Kathleen D. Adcock

Kathleen Adcock focuses her practice on estate planning, probate and trust administration and tax-exempt organizations. She believes estate planning should be a proactive and collaborative process, working with clients and their financial advisors, accountants and other professionals to develop practical plans that meet the client’s goals and needs, and assist with implementing that plan.

Kate provides thoughtful and thorough guidance throughout the estate and trust administration process. This includes filing necessary court documents, advising Personal Representatives on their responsibilities, communicating with beneficiaries to ensure a smooth administration and facilitating services needed to (what?) .  Kate also counsels individuals on private foundations and tax-exempt organization formation and works with foundations and charitable organizations on compliance with state and federal requirements.

Licensed to practice in Maryland, Washington, D.C. and the U.S. Tax Court, Kate is a member of the Maryland State Bar Association, District of Columbia Bar and American Bar Association. She earned her B.A. from Yale College, J.D. and LL.M. in Taxation from the University of Baltimore School of Law and M.B.A. from the Merrick School of Business.

Kate is a frequent speaker on estate planning and probate topics for Association of Practicing Certified Public Accountants, Tax Executives Institute, National Business Institute, Institute for Paralegal Education and Maryland Department of Aging Senior Centers. She has presented on tax matters to the Maryland State Bar Association and D.C. Bar Association. Kate is also a contributing author to Using & Drafting Trusts in Estate Planning, published by the Maryland State Bar Association, and the following articles:

• Who Pays the Piper?  Inheritance Tax Payees after Mitchell and Bernard, upcoming Maryland Bar Journal, Fall, 2026. 
• Letting Go — Gifting at Year’s End (or How I Learned That a Gift, Once Made, May Not Be Gone Forever), Estates, Gifts & Trusts Journal (BNA) (11/10/2022)
• Estate of Morrissette II – Winning the Battles but Losing the War, 46 Est. Gifts & Tr. J. 117 (July 8, 2021)