Kelli Plotz concentrates her practice in corporate matters and wealth management, including more than 20 years of experience in trust and estate law. She has successfully administered multi-million dollar estates and often interfaces with accountants on a variety of estate and gift tax issues. Kelli has extensive experience in trust and estate litigation and the defense and representation of fiduciaries embroiled in family disputes and contested issues.In addition, Kelli's practice experience includes the drafting and implementation of Wills, Revocable Trusts, Powers of Attorney for Healthcare/ Powers of Attorney for Property (POAs), Irrevocable Life Insurance Trusts (ILITs), Children’s Trusts/Spendthrift Trusts, Qualified Personal Residence Trusts (QPRTs), Intentionally Defective Grantor Trusts and corresponding Sale Agreements/ Grantor Retained Annuity Trusts (GRATs), Family Limited Partnerships (FLPs), Limited Liability Companies (LLCs), Premarital Agreements/ Prenuptial Agreements, Gifting and Charitable Lead Annuity Trusts (CLATs). She works with family owned businesses to formulate succession plans and advise on wealth preservation.
Listed skills include Estate Administration, Trust Management, Trust Taxation, Wealth Preservation Planning, and 3 others.
