I work with you to help demystify the estate planning process. I strive to understand your objectives before suggesting solutions often working in collaboration with your existing financial advisors and/or accountants.
I want you to be not only satisfied with your documents, but also happy with the process and the service you have received along the way.
I specialize in working with smaller to mid-sized estates – single people including women in transition, and same sex individuals, couples and families.
I am a member of The Boston Bar Association where I am both a writer and speaker for the Trusts & Estates Section – Tax Subcommittee. Additionally I am a member of the Women’s Bar Association, where I participate in the Women’s Bar Foundation – Elder Law Project (providing estate planning documents to low income individuals). Lastly I am a member of The Boston Estate Planning Council where I serve on the Seminars and Webinars Committee.
|Owner||K. Reilly Law LLC||2015 - Present|
|Volunteer Attorney||Women's Bar Foundation||2013 - Present|
|Associate||Cushing & Dolan, PC .||2014 - 2014|
|Consultant||Self Employed Consultant||2012 - 2014|
|Vice President||Citi Fund Services Ohio, Inc.||2006 - 2010|
|Legal Intern||CitiStreet||2004 - 2005|
|Full-time Law Student||Suffolk University School Of Law||2002 - 2005|
|Director||Fidelity Investments||1987 - 2001|
|Association name||Position name||Duration|
|Ellevate||Member||2016 - Present|
|Boston Bar Association||Member||2013 - Present|
|Boston Estate Planning Council||Member||2013 - 2017|
|The Boston Club||Member||2012 - 2017|
|Boston Bar Association Tax Section, Estate Planning Committee||Estate and Gift Tax Updates||2016|
|Boston Bar Association Tax Section, Estate Planning Committee||Estate and Gift Tax Updates||2015|
|Boston Bar Association Tax Section, Estate Planning Committee||Estate and Gift Tax Updates||2014|
|Suffolk University Law School||JD - Juris Doctor||2005|
|Suffolk University||MBA - Master of Business Administration||1997|
|Rosemont College||BA - Bachelor of Arts||1983|
|Boston Bar Association, Trusts and Estates Section||Form 8971 & Schedule A and Related Regulations||2016|
|Boston Bar Association - Year In Review||Estate and Gift Tax Update||2015|
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