Atty. Kathryn E. "Katie" Duffy
Katie Duffy's practice is focused on estate planning, trust and estate administration, charitable planning, tax planning for high net-worth individuals, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses. As a member of the North Carolina, South Carolina and Virginia bars, Katie advises clients in all three states with respect to their personal, financial, tax, business and estate planning needs.
Profile Summary
About Kathryn E. "Katie" Duffy at a glance
Kathryn E. "Katie" Duffy is a trusts attorney based in Charlotte, North Carolina, practicing at Moore & Van Allen PLLC. Educated at The George Washington University (J.D., 2010). Recognitions include Best Lawyers in America — Trusts and Estates (2026), Best Lawyers in America — in America (2026), and Best Lawyers in America — from 2021-2025 for work in: (2026). Serands clients in Charlotte, NC and the surrounding metropolitan area.
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About
- Katie Duffy's practice is focused on estate planning, trust and estate administration, charitable planning, tax planning for high net-worth individuals, business succession, and transactional and business matters that arise in connection with the acquisition, ownership, and operation of closely held businesses
- As a member of the North Carolina, South Carolina and Virginia bars, Katie advises clients in all three states with respect to their personal, financial, tax, business and estate planning needs
- Her practice includes advice, preparation and implementation of wills, revocable trusts, irrevocable trusts, powers of attorney, and other documents necessary to accomplish her clients’ objectives
- She also supports clients’ existing and prospective business interests, including business succession planning for family members and key employees such as buy/sell and equity compensation arrangements, business operations and family office structures, and life insurance arrangements
- She regularly works with business owners and investors and their related family members, accountants, wealth managers, corporate fiduciaries, life insurance providers, and family office advisors in arriving at comprehensive, creative, and practical solutions to meet her clients’ needs
- Katie also assists her clients in achieving their charitable goals
- Her practice includes the formation of charitable trusts, non-profit corporations, application for tax-exempt status, and advice and counsel regarding ongoing compliance with state and federal requirements for tax-exempt organizations
- Katie’s practice also includes the preparation and review of federal gift and estate tax returns and the representation of clients under audit by the Internal Revenue Service
Practice Areas Explained
Kathryn E. "Katie" Duffy's Areas of Practice
Each practice area below reflects the types of cases Kathryn E. "Katie" Duffy handles, with a brief overview of what that area of law covers.
Kathryn E. "Katie" Duffy is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in North Carolina →
Jurisdictional Context
Why local counsel matters in North Carolina
Practicing law in North Carolina. Legal matters in North Carolina are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Charlotte are typically filed in the local municipal court or the appropriate North Carolina state district court, depending on subject matter and amount in controversy. An attorney licensed in North Carolina brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in North Carolina courts without local counsel or pro hac vice admission.
Looking for additional North Carolina attorneys? Browse all attorneys in Charlotte or all attorneys in North Carolina.
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