughtful counsel at every stage of the process.