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Kaitlin focuses her practice on employee benefits and federal tax planning matters, including issues arising in mergers and acquisitions. She advises clients on the design and implementation of executive compensation programs and nonqualified deferred compensation plans, as well as compliance with a variety of tax provisions, including Section 280G and Section 409A.

Kaitlin’s employee benefits practice includes drafting qualified retirement plan documents and reviewing service provider contracts. She has experience representing plan sponsors and plan fiduciaries in annuity transactions, both in the “lift out” and plan termination contexts. She also assists clients with correcting plan errors and with determining the treatment of employee benefits in mergers and acquisitions.

On the federal tax planning side, Kaitlin advises clients on tax-efficient strategies for business formations and reorganizations, including for entities taxed as partnerships, S corporations, and C corporations. She also has extensive experience drafting operating agreements and partnership agreements.

Other Info About Kaitlin


Law School

Washington University in St. Louis School of Law, J.D., 2020

Graduate School

Boston University School of Law, LL.M. Taxation, 2023

Undergraduate School

Transylvania University, B.A., Philosophy, 2013, summa cum laude

Bar Memberships

Kaitlin is licensed to practice in the following state(s):



Local & National Recognition

Scholar in Law Award, Washington University in St. Louis School of Law, 2017-2020

CALI Excellence for the Future Award – Legal Practice I: Objective Analysis and Reasoning, Washington University in St. Louis School of Law, 2018

CALI Excellence for the Future Award – Business Negotiation, Washington University in St. Louis School of Law, 2019

William T. Young Scholar, Transylvania University, 2009-2013

Professional Affiliations

Professional Affiliations & Memberships

Louisville Employee Benefits Council, Program Committee, 2024

Kentucky Bar Association

Civic Activities

Civic & Charitable Organizations

Family & Children’s Place, Ambassador, 2021-2023

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