Kerry Reilly - Jd,Mba Email & Phone Number

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)

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.

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)

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.

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.

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.

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.

One of the nation's leading law schools, providing an expansive curriculum and practical legal training.

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.

Boston, Ma, Us

Juris Doctor, Law

Graduate - Cannon Trust School, Trust & Estates

Mba, Marketing, Operations

Estate Administration

Education record

Bachelor Of Arts, English Literature