Katherine A. Montgomery

Katherine A. Montgomery

KATHERINE A. MONTGOMERY emphasizes public benefits planning in her practice. This includes Medi-Cal advice for long-term care, advice for individuals on means-tested public benefits in receipt of inheritances or litigation proceeds, and special needs trusts. She prepares trusts and wills for single individuals and powers of attorney and administers conservatorships and probates of decedents’ estates. Kathy is the past chair of the Elder Law and Conservatorship Committees of the Alameda County Bar Association’s Trusts and Estates Section and she is a member of the National Academy of Elder Law Attorneys and the State Bar of California’s Trusts and Estate’s Section. She has written articles on durable powers of attorney for Legal Assistance for Seniors and HICAP’s HICAPTIONS, has taught an elder law course at Cal State Hayward, and has given presentations on special needs trusts and general estate planning to various community groups.

Kathy has been included in the Northern California Super Lawyers list since 2008, and is a 1981 graduate of Hastings College of the Law.

Updated July 2015