Kelly Spear Email & Phone Number

Ft Lauderdale, FL

Performed insolvency and preferential/fraudulent transfer analyses. Assisted with investigations of securities fraud and Ponzi schemes. Provided litigation support and claims administration. Prepared bankruptcy filings, including Bankruptcy Schedules, Statement of Financial Affairs, Budgets, and Debtor/Trustee-in-Possession Reports.

Stuart, FL

Drafted complex estate planning documents, including Wills, Revocable Trusts, ILITs, CRTs, and Powers of Attorney. Researched and analyzed estate, trust, and tax law issues. Reviewed gift tax returns for compliance. Conducted client document executions.

Boca Raton, FL

Researched estate, trust and tax law, and identified potential tax saving strategies. Administered estates and trusts and prepared estate and gift tax returns. Structured and formed business entities. Interviewed and consulted with clients.

Gainesville, FL

Drafted pleadings, discovery documents, correspondence, homeowners’ association documents, and appeals to Value Adjustment Board. Conducted legal research in business, construction, and real estate law. Catalogued and maintained files for hearings and trials.

Gainesville, FL

Drafted bench memoranda, orders, and correspondence. Reviewed estate and guardianship files for statutory and case law compliance. Audited guardianship annual accountings and documented inconsistencies. Researched and summarized statutory law revisions. Prepared files for and attended probate hearings.

Gainesville, FL

Prepared individual income tax returns, Florida Tangible/Intangible tax returns, and quarterly payrolls. Created cash disbursement/receipt journals, bank reconciliations, trial balances, tax estimates, and financial statements.

Ll.M., Taxation

Activities and Societies: Estates, Trusts & Elder Law Society

J.D., Estate Planning, Taxation

Activities and Societies: Estates, Trusts & Elder Law Society, IRS Volunteer Income Tax Assistance (VITA), International Business Law Study

B.S., Accounting

Activities and Societies: Business Law Teacher’s Assistant, Criminology & Law Honor Society, Pre-Legal Honor Society