Kelsie C. Leon

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Kelsie C. Leon: Attorney with Cummings & Lockwood LLC

Biography

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

Areas of Practice (4)

  • Private Clients Group
  • Wills, Trusts and Estate Planning
  • Probate and Estate Administration
  • Wealth Protection Planning

Education & Credentials

University Attended:
Syracuse University, B.A., Psychology and Political Science, cum laude, 2010
Law School Attended:
Roger Williams University School of Law, J.D., 2014
Year of First Admission:
2014
Admission:
2014, Connecticut
Memberships:

Professional Organizations

• Connecticut Bar Association, Member

• Greenwich Bar Association, Member

ISLN:
924013392

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