Harrison & Held Logo

Katherine M. Cunningham

Partner

T 239.494.5775
kcunningham@harrisonheld.com
Naples, FL
Katherine M. Cunningham

Katherine M. Cunningham focuses her practice on estate planning and estate administration for high net worth individuals and families.  She advises clients throughout the planning process, including preparation of wills, revocable trusts, gift trusts, insurance trusts, and powers of attorney.  Katherine works with clients, their families and their advisors to develop a plan to transfer financial assets and manage their legacy.

Prior to joining Harrison & Held in 2017, Katherine founded a trust & estates practice with a small firm, Sonnenberg & Cunningham, Ltd., in Naples, Florida.  She was a partner with the Wealth Management group in the Chicago office of Mayer Brown LLP, and she started her practice as an associate in the Chicago office of Kirkland & Ellis LLP.

Katherine has substantial experience assisting families through the probate process and has handled large and complicated estates with closely held business interests and international assets.  She has supervised the preparation of gift and estate tax returns, and regularly works with family members, accountants and investment advisors to transfer assets in an organized and thoughtful manner after death.

Tax Year In Review, Trusts & Estates Magazine, January 2007

Tax Year in Review, Trusts & Estates Magazine, 2006

Advantages to Back-Loading: An Analysis of Back-Loaded Annuity Payments from a CLAT or RPM Annuity Trust, Tax Management Estates, Gifts and Trusts Journal, November 2004

The Service Upholds Power of Appointment as Method to Fully Utilize Estate Tax Exemption, Trusts & Estates Newsletter of the Illinois State Bar Association, October 2004

SEMINARS

Insurance in Estate Planning, Chicago-Kent College of Law, Illinois Institute of Technology, March 2010

Illinois State Bar Association

Florida State Bar Association

Northwestern University School of Law, J.D., 1999

Williams College, B.A. Cum Laude, 1995

Member of the Collier County Women’s Bar Association

Member of the Florida Association for Women Lawyers

Legislative Lead, Naples Chapter of Moms Demand Action for Gun Sense in America

Recognized as a “Rising Star” in estate planning and estate administration by Illinois Super Lawyers magazine (2011)

Related News