About Kelli Chase Plotz

With more than 20 years' experience in trusts and estates law, Kelli Plotz helps clients develop plans to ensure the preservation of their wealth and the execution of their wishes. She administers multimillion-dollar estates and interfaces with accountants on a variety of estate and gift tax issues. She also has extensive experience in litigation and the defense and representation of fiduciaries embroiled in family disputes and contested issues.

A detail-oriented approach to trusts and estates law

Kelli's practice includes the drafting and implementation of wills, revocable trusts, powers of attorney for health care, powers of attorney for property, irrevocable life insurance trusts, children's trusts and spendthrift trusts, qualified personal residence trusts, intentionally defective grantor trusts and corresponding sale agreements/grantor retained annuity trusts, family limited partnerships, limited liability companies, premarital agreements and prenuptial agreements, and gifting and charitable lead annuity trusts. Kelli also works with family-owned businesses to formulate succession plans and advise on wealth preservation.

Practice Focus

  • Trusts and estates law and litigation