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Legacy and Succession Planning

Legacy and succession planning for individuals, families, and business owners

Helping clients create, build, and preserve generational wealth. Licensed in the District of Columbia, Maryland, Missouri, and Illinois.

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Services

Plan for the life you are building

Wills and Estate Planning

A clear plan for your home, savings and wishes, built around the life you are living now.

Trusts

Protect and grow what you have built, avoid probate and keep the tax advantages your family deserves.

Incapacity Planning

Powers of attorney and healthcare directives so the people you trust can act for you when needed.

Generational and Business Succession Planning

Pass on your business and your values with a plan that keeps your legacy growing.

Prenuptial and Postnuptial Agreements

Thoughtful agreements that protect each partner and the wealth you build together.

Keisha I. Patrick, Esq.

About

Keisha I. Patrick, Esq.

Keisha I. Patrick, Esq. founded The K.I. Patrick Law Firm PLLC to serve individuals, families, and business owners with legacy and succession planning. She brings deep experience in financial services regulation and advanced training in tax to that work. She holds an LL.M. in Taxation with a Certificate in Estate Planning at Georgetown University Law Center and spent more than 15 years in legal, regulatory, and policy roles, including 13 years across the Federal Reserve System and three years as Associate General Counsel at the Public Company Accounting Oversight Board. Her experience advising senior leaders on the safety and soundness of banks and their proposed activities shapes how she helps clients build plans that are sound, durable, and designed to last.

Beyond the law, Keisha's nearly 20 years as a youth and young adult pastor have deepened the compassion and listening skills essential to helping families plan for their future. In addition to her LL.M. in Taxation, Keisha holds a Bachelor of Journalism and Juris Doctor from the University of Missouri-Columbia and a Master of Divinity from Howard University. She is admitted to practice law in the District of Columbia, Maryland, Missouri, and Illinois. Above all, Keisha finds it a privilege to help clients make informed, confident decisions that build and preserve wealth across generations and bring peace of mind to the people they love.

Free Presentation Slides

Get the slides from our legacy planning discussion

Whether you attended or not, enter your name and email to get the full slide deck. Learn how wills, trusts, and business succession plans help you build, protect, and pass on generational wealth. You will also get practical planning tips by email.

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Ready to talk about your plan?

Book a consultation and we will talk through your family, your business and the legacy you want to build.

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