About Caitlin A. Kelly
As an associate in the Private Wealth group, Caitlin Kelly focuses her practice on estate planning, asset protection, trust and estate administration, and wealth preservation. Caitlin performs a wide variety of services for clients, including the preparation of wills, revocable living trusts, dynasty trusts, virtual representation and settlement agreements and other estate planning documents necessary for each individual client and plan.
Any successful endeavor starts with a good plan
From core estate planning documents to more complex and sophisticated gifting and tax planning strategies, Caitlin provides comprehensive and appropriate estate plans, which fit the specific wants and needs of each particular client. Caitlin also has experience representing individuals and fiduciaries alike in contested estate and trust matters. She takes her role as a counselor very seriously and enjoys assisting clients during what can be the emotional and complicated process of getting their affairs in order.
With her prior experience at a boutique estate planning firm, Caitlin has a keen eye for detail and ample experience assisting families and business owners in planning their estates, protecting assets, transferring wealth and minimizing taxation.
- Private wealth
- Private client services
- Fiduciary litigation
September 24, 2021
January 15, 2021
November 24, 2020