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Kay Abramowitz
Partner, Miller Nash Graham & Dunn, LLP- retired
Professional Background
Kay Abramowitz has dedicated her career to assisting individuals and couples in establishing robust estate plans and facilitating the smooth transfer of family wealth since 1984. With nearly four decades of legal experience, Kay's expertise lies in trust administration, probate, and tax compliance, particularly during transition periods that accompany the loss of a loved one. Her deep understanding of family dynamics and financial intricacies allows her to support her clients amid life's most challenging moments.
A significant part of Kay's practice focuses on family-owned businesses, where she plays a pivotal role in succession planning and governance. As a trusted advisor, she collaborates with shareholders and boards to develop comprehensive succession plans and connects them with external resources to help them execute these plans effectively. Her commitment to fostering collaboration and ensuring the sustainability of family businesses sets her apart in her field.
Currently, Kay is proud to practice at Miller Nash Graham & Dunn, LLP (MNG&D), a premier law firm in the Pacific Northwest, which has established itself as a leader in legal services with offices in Portland, Seattle, Vancouver, and Long Beach. Prior to her tenure at MNG&D, Kay served as a partner at Ater Wynne, LLP, as well as a shareholder at Buckley LeChevallier, PC. She began as a sole practitioner in downtown Portland, where she cultivated her skills and built a reputation for excellence in legal practice for estate and wealth management.
Education and Achievements
Kay's educational background sets a strong foundation for her legal expertise. She studied at Lewis & Clark Law School, where she earned her Juris Doctorate (JD). Additionally, she holds a Bachelor of Science in Psychology from the University of Utah, providing her with a unique perspective when addressing client needs and understanding family dynamics in wealth transfer.
Beyond her law practice, Kay is actively engaged in her community. She has served on numerous boards, including the Oregon College of Art & Craft and the Portland Opera, where she was previously the President of the Board of Directors. Kay also served as a member of the Board of Directors at Meals on Wheels People and the Portland State University Foundation. Her commitment extends to advising future generations through her time with the Austin Family Business Program at Oregon State University, where she supported family business education and governance.
Notable Contributions
In her illustrious career, Kay Abramowitz has developed specializations in various aspects of estate planning and wealth management. Her notable areas of expertise include tax-sensitive revocable and irrevocable trusts, disclaimer wills and trusts, special needs trusts, and both charitable remainder and lead trusts. Moreover, she has extensive knowledge in asset protection and the intricacies of probate and trust administration, ensuring compliance for her clients and facilitating a seamless transition during sensitive times.
Kay is also well-versed in the ethical aspects of wealth transfer, offering her clients guidance on ethical wills and drafting pre-nuptial agreements to safeguard family heritage and future interests. Her understanding of the unique challenges faced by non-U.S. citizen spouses further enhances her law practice, allowing her to cater to an increasingly diverse clientele.
Her role as a partner and chair of wealth preservation and family-owned business practice groups at Ater Wynne LLP highlights her leadership in the field, demonstrating her commitment to professional excellence and her desire to elevate the practice of estate planning amongst her peers. As a frequent speaker and advisor, Kay imparts her knowledge to others, helping them navigate the complexities of family governance and succession planning effectively.
In addition to her practice and board memberships, Kay has made significant contributions to the arts and culture sector through her involvement with Artists Repertory Theatre, enriching the local community and fostering creativity through the performing arts.
Conclusion
With nearly four decades of experience, Kay Abramowitz combines profound legal knowledge with a heartfelt approach to estate planning and wealth preservation. Her practice not only secures the future of her clients but also seeks to enhance the overall well-being of the families and businesses she serves. As a leader at Miller Nash Graham & Dunn, she continues to provide unparalleled legal services while engaging actively in community service and mentorship. Kay's expertise in complex estate planning, family business governance, and philanthropic endeavors make her a valuable resource in the legal community and a trusted ally to her clients.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.