Cummings & Lockwood

Kelley Galica Peck

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Background

Kelley Galica Peck is a Principal in Cummings & Lockwood's Private Clients Group based in the West Hartford office.  Kelley focuses her practice on estate and trust planning and administration, as well as complex fiduciary-related litigation.  Kelley works extensively with individuals and families to plan for the management, protection, and transfer of wealth, with an emphasis on achieving goals and minimizing the impact of estate and gift taxes.  She assists owners of closely-held businesses with the difficult issues of planning for successful succession of the business.  She handles planning for protection and preservation of assets, complex charitable gift planning, tax advocacy and appeals and estate, gift and fiduciary income tax return preparation and review.  Kelley regularly represents individual and professional fiduciaries and beneficiaries in contested probate court proceedings.  She is a Fellow of the American College of Trust and Estate Counsel and holds both a Juris Doctorate (JD) and the Master of Laws Degree (LLM) in the area of Estate Planning.  

 

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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

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
  • Columbia Financial Planning and Allocation Commission

Articles/Publications/Presentations

  • Revocable Trusts:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "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
  • 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

Articles

Books & Guides

News & Press Releases

Videos

PECK-1

Principal

Blue Back Square
75 Isham Road, Suite 400
West Hartford, CT 06107

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 based in the West Hartford office.  Kelley focuses her practice on estate and trust planning and administration, as well as complex fiduciary-related litigation.  Kelley works extensively with individuals and families to plan for the management, protection, and transfer of wealth, with an emphasis on achieving goals and minimizing the impact of estate and gift taxes.  She assists owners of closely-held businesses with the difficult issues of planning for successful succession of the business.  She handles planning for protection and preservation of assets, complex charitable gift planning, tax advocacy and appeals and estate, gift and fiduciary income tax return preparation and review.  Kelley regularly represents individual and professional fiduciaries and beneficiaries in contested probate court proceedings.  She is a Fellow of the American College of Trust and Estate Counsel and holds both a Juris Doctorate (JD) and the Master of Laws Degree (LLM) in the area of Estate Planning.  

 

Best Lawyers Award Badge

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
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
  • Columbia Financial Planning and Allocation Commission
Articles/Publications/Presentations
  • Revocable Trusts:  Connecticut, Practical Law Guide, co-author, Thomson Reuters
  • "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
  • 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
News & Press Releases