Kelsey Bailey

Estate planning, charitable planning and tax planning advisor

Kelsey Bailey collaborates with individuals and families to craft estate plans that reflect their personal and financial goals.

She works with clients and their advisors to implement sophisticated tax planning strategies, charitable planning vehicles and lifetime gift planning to ensure each client’s financial and wealth transfer objectives are met.

Kelsey recognizes estate planning can be complicated and emotional. She enjoys counseling clients to deepen their understanding of the process. Kelsey approaches all her clients’ wishes as unique and enjoys helping them find solutions that are right for them and their families.

• Drafts irrevocable gifting structures to transfer wealth in a tax efficient manner and to accommodate interfamilial dynamics.
• Collaborates and creates a strategy to ensure her clients meet their charitable goals in a tax-advantaged way.
• Handles and advises fiduciaries on trust and estate administration matters.
• Counsels clients and fiduciaries on estate tax reporting and IRS estate tax audits.
• Develops decision making plans in the event of incapacity.
• Implements gifting strategies, including gift tax reporting.