Carol A. Kelley is Counsel at Buchanan Ingersoll & Rooney PC and she focuses her practice on tax-related matters, with a concentration on estate planning and estate and trust administration matters. Additionally, Carol has prepared organizational documents for limited partnerships, limited liability companies and 501(c)(3) charitable organizations.
Prior to joining Buchanan, Carol served as an associate with the Newark, New Jersey, office of a large East Coast-based law firm, where she concentrated on estate planning and estate administration. Her experience includes advising clients on estate and gift tax issues, business succession plans and charitable matters.
Carol drafted complex estate planning documents, including wills, trusts, powers of attorney and advance health care directives. She assisted clients in administering estates and trusts and prepared tax returns related to estates and gift taxes.
While in law school, Carol was co-chair of the Volunteer Income Tax Assistance Program.
LL.M., Taxation, New York University (2002)
J.D., Duke University (1998)
B.A. (summa cum laude), Providence College (1995)
Bloomberg Tax Management Portfolios
This Portfolio reviews the methods commonly used in the valuation of assets, including real estate.