Kathryn E. "Katie" Duffy, Trusts Attorney in Charlotte, North Carolina
Charlotte, NC
Trusted trusts attorney serving Charlotte.
Practices in
Are you Kathryn E. "Katie" Duffy?
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Quick answer
Kathryn E. "Katie" Duffy is an attorney based in Charlotte, NORTH CAROLINA. The practice focuses on Trusts.
- Based in
- Charlotte, NORTH CAROLINA
- Experience
- attorney
- Known for
- Trusts
- Handles Trusts matters from Charlotte, NORTH CAROLINA.
- Recognized with Best Lawyers in America — Trusts and Estates (2026).
About Kathryn E. "Katie" Duffy: Kathryn E. "Katie" Duffy is an attorney based in Charlotte, NORTH CAROLINA. The practice focuses on Trusts.
Areas of practice
Legal matters Kathryn takes on
Kathryn concentrates on trusts. Each area below outlines the kind of case Kathryn handles, typical outcomes to expect, and how the intake process starts.
Trusts cases in Charlotte, North Carolina
Kathryn takes trusts matters in Charlotte, North Carolina. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Kathryn agrees to represent you.
Biography
Meet Kathryn E. "Katie" Duffy — trusts lawyer in Charlotte
Kathryn E. "Katie" Duffy is an attorney based in Charlotte, NORTH CAROLINA. The practice focuses on Trusts.
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.
Kathryn's approach to trusts cases
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…
The kind of cases Kathryn takes
Kathryn reviews new inquiries case-by-case for trusts matters in Charlotte and the surrounding North Carolina area.
Credentials
Education, bar admissions, and languages
The George Washington University
J.D. · 2010
Kathryn studied at J.D. in The George Washington University.
Law school and academic background
Kathryn completed J.D. in The George Washington University. Formal legal training is one signal of substantive knowledge — the day-to-day practice Kathryn runs in North Carolina is where that training gets applied to real client questions.
Recognition
Recognition and thought leadership
Kathryn has received 9 formal recognitions from bar associations, industry bodies, and peer-review services.
Best Lawyers in America — Trusts and Estates
2026
Best Lawyers in America — in America
2026
Best Lawyers in America — from 2021-2025 for work in:
2026
Best Lawyers in America — Trusts and Estates - 2025
2026
Best Lawyers in America — Trusts and Estates - 2024
2026
Best Lawyers in America — Trusts and Estates - 2023
2026
Best Lawyers in America — Trusts and Estates - 2022
2026
Best Lawyers in America — Trusts and Estates - 2021
2026
Best Lawyers in America — Additional Areas of Practice:
2026
Legal awards and honors
Best Lawyers in America — Trusts and Estates (2026). Best Lawyers in America — in America (2026). Best Lawyers in America — from 2021-2025 for work in: (2026). Best Lawyers in America — Trusts and Estates - 2025 (2026). Best Lawyers in America — Trusts and Estates - 2024 (2026). Best Lawyers in America — Trusts and Estates - 2023 (2026).
Locations
Kathryn E. "Katie" Duffy's office in Charlotte
Kathryn's primary office is at 100 North Tryon Street, Suite 4700, Charlotte, North Carolina, 28202-4003. In-person meetings are by appointment; a phone intake usually comes first.
100 North Tryon Street, Suite 4700
Charlotte, North Carolina 28202-4003
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Schedule your consultationHiring guide
How to hire Kathryn E. "Katie" Duffy — what to expect in your first consultation
Working with a new trusts attorney should feel structured. Here's how the first two conversations with Kathryn usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Kathryn charges for the initial consult. That fee is credited toward representation if you retain Kathryn's office.
What to bring to your first meeting
Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Kathryn will tell you what matters and what doesn't.
Questions to ask a trusts attorney in Charlotte, North Carolina
A short list to run through before you commit: How many trusts matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?
Fees & payment
Fees, payment methods, and consultation options for Kathryn
Kathryn discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in trusts practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every trusts matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Kathryn confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Kathryn's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many trusts practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Kathryn E. "Katie" Duffy
How much does it cost to hire Kathryn for a trusts case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Kathryn walks through the likely range during the consult so there are no surprises.
Does Kathryn offer a free consultation?
Kathryn charges for the initial consult; that fee is credited toward representation if you retain Kathryn's office. Some trusts attorneys offer free consults — check Kathryn's current terms during booking.
How long do trusts cases in North Carolina typically take?
Simple trusts matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Kathryn gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Kathryn take my case if I'm outside Charlotte?
Kathryn is licensed in North Carolina. Matters governed by North Carolina law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Kathryn will tell you if the case is a fit or refer you to someone closer to your court.
What should I bring to my first meeting with Kathryn?
Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Kathryn will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Kathryn accepting new trusts clients right now?
Kathryn's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Trusts attorneys serving Charlotte, Raleigh and Durham in North Carolina
Kathryn handles trusts matters throughout North Carolina. Each city below is a direct link into the search page for verified trusts attorneys in that community.
More counsel
Other top-rated trusts attorneys in North Carolina
If Kathryn's intake is full or the fit isn't right, these trusts attorneys in Charlotte handle similar matters. Every profile below is verified and open to consultations.

Sarah P. Wenzel
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Thomas J. Gorman
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Cecil S. Harvell
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Donald R. Fuller, Jr.
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5.0· 20

Mark W. Ishman
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Robert Anthony Hartsoe
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