Sirote > Our People > Katherine N. Barr

Download vCard | Download Bio

Katherine N. Barr

Shareholder
Birmingham
kbarr@sirote.com
Tel: 205-930-5147
Fax: 205-212-3856
Assistant
Kathy Stephens
kstephens@sirote.com
205-930-5231

A member of the firm's Estate, Wills & Trusts department, Katherine handles all aspects of estate planning and administration for clients. Her passion, however, and the focus of much of her practice involves special needs planning. She assists clients in providing for a child or family member with special needs in a way that does not jeopardize government benefits. She also assists when a person with a disability will receive a personal injury settlement or an inheritance and needs to keep SSI or Medicaid.

  • Advises clients in planning their estates to accomplish their goals for distribution of assets to beneficiaries while minimizing estate tax liability
  • Assists families in planning for maximum government support and financial assistance to continue care for disabled family members, including preparation of special needs trusts
  • Assists with settlement of personal injury cases for persons with disabilities and prepared court-created special needs trusts to receive settlement proceeds
  • Assists families of the deceased in probate administration
  • Drafts necessary documents, such as wills and trusts, to carry out clients' estate plans 
  • Works with families who need conservatorships for managing the assets of minors or for the management of the business affairs or the care of an incapacitated person
  • Special Needs Alliance, Alabama member 
  • American College of Trust and Estate Counsel (ACTEC), fellow
  • National Academy of Elder Law Attorneys, 1996-present
  • Alabama Family Trust, advisory board
  • Birmingham Estate Planning Council
  • Alabama Super LawyersEstate Planning and Probate
  • Birmingham Magazine "Top Attorney," Trusts and Estates
  • Best Lawyers in America, Trusts and Estates
  • Recipient of the highest rating attainable by Martindale-Hubbell, a reflection of having achieved preeminent status in the areas of professional skill and integrity
  • Birmingham Bar Association
    • Elder & Disability Law Subcommittee
  • American Bar Association
    • Real Property, Probate & Trust Section Committee on Committee on Long-Term Care, Medicaid & Special Needs Trusts, Chair
    • Elder Law, Disability Planning & Bioethics Group, 1996-present
    • Real Property, Trust & Estate Section, Publications Committee
    • Immediate past Group Chair, Committees on Surrogate Decision Making, Special Needs Trusts, Medicaid & Long-Term Care and Bioethics
  • American Bar Foundation, fellow
  • Frequent speaker at national, state and local professional education seminars presenting topics related to special needs trusts, planning for the disabled, estate planning and estate administration 

Schools

  • Cumberland School of Law
    JD, cum laude, 1985
  • Auburn University
    BA, 1975
  • Samford University
    MBA, 1985

Additional Accolades

Cumberland School of Law

  • The Cumberland Law Review, Writing Editor

 

 

 

 

 

 

  • VSA Alabama, board of directors
  • Alabama's Special Camp for Children and Adults (Camp ASCCA), an Easter Seals Organization, board of directors, 1999-02

 

 

 

  • Parent Advocates of Down Syndrome Group (PADS), board of directors, 2005-06

 


  • Author, "Celebrate the Power of Creativity with Alabama's Very Special Artists," Sirote Supports, August 2012
  • Co-author, "Planning for Children and Adults with Disabilities: The Benefits of Combining Charitable Planning and Special Needs Trusts",The Journal of Gift Planning, 3rd Quarter 2006
  • Author, "General Practitioners Beware: The Duty to Refer an Estate Planning Client to a Specialist", 14 Cum. L. Rev. 103, 1984
  • Speaker, "Guardianships and Conservatorships in Alabama," Special Needs Roundtable, July 2013
  • Speaker, "Life Planning: Special Needs Trusts," Rett Syndrome Conference, August 2013

 

 

Best Lawyers Recognizes 46 Sirote Attorneys as the "Best Lawyers in America" for 2014 - 8/16/2013

Read More


Sirote Attorney Katherine Barr to Speak at Rett Syndrome Conference - 7/29/2013

Read More


Sirote's Katherine N. Barr and Peter M. Wright to Speak at Special Needs Roundtable - 7/11/2013

Read More


Sirote & Permutt Announces 30 Attorneys Selected as Alabama Super Lawyers 2013 - 6/14/2013

Read More


Sirote's Katherine Barr Featured by Special Needs Alliance - 5/31/2013

Read More


Sirote & Permutt Estate Planning Alert: What to Know Before Donating - 5/24/2013

Read More


Sirote's Katherine N. Barr to Moderate Special Needs Panel at ABA Symposia - 4/25/2013

Read More


Sirote Legal Alert: The Changing Tax Climate - 12/10/2012

Read More


Best Lawyers Recognizes 43 Attorneys from Sirote & Permutt as the "Best Lawyers in America" for 2013 - 11/5/2012

Read More


Sirote Lawyer Katherine Barr Supports Art Therapy For Persons With Disabilities - 6/18/2012

Read More


Katherine Barr Elected To Special Needs Alliance Board - 12/8/2011

Read More


Katherine Barr to Moderate ABA Webinar - 8/15/2011

Read More


Craig Stephens Fellow in the American College of Trust & Estate Counsel - 4/25/2011

Read More


Katherine Barr Appointed to Supervisory Position for the American Bar Association’s Real Property, Trust & Estate Section - 1/28/2011

Read More


Katherine Barr & Joel Mendler to Speak at CLE Alabama Seminar - 1/26/2011

Read More


Katherine Barr Featured Speaker at American Bar Association Meeting - 10/18/2010

Read More


Best Lawyers has selected 32 attorneys from Sirote & Permutt for recognition in The Best Lawyers in America for 2011 - 8/27/2010

Read More


31 Sirote Attorneys Listed In Best Lawyers - 8/7/2009

31 Sirote attorneys listed in the 2010 edition of Best Lawyers Read More


Publication Recognizes 20 From Sirote As Super Lawyers - 5/19/2009

Birmingham law firm Sirote & Permutt is pleased to announce that 20 attorneys from the firm were selected for inclusion in the “2009 Super Lawyers” publication. Read More


Birmingham Magazine Recognizes 17 From Sirote As Top Attorneys - 3/10/2009

Birmingham law firm, Sirote & Permutt, is pleased to announce that 17 attorneys from the firm were selected by their peers for inclusion in the list of “Top Attorneys” published in Birmingham Magazine. Read More


Fourteen Sirote Lawyers Named to Super Lawyers - 6/9/2008

Sirote & Permutt had fourteen lawyers listed in the 2008 edition of Alabama Super Lawyers. They were Katherine N. Barr, Robert R. Baugh, Steven A. Brickman, Julian D. Butler, John H. Cooper, Elizabeth H. Hutchins, Ronald A. Levitt, Melinda M. Mathews, Joel A. Mendler, Lenora W. Pate, J. Jeffrey Rich, Maurice L. Shevin, Judith F. Todd, and George M. Van Tassel, Jr. Read More