Areas of Practice

John Paul Kelly, P.C., offers a broad array of expertise in estate planning, probate and related taxation. I am committed to providing a high level of service to my clients. This part of my practice focuses on family wealth transfers and minimizing gift and estate taxes through the use of the following:

  • wills (including testamentary trusts for minors or for tax and asset protection planning)
  • trusts (revocable and irrevocable)
  • family limited partnerships
  • retirement asset planning
  • charitable giving
  • marital property agreements
  • business continuity planning, and
  • life insurance planning

My practice also encompasses family business planning, entity selection, and entity design, including the following:

  • incorporations
  • general and limited partnerships, and
  • limited liability companies, and
  • planning and drafting buy-sell and related stock purchase agreements

John Paul Kelly, P.C. regularly prepares and files Federal gift and estate tax returns, and advises executors, trustees and beneficiaries on estate administration and trust matters.

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