Brian C. Kelly

Brian Kelly has developed trusts and estate plans for his clients for over 25 years. Brian drafts comprehensive estate plans designed to transfer assets to family members during clients' lifetimes and at death in an efficient manner to minimize taxation and administrative costs. Such plans focus on revocable trusts that (i) reduce or eliminate estate taxes, (ii) avoid probate administration, and (iii) structure distributions of assets to minor children and disabled beneficiaries. With careful scrutiny, Brian assists clients with the integration of personal, business, and retirement assets into their estate plans. Brian also guides fiduciaries through the process of administering trust and probate assets and advises family members on administering assets of incapacitated spouses and parents.