Kelly Cooksey is Senior Counsel at Loeb & Loeb, where she focuses her practice on estate and gift tax planning for high net worth individuals, along with probate and trust administration. Her work includes drafting living trusts and gift trusts, handling complex trust administration and probate proceedings, and coordinating tax-efficient wealth transfer strategies across numerous advisors. She regularly counsels clients on sophisticated issues in these transactions, including income, gift, estate, and property tax matters, the modification of irrevocable trusts through methods such as trust decanting, and charitable planning issues, particularly compliance with private foundation self-dealing rules.
