Practice Expertise

  • Estate, Trust & Wealth Preservation
  •  
  •  
  •  

Areas of Practice

  • Estate, Trust & Wealth Preservation
  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation

Profile

Personal estate and property planner

Kelsey Bailey collaborates with individuals and families to craft estate plans that reflect their personal and financial goals, including tax planning and charitable planning. She helps clients manage their estates during their lifetimes and fulfills their wishes regarding how that property is distributed after they die. Kelsey also develops decision-making plans in the event of incapacity and advises fiduciaries involved in estate administration.

She approaches all her clients and their wishes as personal and unique, and enjoys helping them find solutions that are right for them and their families.

Earlier in her career, Kelsey was a staff attorney with Centro Legal, providing free and low-cost legal services to Milwaukee County individuals and families.

Bar Admissions

  • Wisconsin

Education

  • Marquette University (J.D., cum laude, 2015)
    • CALI Award (highest grade) in Estate Planning
  • Marquette University (B.A., cum laude, 2010)
    • Major: Social Welfare and Justice, Minor: Spanish Language and Literature

Areas of Practice

  • Estate, Trust & Wealth Preservation
  • Business Succession Planning
  • Charitable Planning
  • Estate, Trust & Wealth Preservation

Meet our Firms and Professionals

WSG’s member firms include legal, investment banking and accounting experts across industries and on a global scale. We invite you to meet our member firms and professionals.