Paralegal
Kelliann assists attorneys with trusts and estates, providing support in trusts, wills, powers of attorney, administration, and litigation.
She offers support with client communications, document preparation and drafting, record maintenance, and tax and fiduciary account preparations. She regularly works alongside professionals, including personal representatives, trustees, attorneys, accountants, financial advisors, and court professionals.
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Behind every successful case, every smoothly closed transaction, and every well-prepared filing, a paralegal is making it happen. National Paralegal Day is our opportunity to recognize the professionals who are essential to our legal teams, the ones who keep cases on track and support clients every step of the way. This year, we asked several […]
Practices estate planning, business succession planning, and estate and trust administration. Advises multiple generations of successful families and their businesses.
Supports attorneys in estate and trust matters. Offers assistance with document preparation, estate and trust administration, and client communication.
Advises closely held companies on federal tax, corporate, and estate planning, including M&A, entity formation, financing, and ownership transitions.
Advises families and businesses in estate and tax planning. Counsels individual and corporate fiduciaries on trust and estate administration matters.
