Kathryn E. Szewczyk



Katie Szewczyk is an attorney in the firm’s Estate & Tax Planning practice area helping clients – especially ones in MetroWest and central Massachusetts -­ with estate planning and related tax issues, long-term care planning, special needs and disability planning as well as business succession planning. Katie guides her clients through the estate planning process, from initial meeting and drafting to the execution of documents. She handles estate and trust administration, elder law, probate litigation and other estate and trust matters, such as:

  • Re-titling of assets to optimize estate tax savings
  • Managing probate matters, such as formal and informal estate administrations, guardianships and conservatorships, including contested proceedings and those dealing with Rogers Authority guardianships
  • Drafting Intentionally Defective Grantor Trusts for succession and inheritance planning of multiple family businesses

“I often work with couples who are thinking about their retirement,” she notes, “as well as with couples in second marriages, sometimes planning estates with two sets of descendants.” In addition, younger couples – including professionals, executives and even graduate students – work with Katie closer to the beginning of their careers. Katie regularly helps clients with guardianships, conservatorships and planning for long-term care or Medicaid.

Clients are attracted to Katie’s positive attitude and level-headed approach to problem solving. “This is especially helpful when my clients are dealing with an emergency or other stressful situation,” she adds, “and it is important to de-escalate and diffuse conflict.” Katie’s attention to detail, responsiveness and empathy are other pluses with clients. “I enjoy getting to know my clients and the full picture.”

Before Bowditch

While a student at Suffolk University Law School, Katie worked as a law clerk in the Estate & Tax Planning practice area of Bowditch & Dewey and also interned at the Massachusetts State House for the Joint Committee on Education. She joined the firm in 2010.

Besides work

Katie enjoys road trips, particularly if it means visiting mountains or the ocean. When she’s home, she tries out new recipes whenever she has the chance.


  • Member, Board of Directors, Colony Retirement Homes
  • Member, Boston Estate Planning Council
  • Secretary, Estate & Business Planning Council of Worcester County
  • Member, National Academy of Elder Law Attorneys (“NAELA”)
  • Member, Massachusetts Chapter of NAELA
  • Member, MetroWest Chamber of Commerce
  • Member, Trusts & Estates Consortium
  • Member, Women’s Bar Association
  • Member, Worcester County Bar Association
  • Member, New Hampshire Bar Association

Articles + Talks

Bar Admissions

  • Massachusetts
  • New Hampshire


  • J.D., Suffolk University Law School
  • B.S., magna cum laude, Babson College

Solving a complicated case of elder financial abuse

“My client in this case was a son with an elderly mother living in MetroWest who suffered from dementia,” noted Katie. “The son lived out of state and had discovered that a relative had committed financial abuse by naming himself as the beneficiary of all of the mother’s assets.” After Katie helped her client obtain a guardianship and conservatorship, the son reinstated his mother’s original beneficiaries as she had intended. “The son moved his mother out of state with him and used the proceeds from the sale of her home to fund her care.”

Helping a client in need of someone they could trust

When an elderly woman close to her 100th birthday needed help with estate planning, Katie discovered that her client was divorced, estranged from her son and had no local family. “She had outlived almost everyone she knew and was effectively all alone,” Katie explained. After several meetings, the woman named Katie as her Personal Representative on her will and agent under her Durable Power of Attorney and Health Care Proxy, for operational matters and medical decisions. Acting pro bono, Katie helped move the woman to a nursing home and managed her assets. “After my client died, I planned her funeral and administered her estate. I’m glad she was able to rely on me.”

Other experience

  • Prepared gift tax returns for transfers of multiple residences, estate tax return for estate of over $10 million and income tax returns for clients with wide variety of income sources
  • Assisted in filing an amicus brief on behalf of the National Academy of Elder Law Attorneys, Massachusetts Chapter in the Massachusetts Appeals Court case of Heyn v. Director of the Office of Medicaid. The brief successfully argued in favor of the use of Irrevocable Income-Only Trusts as a Medicaid planning tool, providing additional flexibility and predictability in long-term care planning for elders across the state. “In the future, this case will protect elders when they’ve been unfairly denied Medicaid assistance.”
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