Kelly Aylward
Principal
Kelly Aylward is a principal of the firm. Her practice focuses on both individuals and businesses, including entrepreneurs, private equity firm partners, closely-held and public company shareholders, and multi-generational families, in the areas of tax, business, and estate planning, including wealth preservation, asset protection, business administration and succession, trust and estate administration, special needs planning, and charitable planning.
Kelly’s practice includes the preparation of premarital and post-marital agreements. She serves as an expert witness with respect to inherited wealth, trusts and closely-held businesses in divorce and probate litigation proceedings and advises trustees with respect to trust administration matters and fiduciary obligations. Her practice also extends to international planning matters, such as representing US citizens with offshore assets, and international individuals and estates with US assets.
As an integral part of her practice, Kelly regularly serves as trustee for family trusts, and as personal representative for estates.
- Boston University School of Law, LLM
- Suffolk University Law School, JD
- University of Missouri - Columbia, BFA
- Commonwealth of Massachusetts
- United States Tax Court
- Accredited Estate Planner® (AEP)
- Trust & Estate Practitioner (TEP)
- Massachusetts Super Lawyer®
- Massachusetts Top Women Attorney
- Former Massachusetts Rising Star Attorney
- Boston Bar Association (BBA):
- Understanding and Planning for Your Clients’ Assets, May 2020.
- Year in Review: Legislative Updates, June 2012, June 2013.
- Mid-Year Review: Legislative Updates, December 2011, December 2012.
- Massachusetts Continuing Legal Education (MCLE):
- Estate, Gift, and Generation Skipping Transfer Tax Fundamentals, November 2019.
- Estate, Gift, and Generation Skipping Transfer Tax Fundamentals, November 2017, Estate Tax Deductions.
- Latest Techniques for Middle Class Estates, March 2016, Asset Protection Planning, Family Business Planning, Fostering the Client Relationship.
- 17th Annual New England Estate Planning Conference, January 2016, Decoding Professor Pennell’s Keynote Address.
- Estate Planning Symposium 2015, June 2015, Massachusetts Uniform Trust Code and Non-Judicial Settlement Agreements.
- Preserving and Transferring Your Client’s Principal Residence via Homestead Declarations and Joint Ownership, July 2011, 2012, 2013, 2014.
- Disclaimers in Estate Planning, October 2013.
- Latest Techniques for Middle Class Estates, May 2013.
- Preserving and Transferring Your Client’s Principal Residence via Qualified Personal Residence Trusts, July 2007, 2008, 2009.
- Boston Probate & Estate Planning Forum:
- Legislative Updates, December 2011.
- American College of Trust and Estate Counsel (ACTEC), Fellow.
- Boston Estate Planning Council (BEPC):
- President and Officer
- Board of Directors
- Committee chair
- Greater Boston Fiduciary Law American Inn of Court:
- President
- Board of Directors
- Committee chair
- Co-founding Member
- Boston Bar Association, Trusts & Estates Section:
- Committee chair
- Society of Trusts and Estate Practitioners (STEP)
- Boston Probate and Estate Planning Forum
- The Boston Foundation Professional Advisors Network (PAN)
- Co-chair
- Professional Women’s Collaborative
- Treasurer
- Brockton Conservation Commission
- Trusts and Estates Consortium
- Young Professional Alliance
- Board of Directors