Assistance with trust and estate matters
Ellen Keeley provides support on a variety of trust and estate matters, including the administration of both terminating and ongoing trusts, and probate estate administrations in Milwaukee and the surrounding counties. Her work includes preparation of fiduciary, estate, gift and individual income tax returns, the collection and inventory of a variety of monetary and tangible assets, and preparation of accountings, asset divisions and distributions.
Whether clients are looking to secure their family's financial future or grieving the loss of a loved one, Ellen strives to provide a sensitive, responsive and professional client experience.
Capabilities
Education
- Southern Connecticut State University (B.A., 2010)
- Major: Psychology