Katherine Heptig Bio

A partner in the firm’s Business Dissolution, Corporate, Health Services, Trusts & Estates, and Tax Practice Groups, Kate focuses on transactional tax law and executive compensation; general business law relating to corporations, LLCs and partnerships; and ERISA/employee benefits matters (a specialty in which she earned her LL.M.) including multi-employer health and welfare, and retirement plan issues for plan sponsors and participants. She advises individuals and businesses across a broad range of industries in each of these substantive areas of law in connection with corporate operations and reorganizations; sales and acquisitions of businesses; tax-free spin-offs; executive compensation arrangements; qualified and non-qualified pension and deferred compensation plans; equity, incentive compensation, change in control and severance arrangements; business succession planning; executive employment agreements; shareholder and operating agreements; joint ventures; corporate governance; commercial contracts; and audit and other tax controversy matters. Kate advises physicians, group medical practices, and other types of health care clients on transactional matters from tax, regulatory, and corporate governance standpoints, and she has experience establishing MSO corporate structures for licensed professionals in a variety of fields, in addition to preparing such entities for investments through private placements. Kate also represents not-for-profit corporations with respect to formation and securing tax-exempt status, as well as on operational issues, compensation matters, and corporate governance. Kate is a member of the firm’s Management Committee.