Kelsie C. Leon
Background
Kelsie C. Leon is an Associate in Cummings & Lockwood’s Private Clients Group and is based in the Greenwich office. Kelsie has over 10 years of experience in trusts and estates law. She counsel and represents individuals and families in the creation and implementation of sophisticated estate plans facilitating the passage of wealth through successive generations. Kelsie’s estate planning practice includes gift planning and the use of trusts as tools for minimization of taxes, asset management and asset protection. She has extensive experience as a trusts and estates fiduciary advisor representing Executors and Trustees in the administration of complex estates and trusts.
Practice Areas
- Private Clients Group
- Wills, Trusts and Estate Planning
- Probate and Estate Administration
- Wealth Protection Planning
Education
- Roger Williams University School of Law (J.D., 2014)
- Syracuse University (B.A. in Psychology and Political Science, cum laude, 2010)
Bar Admissions
- Connecticut, 2014
Professional Organizations
- Connecticut Bar Association, Member
- Greenwich Bar Association, Member
Professional Recognition
- Connecticut and New England Super Lawyers, Rising Star, 2022 – Present
- The Best Lawyers in America, “Ones to Watch,” 2023 – Present
Articles/Publications
- Probate: Connecticut, Practical Law Guide, co-author, Thomson Reuters
- The New 529-to-Roth IRA Conversion Rule, July 2023
- Crypto-Proofing Your Estate Plan, June 2022
Associate
2 Greenwich Plaza
Suite 230
Greenwich,
CT
06830-6390
T 203.863.6544
F 203.862.2617
Background
Kelsie C. Leon is an Associate in Cummings & Lockwood’s Private Clients Group and is based in the Greenwich office. Kelsie has over 10 years of experience in trusts and estates law. She counsel and represents individuals and families in the creation and implementation of sophisticated estate plans facilitating the passage of wealth through successive generations. Kelsie’s estate planning practice includes gift planning and the use of trusts as tools for minimization of taxes, asset management and asset protection. She has extensive experience as a trusts and estates fiduciary advisor representing Executors and Trustees in the administration of complex estates and trusts.
- Roger Williams University School of Law (J.D., 2014)
- Syracuse University (B.A. in Psychology and Political Science, cum laude, 2010)
- Connecticut, 2014
- Connecticut Bar Association, Member
- Greenwich Bar Association, Member
- Connecticut and New England Super Lawyers, Rising Star, 2022 – Present
- The Best Lawyers in America, “Ones to Watch,” 2023 – Present
- Probate: Connecticut, Practical Law Guide, co-author, Thomson Reuters
- The New 529-to-Roth IRA Conversion Rule, July 2023
- Crypto-Proofing Your Estate Plan, June 2022