It’s been coming for a while.  I’ve been doing everything I could do to prepare for it, but it’s like most things that change when you don’t want them to change, I’m not happy about it.On the other hand, what can I say?  It’s really a huge step in the right direction.

What am I talking about?  Katrine Berger, our firm’s Client Services Director, is leaving us to go to Southwestern Law School for her law degree.  That is the good news and the bad news.

For those of you who have had the pleasure of working with Katrine, you know how warm and caring she is.  She has been such an asset to our team in so many ways, with her expertise at handling our clients’ daily needs and understanding of the legal issues that arise for them.  But she has decided to take her passion for helping families with their estate planning to the next level and become an attorney.

We will miss her dearly.  But, as I said, this is a positive step for her, and we wish her nothing but success.  Who knows?  Maybe we will welcome her back one day as an associate!

We have done an extensive search to find a replacement who has all of the great characteristics that Katrine brought to the party, and we have found her!  Please join us in welcoming Susan Dennis who will take over the duties of Client Services Director near the end of May, when Katrine will have finished training her and helping out part time until she begins preparing for Law School.

Susan also has an extensive background in trusts and trust administration, so I’m confident that she is going to be a great addition to our team.  Please feel free to call the office and introduce yourself so that you can begin to get to know her, too, since so many of you have had a wonderful relationship with Katrine.

Stick around for this week’s feature article where we talk about “What To Do If You Are Audited By The IRS.”

Love,
Gerry