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Kelley Galica Peck

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BACKGROUND

Kelley Galica Peck is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office.  Kelley focuses her practice in the areas of estate and trust planning and probate law.  Kelley has significant experience working with individuals and families to plan for the management, protection, and transfer of wealth, including succession planning for owners of closely-held businesses.  She handles complex charitable gift planning, estate planning for nontraditional families, planning for protection and preservation of assets, and estate, gift and income tax return preparation and review.  Kelley also represents individual and professional fiduciaries and beneficiaries in probate courts.

PRACTICE AREAS

EDUCATION

  • Western New England University School of Law (LL.M. in Estate Planning and Elder Law)
  • Western New England University School of Law (J.D., summa cum laude)
  • Florida Southern College (B.S. in Political Science, magna cum laude)

BAR ADMISSIONS

  • Connecticut, 1997
  • United States Tax Court, 2008

PROFESSIONAL ORGANIZATIONS

  • Connecticut Bar Association, Estates & Probate Section, Executive Committee, Officer
  • Estate and Business Planning Council of Hartford, Director
  • American Bar Association

PROFESSIONAL RECOGNITION

CIVIC AND PHILANTHROPIC ACTIVITY

  • Western New England University School of Law, Juris Doctorate (J.D.) and Master of Laws (LL.M.) Program, Adjunct Professor
  • The Salvation Army of Southern New England, Professional Advisor Committee

ARTICLES/PUBLICATIONS/PRESENTATIONS

  • Revocable Trusts - Line by Line, Thomson Reuters/Aspatore, 2008
  • Trusts and Estates Litigation and Dispute Resolution, co-authored with Elizabeth Luckenbach Brown, Edward R. Munson, and David W. Woodburn, Thomson Reuters/Aspatore, 2008
  • "Mitigating the Impact of the Medicare Surtax for Estates and Trusts," CBA Estates & Probate Newsletter, Spring 2013
  • "A Practical Guide to Probate in Connecticut," Chapter 11:  Accounts, MCLE, Inc., 2013
  • "Best Practices for Document Retention and Delivery," CBA Estates & Probate Newsletter, Fall 2010
  • "Avoiding Attorney Defalcation," CBA Estates & Probate Newsletter, Fall 2009
  • "Responsible Party Litigation," Connecticut Law Tribune, Spring 2009

Principal

West Hartford

T 860.313.4919

F 860.313.4979

kpeck@cl-law.com

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BACKGROUND

Kelley Galica Peck is a Principal in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office.  Kelley focuses her practice in the areas of estate and trust planning and probate law.  Kelley has significant experience working with individuals and families to plan for the management, protection, and transfer of wealth, including succession planning for owners of closely-held businesses.  She handles complex charitable gift planning, estate planning for nontraditional families, planning for protection and preservation of assets, and estate, gift and income tax return preparation and review.  Kelley also represents individual and professional fiduciaries and beneficiaries in probate courts.

Education
  • Western New England University School of Law (LL.M. in Estate Planning and Elder Law)
  • Western New England University School of Law (J.D., summa cum laude)
  • Florida Southern College (B.S. in Political Science, magna cum laude)
Bar Admissions
  • Connecticut, 1997
  • United States Tax Court, 2008
Professional Organizations
  • Connecticut Bar Association, Estates & Probate Section, Executive Committee, Officer
  • Estate and Business Planning Council of Hartford, Director
  • American Bar Association
Professional Recognition
Civic and Philanthropic Activity
  • Western New England University School of Law, Juris Doctorate (J.D.) and Master of Laws (LL.M.) Program, Adjunct Professor
  • The Salvation Army of Southern New England, Professional Advisor Committee
Articles/Publications/Presentations
  • Revocable Trusts - Line by Line, Thomson Reuters/Aspatore, 2008
  • Trusts and Estates Litigation and Dispute Resolution, co-authored with Elizabeth Luckenbach Brown, Edward R. Munson, and David W. Woodburn, Thomson Reuters/Aspatore, 2008
  • "Mitigating the Impact of the Medicare Surtax for Estates and Trusts," CBA Estates & Probate Newsletter, Spring 2013
  • "A Practical Guide to Probate in Connecticut," Chapter 11:  Accounts, MCLE, Inc., 2013
  • "Best Practices for Document Retention and Delivery," CBA Estates & Probate Newsletter, Fall 2010
  • "Avoiding Attorney Defalcation," CBA Estates & Probate Newsletter, Fall 2009
  • "Responsible Party Litigation," Connecticut Law Tribune, Spring 2009