Kelly J. Cooksey

Kelly Cooksey focuses her practice on estate and gift tax planning for high net worth individuals, as well as probate and trust administration.  Her experience includes drafting living trusts and gift trusts, handling complex trust administration and probate proceedings and coordinating tax-efficient wealth transfer strategies among numerous advisors.  She regularly advises clients on the wide range of sophisticated issues arising in these transactions, including income, gift, estate and property tax issues, the modification of irrevocable trusts through methods such as trust decanting as well as charitable planning issues, particularly compliance with private foundation self-dealing rules.