Katelyn Versiackas is an associate in Prince Lobel’s Estate Planning, Probate Disputes, and Fiduciary Services practice group.
In that role she provides comprehensive advice to clients about estate planning topics including federal and state estate tax planning, long-term care planning, and probate avoidance. She prepares estate plans including wills, simple probate avoidance trusts, irrevocable grantor and non-grantor trusts, intentionally defective grantor trusts and other estate freeze techniques, life insurance trusts, QTIP trusts, special needs trusts, Crummey trusts, QDOTs, other tools essential for a sophisticated estate plan, and ancillary incapacity documents, all tailored to the client’s individual wishes and needs.
She advises individuals and closely-held businesses on business succession planning and integrating it with the estate plan. Katelyn also advises clients who want to plan for the possibility of future increased living expenses and the cost of care both at home or in another setting including the use of irrevocable trusts, ways to preserve the financial security of the healthier spouse or partner, planning for a disabled child, achieving eligibility for Medicaid benefits, and protection of the primary residence. She manages estate and trust administration and assists beneficiaries of pooled trusts in establishing trust accounts and reporting.
She prepares deeds, trustee certificates, homesteads and other documents related to the transfer of real estate.
Katelyn is a member of the Massachusetts Bar.
She received a dual Bachelor of Arts in American Studies and History from Fordham University. She received her J.D. from New England School of Law.
She is a member of the National Academy of Elder Law Attorneys (NAELA) and Mass NAELA.
- New England School of Law, J.D.
- Fordham University, dual Bachelor of Arts in American Studies and History
- Commonwealth of Massachusetts
Memberships & Affiliations
- Member, National Academy of Elder Law Attorneys (NAELA)
- Member, Mass NAELA