Kelly assists domestic and international high net worth individuals and families in the preservation and transfer of wealth by creating estate plans that provide for and protect her clients’ loved ones and secures their wealth for future generations. In doing so, she prepares wills, various types of trusts, durable powers of attorney, living wills, and health care proxies. In addition to tax planning, Kelly tailors each client’s estate plan for his or her specific needs and goals, including planning for minor children and second marriages.
Kelly advises trustees in their administration of trusts, including amending and decanting irrevocable trusts. She also advises clients in returning assets to the United States from overseas through the Offshore Voluntary Disclosure Program with the IRS and New York state.
Prior to joining the firm, Kelly was an associate attorney for a New York law firm where she focused her practice on trusts and estates. Kelly earned her bachelor's degree from Wake Forest University and her law degree from Maurice A. Deane School of Law at Hofstra University. During law school, she served as the student managing editor of staff of the American College of Trust and Estate Counsel (ACTEC) Journal. Kelly also served as the vice president of the moot court board and competed in multiple national moot court competitions.