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.
Professional Recognition
• Connecticut and New England Super Lawyers, Rising Star, 2022 - PresentThe Best Lawyers in America, “Ones to Watch,” 2023 - Present
• 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