U.S. District Court, Eastern District of California
U.S. District Court, Northern District of California
Kelly is a shareholder in the firm’s Trusts and Estates group, and focuses her practice on helping people solve problems after someone passes away. Kelly also works with families and other loved ones to protect seniors when they become incapacitated. Kelly combines her litigation experience with a thorough knowledge of probate law to help her clients resolve a wide range of trust and probate disputes, including elder financial abuse claims, contested conservatorships, will and trust contests, contested accountings, breach of fiduciary duty claims, and other contested and uncontested matters involving the administration of trusts and estates. With Kelly’s extensive experience in helping families resolve disputes, she knows that a successful result often involves keeping the family relationships intact, and she helps her clients work through their disputes at very emotionally difficult times.
Kelly also represents beneficiaries as well corporate and individual trustees, executors, and other fiduciaries in a wide range of uncontested matters, including interpretation of complex estate planning documents, accountings, petitions for instructions, petitions for construction of trust instruments, and other probate and trust administration issues.
Kelly regularly speaks on issues related to trusts and estates litigation and elder financial abuse, and has been a panelist for continuing legal education programs for CEB, NBI, Legal Services of Northern California, and the Placer County Bar Association. Kelly has also authored several articles about elder financial abuse litigation, including “Contractual Arbitration: Is It Binding on the Victims of Elder Abuse?”
J.D., University of the Pacific, McGeorge School of Law, 1995
B.A., California State University, Sacramento, 1991
State Bar of California, Litigation and Trusts and Estates Section
Sacramento County Bar Association, Probate and Estate Planning Section
Sacramento Estate Planning Council
Sacramento County Financial Abuse Specialist Team (SacFAST)
Placer County Bar Association
The Best Lawyers in America ®, 2018, Sacramento, Litigation – Trusts and Estates
Sacramento Magazine’s Top Lawyers List, 2015 & 2017 –Estate Planning and Probate
Northern California Super Lawyers Rising Star, 2009
Northern California Super Lawyers, 2012-2017