Kelly Aylward is a trusts and estates attorney advising high-net-worth individuals, families, and businesses to protect and transfer wealth for the benefit of future generations. Kelly designs and implements customized estate, asset protection, business, and charitable plans that meet the unique needs of each individual and organization. Using tax-efficient techniques, Kelly helps clients manage the accumulation, preservation and transfer of wealth. Her work includes administering trusts and estates, including preparing and filing probate papers, federal and state estate and inheritance tax returns, gift tax returns, and charitable foundation filings.

Kelly’s deep knowledge surrounding tax law informs her selection of sophisticated techniques for managing income tax exposure and Kelly has particular experience in implementing tax efficient gift and generation-skipping strategies, among other tax-efficient vehicles. Kelly also advises clients in connection with tax reporting requirements for foreign financial assets. When working with businesses, Kelly prepares important documents and filings for LLCs, FLP, and corporations. She also prepares ILITs, asset protection trusts (both U.S. situs and offshore), minors trusts, charitable foundations, QPRTs, revocable grantor trusts, nominee trusts, lifetime QTIP trusts, wills and ancillary documents.

Prior to joining the firm, Kelly was a partner in a Boston boutique law firm handling domestic and international estate and tax planning for high-net-worth clients, trust and estate administration, charitable planning and business planning.