Kathleen Overton

Kathleen Overton focuses her practice on estate planning, elder law, probate, trust administration, and estate and gift tax planning. With nearly two decades of legal experience, Kathleen helps individuals and families protect their assets, plan for the future, and navigate the legal and financial challenges that arise throughout life’s transitions.

Kathleen works with clients across a broad range of circumstances, from families seeking foundational estate planning to those with complex estates requiring sophisticated wealth preservation and tax strategies. Her practice includes revocable and irrevocable trusts, special needs planning, Medicaid and long-term care planning, business succession considerations, and multigenerational wealth transfers. She also assists families with probate and trust administration following the death of a loved one.

Kathleen earned her Juris Doctor, with distinction, from the University of Oklahoma College of Law. She furthered her education at Boston University School of Law, earning a Master of Laws (LL.M.) in Taxation and an Estate Planning Certificate. Her advanced studies reflect her commitment to helping clients navigate the increasingly complex intersection of estate planning, taxation, and wealth preservation.

Kathleen believes effective estate planning requires more than well-drafted documents. She takes a thoughtful, practical approach to understanding each client’s goals, explaining complex legal concepts in understandable terms, and developing strategies that provide clarity, security, and peace of mind.

Outside the office, Kathleen enjoys spending time with her husband and their four children. A former collegiate swimmer, she has a lifelong love of the water and enjoys swimming, paddleboarding, and sailing. Whether enjoying time outdoors or supporting her children’s many activities and interests, Kathleen values the opportunities to make memories with those closest to her.