Kelley & Farren: Estate Planning, Probate & Trust Law Attorneys

 

Focused Experience, Genuine Understanding

At Kelley & Farren, we provide personalized legal services covering all aspects of estate planning, probate and trust law. This is our exclusive focus.

The firm's four attorneys have broad, in-depth experience in the field of estate planning and probate.  Two attorneys are Certified Specialists in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.  Carolyn M. Farren has been recognized as a Super Lawyer for Estate Planning and Probate for 2012 and 2013. 

Areas of expertise include:

  • Living Trusts
  • Incapacity Issues
  • Trust Distribution and Administration
  • Estate Tax Planning and Savings
  • IRA Beneficiary Planning
  • Many more ...

Kelley & Farren attorneys have backgrounds ranging from public interest law to public service to corporate law and are actively involved in community and charitable organizations. The depth of our specialized legal expertise and our personal values and interests guide us in helping our clients work through complex, sensitive issues and achieve peace of mind.

Contact us by phone (415-925-5200) or by email for more information or to set up an appointment.  

Continuity For Clients
Long-time Kelley & Farren attorneys Elizabeth Arnold and Jane Kerr retired in August 2013.  While the office will not be the same without them, Kelley & Farren will continue to provide personalized legal services to clients who have previously worked with Liz and Jane. If you have worked with Liz or Jane in the past, you are welcome to contact our office (415-925-5200) to be introduced to another attorney at the firm.

All of us at Kelley & Farren are proud to offer our clients lasting relationships into the future. The firm's current partners, Christine Hoburg, Lisa Fialco and Colin Kelley, collectively have over seventeen years experience serving clients at Kelley & Farren and training with the firm's more senior attorneys.  Carolyn M. Farren, a founding partner, represents and advises clients as of counsel to the firm. 

 

John Kelley, Kelley & Farren's other founding partner, died of lymphoma on September 24, 2011. Kelley & Farren values the relationships John developed with his clients and the firm will continue his tradition of providing outstanding legal services.

 

Public SeminarS

Kelley & Farren attorney Lisa Fialco presents estate planning seminars for the public at Hospice by the Bay’s Free Marin Seminar Series.  Seminar dates for the 2013/2014 series include:

  • October 19, 2013 - How to Know if You Need to Update Your Estate Plan.
  • January 25, 2014 - Estate Planning for Unmarried Individuals
  • March 8, 2014 – The Life of Your Estate After Death:  Probate & Trust Administration
  • May 3, 2014 – Estate Planning & Preservation in Uncertain Economic Times

These seminars offer both basic information about estate planning, and specific information about the relevant topic of interest. Attendees at each seminar will receive a complimentary estate planning organizer. The seminars are free, but Hospice by the Bay requests that you make a reservation by calling (415) 526-5580 or registering online at www.hbtb.org.

 

 

Legal Update

On January 2, 2013, President Obama signed legislation establishing new federal estate tax, gift tax, and generation skipping transfer (GST) tax exemption amounts and setting new estate and gift tax rates.  For 2013, estate, gift, and GST exemption amounts are $5,250,000 per person (the exemption amounts will be adjusted for inflation each year).  Our legal update section of this website has more detailed information about the new tax rules.

Contact Kelley & Farren if you have any questions on the application of current estate tax laws to your own estate plan.