Kerry Reilly - Jd,Mba

Kerry Reilly - Jd,Mba Email and Phone Number

Estate Planning for the 99% & Solo Agers (MA only) @ DangerLaw, LLC
Kerry Reilly - Jd,Mba's Location
Boston, Massachusetts, United States, United States
Kerry Reilly - Jd,Mba's Contact Details

Kerry Reilly - Jd,Mba work email

Kerry Reilly - Jd,Mba personal email

About Kerry Reilly - Jd,Mba

Estate Plans for the 99% and Solo Agers. Planning is "easier" when it's "all to my spouse, then to my kids." What if we don't have a spouse or kids? Who do we name as our Power of Attorney, Health Care Agent, etc.? What if we are living with someone or caring for an aging parent, we may need a Cohabitation Agreement. I love working with clients to cover all their bases, now and in the future so you feel secure with the "now" and the "later."

Kerry Reilly - Jd,Mba's Current Company Details
DangerLaw, LLC

Dangerlaw, Llc

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Estate Planning for the 99% & Solo Agers (MA only)
Kerry Reilly - Jd,Mba Work Experience Details
  • Dangerlaw, Llc
    Senior Attorney
    Dangerlaw, Llc Sep 2022 - Present
    Suite 10, Massachusetts, Us
    A well-drafted Estate Plan can protect you and help your loved ones answer unanticipated and life-changing questions that arise about your life, death, sickness and the unknown. It gives you peace of mind that when you are no longer able, only those whom you trust have the power to care for you, your loved ones, and your possessions. Our unique approach to having these difficult conversations empowers our clients to make important decisions, and we make the process as collaborative and enjoyable as possible. (www.dangerlaw.com)Let's set up a no-fee Initial Consultation - https://calendly.com/kerryreilly-dangerlaw/initial-consultation-nice-to-meet-youFirm Services - Estate Administration, Fiduciary Litigation, Trust Administration, Family Law, Mediated Prenups, Prenuptial Agreements, Postnuptial Agreements, Cohabitation Agreements, Same-Sex Parent Adoptions, Name Change Petitions (Inclusive for the LGBTQ community)
  • Provisors
    Trusted Advisor
    Provisors Mar 2017 - Present
    Los Angeles, Ca, Us
    ProVisors is a community of over 6,000 professionals who serve their clients as trusted advisors and share the highest standards of integrity, accountability and performance. The ProVisors mission is to enable relationship building, information sharing and collaboration among members for the benefit of their clients, their firms and each other.
  • K. Reilly Law Llc
    Owner/Attorney
    K. Reilly Law Llc Dec 2015 - Sep 2022
    Providing common sense, practical estate planning for single women, women in transition from divorce or widowhood, LBGTQ community, traditional and non-traditional families by helping people create their own ‘Contingency Plans.’ www.kreillylawllc.comTrained Mediator. Completed mediation training in accordance with M.G.L. ch.233 § 23C with MWI in Boston, MA."I so appreciate the time you spent with me as it gave me a general understanding of how this whole planning process works. It’s much more complicated than I realize! But if it weren’t for you… I wouldn’t have even started the conversation. So, I am very much appreciative of your knowledge and guidance." - C (09/2016)
  • Vesta: Redefining Divorce
    Estate Planning Attorney
    Vesta: Redefining Divorce Feb 2019 - Feb 2020
    Newton, Ma, Us
    Divorce upends any plan in place for couples. I am excited to be a member of the VESTA network and be able to help individuals get a new plan back in place; so people of your choosing can take care of you and your affairs when you are unable to.
  • Cushing & Dolan, P.C.
    Associate
    Cushing & Dolan, P.C. Jun 2014 - Oct 2014
    Waltham, Ma, Us
    Administer the firm's irrevocable trusts, including life insurance trusts (i.e. "Crummey Trusts"), spousal limited access trusts, QPRTs, GRATs, intentionally defective grantor trusts, CRTs, and CLTs. Assist in estate administration and drafting estate planning documents. Drafting Non-Judicial Settlement Agreements, Trust and Estate Accountings.
  • K. Reilly Consulting
    Consultant - Strategic Planning/Change Management/Business Operations
    K. Reilly Consulting Jan 2012 - May 2014
    Providing consulting services for small to mid-sized businesses in transition - whether the transition is a result of up or down market forces I can help determine precisely where the business is, where it wants to go, and what needs to be done to get the business there.*Work with business owner(s) to understand their business - revenue sources, expense sources, scope of the business, client expectations, etc.*Create management reporting systems that allow business owner(s) to understand cash flows, trends in expenses, revenue cycles, etc.*Work with business owner(s) to help them establish optimal pricing models.*Work with business owner(s) to help them understand the best data repositories and reporting formats for their critical client, inventory and financial information.*Work with business owner(s) to educate them on how to use management reporting tools.*Creator of "Business in Transition" Group on Linked In.
  • Citi
    Vice President - Legal Product Manager
    Citi Jan 2006 - Jan 2010
    New York, New York, Us
    Global Transaction Services (GTS) Global provider of innovative, modular investment solutions, including securities and funds services. With the industry's largest proprietary network-spanning 60 markets-and over $12 trillion in assets under custody, Citi is a global leader in domestic and cross-border securities services for the world's top issuers, intermediaries and investors.*Leadership role strengthening business operations through astute management of regulatory administration for open-end mutual fund clients. Proactively managed mutual fund registration statements, new funds, new classes of shares, corporate governance, regulatory compliance, and other critical matters. Negotiated favorable terms for contracts between third-party intermediaries and mutual fund clients. Advanced knowledge of industry issues during Citi QuarterCast.*Participated in winning presentations in response to requests for proposals and requests for information as a member of the Citi Fund Services team.*Recognized for subject matter expertise; sought out to contribute to articles submitted to industry publications, including article published in the Investment Lawyer.*Promoted to Vice President from Assistant Counsel (2006-2007) and Counsel (2007) based on exemplary performance aligning business interests with legal requirements.
  • Suffolk University Law School
    Full-Time Law Student
    Suffolk University Law School Aug 2002 - May 2005
    One of the nation's leading law schools, providing an expansive curriculum and practical legal training.
  • Citistreet (Now Ing Institutional Plan Services)
    Law Clerk
    Citistreet (Now Ing Institutional Plan Services) May 2004 - Apr 2005
    Premier administrator of defined-contribution retirement savings, pension, health, welfare, and other plans.Facilitated compliance with ERISA, IRC, and related regulatory schemes, overseeing key changes to compliance programs and documentation. Served as subject matter expert to internal and external groups on related issues. Executed favorable terms for contracts with vendors and other parties.
  • Fidelity Investments
    Director Marketing Strategic Planning
    Fidelity Investments Jun 1987 - Oct 2001
    Boston, Ma, Us

Kerry Reilly - Jd,Mba Skills

Personal Trust Administration Estate Administration Preparation Of Wills Mutual Funds Investments Leadership Training Estate Planning Management Finance Business Planning Contract Negotiation Financial Services Securities Cross Functional Team Leadership Legal Compliance Regulatory Compliance Securities Exchange Act Of 1934 Investment Company Act Risk Management Investment Advisor Compliance Securities Act Of 1933 Strategy Crm

Kerry Reilly - Jd,Mba Education Details

  • Suffolk University Law School
    Suffolk University Law School
    Law
  • Cannon Financial Institute
    Cannon Financial Institute
    Trust & Estates
  • Suffolk University - Sawyer Business School
    Suffolk University - Sawyer Business School
    Operations
  • Mcle
    Mcle
    Estate Administration
  • Needham High School
    Needham High School
  • Rosemont College
    Rosemont College
    English Literature

Frequently Asked Questions about Kerry Reilly - Jd,Mba

What company does Kerry Reilly - Jd,Mba work for?

Kerry Reilly - Jd,Mba works for Dangerlaw, Llc

What is Kerry Reilly - Jd,Mba's role at the current company?

Kerry Reilly - Jd,Mba's current role is Estate Planning for the 99% & Solo Agers (MA only).

What is Kerry Reilly - Jd,Mba's email address?

Kerry Reilly - Jd,Mba's email address is ke****@****ail.com

What schools did Kerry Reilly - Jd,Mba attend?

Kerry Reilly - Jd,Mba attended Suffolk University Law School, Cannon Financial Institute, Suffolk University - Sawyer Business School, Mcle, Needham High School, Rosemont College.

What are some of Kerry Reilly - Jd,Mba's interests?

Kerry Reilly - Jd,Mba has interest in Children, Civil Rights And Social Action, Education, Arts And Culture, Health.

What skills is Kerry Reilly - Jd,Mba known for?

Kerry Reilly - Jd,Mba has skills like Personal Trust Administration, Estate Administration, Preparation Of Wills, Mutual Funds, Investments, Leadership, Training, Estate Planning, Management, Finance, Business Planning, Contract Negotiation.

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