Kelly is a paralegal in the Estate Planning Practice Group in the Milwaukee office. She has worked in the legal field since 1985. Kelly specializes in all aspects of estate and trust administrations. She has extensive experience preparing estate and trust inventories and accountings, estate tax returns, fiduciary income tax returns, probate documents, assisting with asset transfers, and the funding and termination of trusts. Kelly works closely with attorneys and clients on numerous projects including the preparation of estate planning documents and assisting with numerous other trust and estate administrative matters.
Bachelor of Arts, Mount Mary College, Business Administration, magna cum laude