SUMMARY
Kathlene has been a licensed attorney for over twenty years. Kathlene’s experience provides unique insight for clients undertaking estate planning. Kathlene takes pride delivering personalized and practical legal counsel to individuals, families, and business clients. Prior to forming Sheridan Law, she spent eight years at a large regional bank in various capacities, including trust and estate administration, regulatory compliance, and as the bank’s Chief Privacy Officer. Kathlene and her husband (and law partner), Adam, have two sons. Outside of the legal practice, Kathlene enjoys teaching Sunday School, camping, reading, golfing, and baking.

PRACTICE AREAS

  • Estate planning
  • Trust administration and probate
  • 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)
Licensed Real Estate Salesperson in State of Michigan
Previously admitted to State Bar of Wisconsin (2004-2013)

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
Coopersville Area Community Foundation (Former Board Member)
Muskegon Irish-American Society
Past Board Member of Allendale Area Chamber of Commerce
Past President of Women Lawyers Association of Michigan, Western Region
Past Member of MOPS (Mothers of Preschoolers), Coopersville Chapter

REPRESENTATIVE MATTERS

  • Assisting families throughout West Michigan with estate planning, trust administration, and estate administration
  • 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