Kelly provides sophisticated estate planning and estate administration services to ultra high net worth individuals, families, and business owners throughout New York City and beyond. With over a decade of experience in the trusts and estates field, she has earned a reputation for delivering personalized, strategic, and tax-efficient solutions tailored to the unique needs of each client.
Advising families with complex financial and personal situations, Kelly assists clients in designing comprehensive estate plans that protect their wealth, minimize estate taxes, and ensure the seamless transfer of assets across generations. Her knowledge spans the creation of sophisticated trust structures, charitable giving strategies, family governance, business succession planning, and the intricacies of tax law impacting high net worth individuals.
In addition to estate planning, Kelly has extensive experience in estate and trust administration, guiding executors and trustees through the often complex processes of probate, asset distribution, and tax reporting. She works closely with clients and their families to navigate the administration of estates and trusts in a manner that is both efficient and respectful of family dynamics.
Kelly also frequently works with clients on issues related to cross-border estates, including coordinating multi-jurisdictional tax planning and estate administration. She has deep knowledge of the federal and state estate and gift tax codes and is adept at finding solutions that mitigate tax burdens, protecting clients’ legacies for future generations.
A thought leader in the field, Kelly regularly contributes to industry publications and speaks at seminars on estate planning, wealth preservation, and tax law.