Presenter: Claire Kelly

Description: Let’s follow the yellow brick road and pull back the curtain on what these instruments do, and whether you actually need all of them.

Did you know that not everyone needs a revocable trust as part of their estate planning? This entertaining session will clarify the roles of different estate planning tools, when to use them, and how to protect your loved ones. We’ll also talk about the role a Special Needs Trust can play in your estate plan and how this awesome tool can protect you and your loved ones.

Presenter Information:
Meet Claire Kelly, Attorney at Trusts & Wealth, PLLC. Claire crafts detailed estate plans for discerning clients, and delights in customizing the perfect plan for each family. To ensure peace of mind, Claire always includes planning for incapacity as well, to ensure your loved ones will continue to receive the care they need regardless of your health.

Claire has been fortunate to leverage her tax and estate planning knowledge in service of the community. Her volunteer experience includes estate planning for first responders through Wills for Heroes and tax preparation through the Capital Area Asset Builders. When not collaborating with clients to design their perfect estate plan, Claire enjoys woodworking, traveling, and spending time with her husband and three children.