About Kathleen
Kathleen O'Hagan Scallan: International Trusts and Estates Expert in Chicago
Kathleen O’Hagan Scallan is a distinguished legal professional specializing in international trusts and estates planning, dedicated to safeguarding the wealth and legacies of high-net-worth individuals and families across the globe. With a proven track record of success, Kate provides sophisticated tax advice to some of the world’s most influential hedge fund and private equity fund principals, offering a uniquely personalized approach to complex estate and gift tax planning matters. Kate’s deep understanding of closely held business planning and tax structuring, combined with her commitment to attentive client service, makes her a trusted advisor and invaluable partner.
Kate’s practice is remarkably comprehensive, encompassing all aspects of estate planning and wealth management. She skillfully navigates wills, trusts, estate administration, premarital agreements, and intricate tax strategies, all while meticulously addressing the often-complex interpersonal family dynamics that frequently accompany significant wealth. Beyond traditional estate planning, Kate expertly handles public and private charitable planning, as well as multi-jurisdictional tax coordination, ensuring her clients’ philanthropic endeavors align with their overall financial objectives. Her expertise extends to crucial transactions – from the creation and restructuring of corporate entities to their strategic sale or acquisition – offering a holistic approach to wealth preservation and transfer.
Kate's true strength lies in her ability to guide clients through both triumphant successes and challenging times. She has witnessed her clients overcome life-altering financial and personal turmoil, demonstrating a remarkable ability to adapt and provide steadfast support. As a client shared in U.S. News, “I have never met a better lawyer than Kate; she is responsible and bright.” This dedication to her clients’ well-being is a cornerstone of her approach.
Beyond her demanding legal practice, Kate remains actively engaged in her community, furthering her commitment to philanthropic endeavors. She provides vital planned giving advice to organizations like Old St. Patrick’s Church, Steppenwolf Theatre, and Pathways.org, demonstrating a broad commitment to social impact. Furthermore, she serves as a member of the Women’s Board of the Lincoln Park Zoo, contributing to the institution’s mission of conservation and education.
Practice Areas
Kate Scallan’s expertise covers a broad spectrum of legal services, including:
- International Trusts and Estates Planning: Strategic estate planning solutions for clients with global assets and complex international holdings.
- Tax Planning: Sophisticated tax minimization strategies designed to optimize wealth preservation and transfer.
- Estate Administration: Efficient and compassionate guidance through the probate process and asset distribution.
- Wills and Trusts: Creation of customized wills and trusts to reflect individual wishes and estate goals.
- Premarital Agreements: Drafting legally sound prenuptial agreements to protect assets and define financial responsibilities.
- Business Succession Planning: Strategies for transferring ownership and management of closely held businesses.
- Charitable Planning: Development of customized charitable giving programs aligned with clients’ philanthropic passions.
- Corporate Transactions: Expertise in the creation, restructuring, dissolution, acquisition, and sale of corporate entities.
Education & Credentials
Kate Scallan is a highly respected legal professional with a deep commitment to providing exceptional service to her clients.
- Recognized in Best Attorney USA: Recognized since 2019 for her expertise in Trusts and Estates.
- Legal Expertise: Extensive experience in international trusts and estates, tax planning, and corporate law.
- Client-Focused Approach: Dedicated to understanding each client’s unique situation and providing personalized, responsive legal counsel.
Affiliations
- Old St. Patrick’s Church (Planned Giving Advice)
- Steppenwolf Theatre (Support)
- Pathways.org (Planned Giving Advice)
- Women’s Board, Lincoln Park Zoo
Contact Information
To discuss your estate planning or wealth management needs with Kathleen O’Hagan Scallan, please contact her office in Chicago, Illinois. She is committed to providing strategic counsel and exceptional service to clients worldwide.
