M. Katharine Davidson - Henderson, Caverly, Pum & Charney LLP

M. Katharine Davidson

Listed in Best Lawyers since 2006

Katharine Davidson is the Chair of the Firm’s International Private Client Practice and a member of its Estate Planning and Taxation Groups.  Ms. Davidson has extensive experience representing high-net-worth individuals and their closely-held business interests and real property holdings in connection with income, estate and gift tax planning, wealth and business succession planning and international wealth transfer planning.  She drafts complex estate plans and trusts and advises clients on buy-sell agreements, family-limited partnerships and LLCs.  She also advises on the administration of trusts and estates and the operations of non-profit entities.  Her practice also focuses on tax planning, structuring and related business advice, for a wide range of corporations, LLCs, partnerships, trusts and individuals in both domestic and international tax matters.

Ms. Davidson counsels foreign clients with respect to investments in the United States, pre-immigration planning, expatriation, the application of tax treaties, U.S. withholding obligations, offshore tax compliance, residency issues, and income, transfer tax and reporting obligations of aliens, both resident and nonresident, in the United States and California.  She regularly advises U.S. entities and individuals who conduct business abroad.

She also handles tax controversy matters, representing clients in audits, appeals and appearances before the IRS and U.S. Tax Court, as well as state and local taxing authorities.  Ms. Davidson clerked for the Honorable Mary Ann Cohen of the United States Tax Court.

Ms. Davidson received her law degree from Loyola Law School, Los Angeles, where she was Managing Editor of the Law Review and elected Order of the Coif.  She received her bachelor’s degree from the University of Southern California, cum laude.

Ms. Davidson is a frequent speaker and author on domestic and international tax and estate planning topics.  Among her recent speaking engagements are “Developments in Reporting and Status of OVDI,” NYSBA Annual International Estate Planning Institute, March 2013; “Estate Planning for the International Family: One World – Many Nuances,” USC Gould School of Law Tax Institute, January 2013; “International Roundtable: International and Tax Policy Practice & Legislation,” Annual Meeting of the California Tax Bar and California Tax Policy Conference, November 2012; “International Compliance Update,” STEP Los Angeles, July 2012; “Working with Different Marital Property Regimes,” 5th Annual STEP Pacific Rim Conference, May 2012; and “Tax Audits by the IRS Global High Net Worth Industry Group: Scope and Approaches,” 5th Annual STEP Pacific Rim Conference, May 2012.

Ms. Davidson recently published “Estate Planning for the International Family: One World, Many Nuances – A Look into Planning for U.S. Persons with Foreign Ties,” Lexis Nexis/USC Major Tax Planning, Chapter 12, 2013.

Loyola Law SchoolJ.D.
Law ReviewAmerican College of Trust and Estate CounselState Bar of California, Taxation SectionLos Angeles County Bar Association, Taxation SectionSociety of Trust and Estate PractitionersAssociation of Tax Counsel of Los AngelesLos Angeles International Tax ClubLoyola Law School LLM Taxation ProgramAngeles Girl Scout Council

Office Locations

12750 High Bluff Drive, Suite 300
San Diego, CA 92130
United States

555 West Fifth Street, 31st Floor
Los Angeles, CA 90013
United States

Lawyer of the Year Awards

2014 Lawyer of the Year in Litigation and Controversy - Tax of the Los Angeles Metro Area
M. Katharine Davidson has earned a Lawyer of the Year award for 2014!

Practice Areas

Litigation and Controversy - Tax
Tax Law
Trusts and Estates

Other Information

Gender: Female