SUMMARY
Kathlene has been a licensed attorney for over thirteen years. Eight years of her career were spent at a large regional bank in various capacities, including trust and estate administration, regulatory compliance, and as the bank’s Chief Privacy Officer. Kathlene’s experience provides unique insight for clients undertaking estate planning and for clients in highly regulated industries. Kathlene takes pride delivering personalized and practical legal counsel to individuals, families, and business clients. Kathlene and her husband (and law partner), Adam, have two young sons and attend Grace Lutheran Church in Coopersville. Outside of the legal practice, Kathlene likes to camp, read, golf, and bake.

PRACTICE AREAS

  • Estate planning
  • Trust administration and probate
  • Privacy
  • Regulatory compliance
  • Business formation

EDUCATION
Marquette University, J.D., 2004
University of Wisconsin, B.A., Economics and Political Science, 2001

LICENSES AND ADMISSIONS
State Bar of Michigan (2005)
U.S. District Court for Eastern District of Wisconsin (2004)
U.S. District Court for Western District of Michigan (2005)

WORK EXPERIENCE
Sheridan Law PLC (Conklin, Michigan), Member, 2014-present
Fifth Third Bank (Grand Rapids, Michigan), Chief Privacy Officer, Compliance Manager, Trust Associate, 2006-2014
Milwaukee County Courts (Milwaukee, Wisconsin), Law Clerk, 2004-2006

COMMUNITY INVOLVEMENT
Grace Lutheran Church, Coopersville
Coopersville Area Chamber of Commerce
Allendale Area Chamber of Commerce (Board Member)
Past President of Women Lawyers Association of Michigan, Western Region
MOPS (Mothers of Preschoolers), Coopersville Chapter
Coopersville Library “Vote Yes” Committee Member
Lutheran Legal League
Muskegon Irish-American Society

REPRESENTATIVE MATTERS

  • Developing processes and procedures to comply with constantly changing regulatory requirements, including privacy, Gramm–Leach–Bliley Act, Fair Credit Reporting Act, Health Insurance Portability and Accountability Act, CAN-SPAM Act, and Telephone Consumer Protection Act
  • Assisting client with governmental regulatory audits
  • Administration of large family trusts