Katie Coeyman

As a Tax and Estate Planning Attorney with Schechter’s Advanced Design team, Katie provides clients and their advisors with creative and effective planning designs and strategies.

Prior to joining Schechter, Katie worked with law firms in Georgia and South Carolina and advised high-net-worth clients in the areas of tax, wealth transfer and estate planning. Katie graduated from the University of Georgia School of Law in 2018 and received her LL.M. in Taxation from the University of Alabama School of Law in 2021. Prior to attending law school, Katie graduated from Clemson University with a Bachelor of Arts in Philosophy.

Katie currently resides in her hometown of Charleston, South Carolina. In her spare time, she enjoys golfing, cooking, and traveling to see friends and family.

We’re “In the Money”

Katie Coeyman

LL.M

Acquiring a Long-Term Hedge on Financed Life Insurance Premiums Results in Us Being “In the Money” On Day One In the current financial landscape, there exists a notable discrepancy between short-term and long-term interest rates. Today, short-term

Recent Developments in Split-Dollar Arrangements

Katie Coeyman

LL.M

This year at the Heckerling Institute on Estate Planning, Donald O. Jansen, Mary Ann Mancini, and G. Michelle Ferreira presented “Split Dollar is Still Alive and Kicking – Fundamentals and Intergenerational Update” – an interesting and educational

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Katie Coeyman

Insights

We’re “In the Money”

Recent Developments in Split-Dollar Arrangements