Kelly M. Perez

Ms. Perez is an estate planning associate in the firm’s Dallas office. Ms. Perez’s practice focuses on assisting high net worth clients implement sophisiticated estate plans designed to transfer assets to their intended beneficiaries in a manner that minimizes federal gift and estate taxes. While understanding each client’s specific needs, Ms. Perez uses tools such as tax efficient wills and trusts as well as complex estate freezing techniques to best minimize transfer taxes. Ms. Perez also counsels and guides clients through the probate and estate administration process.

Ms. Perez’s practice emphasizes:

• Estate planning
• Estate administration
• Probate and fiduciary litigation
• Charitable planning

Ms. Perez's representative experience includes:

• Counsel clients on estate planning options and opportunities.
• Prepare tax efficient documents such as wills, trusts, and entity agreements, such as limited partnership agreements.
• Assist clients though the probate and estate administration process.
• Prepare and file estate tax and gift tax returns, as well as defend against Internal Revenue Service return examinations and audits.
• Administration of guardianship for high net worth clients.
• Assist clients with marital property issues such as premarital agreements and transmutation agreements.