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Karen E. McMahon Senior Counsel | [email protected]

MINNEAPOLIS Karen McMahon advises individuals and couples from a variety of 80 South Eighth backgrounds and family situations (traditional and nontraditional) on 500 IDS Center , MN 55402 estate planning issues and concerns. Karen works with clients in all T: 612.632.3254 areas of estate planning and probate and trust administration. She F: 612.632.4254 frequently prepares wills, trust agreements, antenuptial agreements, Assistant and domestic partnership agreements with a view toward helping her Lisa Peterson Hall 612.632.3393 clients safeguard their interests and that of their families. Karen also Email has experience in charitable gift planning and in the area of individual PRACTICE AREAS income tax preparation. Trusts, Estates & Legacy Planning Although Karen originally hails from Buffalo, , she has lived in the Twin area for more than twenty years. After receiving her COURT MEMBERSHIPS teaching degree, she spent six years teaching history and English in ■ private schools in New Hampshire and Minnesota. Karen also worked EDUCATION as a paralegal for the State of Minnesota for nearly ten years, William Mitchell College of Law, solidifying her interest in the law. J.D., summa cum laude, 1999, William Mitchell Law Review, Presentations editor University of New Hampshire, ■ "You're the Executor of an Estate, Now What?" M.A.T., 1984, Teaching Estate Planning Seminar, September 20, 2007

University of Notre Dame, with ■ "Top Ten Reasons to Have a Trust," Gray Plant Mooty Estate high honors, 1982, Planning Seminar, October 11 & 18, 2006 undergraduate degree in history ■ "Wills, Guardianship Issues and Trusts for Children," Gray Plant Mooty Estate Planning Seminar May 17, 2006

■ "Health Care Directives: An Estate Planning Perspective," Gray Plant Mooty Health Law Conference, July 21, 2005

■ "Understanding Revocable Trusts, Wills and Health Care Directives, " Financial Fitness First Sunday Presentation, , May 1, 2005

www.lathropgpm.com Publications

■ "Gifting in 2011 and 2012," Gray Plant Mooty Estate Planning Matters!, coauthored with Katherine S. Rodenwald, Summer 2011

■ "2010 Matters!," Gray Plant Mooty Estate Planning Matters!, Fall 2010

■ "Choosing a Trustee," Gray Plant Mooty Estate Planning Matters!, Summer 2009

■ "The Increased Exemption Creates Opportunity," Trusts & Estates, March 2009

■ "Six Quick Picks for 2006," Gray Plant Mooty Estate Planning Matters!, coauthored with Julie A. Frommelt, Spring/Summer 2006

■ "Retirement Accounts: Estate Planning, Taxation, and Beneficiary Issues," Gray Plant Mooty Estate Planning Matters!, coauthored with Robert E. Harding, Fall/Winter 2004-2005

■ "Maintenance For Estate Planning—Do You Need A Tune-Up?," Gray Plant Mooty Estate Planning Matters!, coauthored with Robert E. Harding, Spring/Summer 2004

■ "Minnesota Estate Taxes: A New Estate Planning Wrinkle," Gray Plant Mooty Estate Planning Matters!, coauthored with Richard A. Moore, , Winter 2002-2003

■ "Review Your Estate Plan Now: Why Changes in Tax Laws Might Produce Unintended Property Divisions," Gray Plant Mooty Estate Planning Matters!, coauthored with Richard A. Moore, Winter 2002-2003

■ Case Note: "Contracts—The Employment at Will Doctrine: Can Oral Assurances of Job Security Overcome the At-Will Presumption?" Rudd Supply, Inc., 526 N.W.2d at 369 (Minn. 1995), 23 William Mitchell Law Review, 465 (1997)

Client Alerts And Blog Posts

■ Estate Planning Matters! Fall/Winter 2011 November 7, 2011

■ Estate Planning Matters! Summer 2011 July 4, 2011

Professional Affiliations

■ American Bar Association

■ Minnesota State Bar Association

www.lathropgpm.com ■ Hennepin County Bar Association

www.lathropgpm.com