Succession Planning for the Professional!

A Must-Attend Event

Join us for an informative session from our very own Katie McDonough and Julie Quink.  While you spend your days helping your clients with their own succession planning for their business, Katie and Julie will present for your own succession planning.

About the Speakers

Katie M. McDonough 

is a corporate and estate planning lawyer uniquely positioned at the intersection of business and family considerations. She serves as trusted counsel for a variety of clients, including construction companies, medical and professional service firms, and other family-owned businesses and non-profits across multiple states.

Katie advises for-profit and non-profit clients on transactions, financing, business planning, succession planning, and risk mitigation. She actively coordinates the provision of legal services relating to contracts and litigation, shareholder agreements and disputes, insurance disputes, mergers & acquisitions, employment matters, commercial contracts, and partnership and trust disputes.

Katie also has deep experience in estate planning and administration, allowing her to advise clients holistically as they pursue their business goals and provide comprehensive legal service to business owners and their families.

 Julie M. Quink

Julie is the managing principal of the Firm. She joined the firm in 2011 and has over 33 years of experience in public accounting and 3 years of private, corporate accounting experience.

Julie earned her Bachelor of Science degree in Accounting from Elms College. She previously worked 4 years for an international accounting firm and 16 years for a medium-sized local firm.

Julie is involved in the accounting and consulting aspects of the practice and manages engagements of various sizes and complexity. She also performs services relative to forensic and fraud-related engagements.

Julie is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Association of Certified Fraud Examiners. She is licensed to practice in the Commonwealth of Massachusetts and is a Certified Fraud Examiner.

Julie serves as a member of the Baystate Health Board of Trustees, Treasurer of the Quaboag Hills Chamber of Commerce, the Treasurer of the Square One, the Chairperson of the School Committee of Pathfinder Regional Vocational Technical High School, a member of the Finance Committee of the East Quabbin Land Trust, the Chairperson of the Board of Directors for Greater Springfield Senior Services, Inc., Treasurer of Hardwick Rescue & Emergency Squad, Inc. and Treasurer of the Estate Planning Council of Hampden County. She is an adjunct faculty in the MBA Accounting program at Elms College. Julie also serves as a Trustee of Monson Saving Bank.

Julie was a 2017 recipient of the MSCPA’s Women to Watch awards.

Julie enjoys spending time with her family, reading, playing golf, gardening and volunteering at various community organizations in her town.