Ranked in 1 Practice Areas
3

Band 3

Private Wealth Law

Connecticut

10 Years Ranked

About

Provided by Kelley Galica Peck

High Net Worth

Practice Areas

• Private Clients Group

• Probate and Tax Litigation

• Wills, Trusts and Estate Planning

• Probate and Estate Administration

• Fiduciary and Trustee Services

• Wealth Protection Planning

• Philanthropic Giving

• International Estate and Tax Planning

• Business Succession Planning

• Estate Planning for Corporate Executives

• Tax Controversy and Litigation

• Family Office and Closely Held Business Group

• Fiduciary and Probate Litigation Group

• Trusts and Estates Litigation

Professional Memberships

• Connecticut Bar Association, Estates & Probate Section, Executive Committee, Officer

• Estate and Business Planning Council of Hartford

Publications

• Revocable Trusts: Connecticut, Practical Law Guide, co-author, Thomson Reuters

• "Mitigating the Impact of the Medicare Surtax for Estates and Trusts," CBA Estates & Probate Newsletter, Spring 2013

• "A Practical Guide to Probate in Connecticut," Chapter 11: Accounts, MCLE, Inc., 2013

• "Best Practices for Document Retention and Delivery," CBA Estates & Probate Newsletter, Fall 2010

• "Avoiding Attorney Defalcation," CBA Estates & Probate Newsletter, Fall 2009

• "Responsible Party Litigation," Connecticut Law Tribune, Spring 2009

• Revocable Trusts - Line by Line, Thomson Reuters/Aspatore, 2008

• Trusts and Estates Litigation and Dispute Resolution, co-authored with Elizabeth Luckenbach Brown, Edward R. Munson, and David W.

Woodburn, Thomson Reuters/Aspatore, 2008

Experience

Kelley Galica Peck is a Principal in Cummings & Lockwood's Private Clients Group and Principal-in-Charge of the West Hartford office. Kelley focuses her practice on estate and trust planning and administration, as well as complex fiduciary-related litigation. Kelley works extensively with individuals and families to plan for the management, protection, and transfer of wealth, with an emphasis on achieving goals and minimizing the impact of estate and gift taxes. She assists owners of closely-held businesses with the difficult issues of planning for successful succession of the business. She handles planning for protection and preservation of assets, complex charitable gift planning, tax advocacy and appeals and estate, gift and fiduciary income tax return preparation and review. Kelley regularly represents individual and professional fiduciaries and beneficiaries in contested probate court proceedings. She is a Fellow of the American College of Trust and Estate Counsel and holds both a Juris Doctorate (JD) and the Master of Laws Degree (LLM) in the area of Estate Planning.

Education

Western New England University School of Law

LL.M. in Estate Planning and Elder Law

Western New England University School of Law

J.D., summa cum laude

Florida Southern College

B.S. in Political Science, magna cum laude

Expert in these Jurisdictions

• Connecticut, 1997

• United States Tax Court, 2008

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - Connecticut

3
Band 3
Individual Editorial
Kelley Galica Peck advises on trust and estate planning and administration, as well as charitable gift planning.

Strengths

Provided by Chambers

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