Kelly A. Zerillo

Kelly A. Zerillo

Associate

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T(212)554-7865

F(212)377-6045

Kelly A. Zerillo is an associate in Moses & Singer's Trusts and Estates practice group.

Kelly assists individuals and families in the preservation and transfer of wealth by creating estate plans that provide for and protect her client’s loved ones and secure their wealth for future generations. In doing so, she prepares wills, various types of trusts, durable powers of attorney, living wills and health care proxies. In addition to tax planning, Kelly tailors each client’s estate plan for his or her specific needs and goals, including planning for minor children and second marriages. She also creates family companies to preserve control over family assets and counsels individuals on charitable giving, including establishing charitable trusts.

Kelly advises trustees in their administration of trusts, including amending and decanting irrevocable trusts. Kelly also advises clients in bringing assets back to the United States from overseas through the Offshore Voluntary Disclosure program with the IRS and New York State.

Prior to joining Moses & Singer, Mrs. Zerillo practiced at Meltzer, Lippe, Goldstein & Breitstone LLP based in Long Island, New York.

Professional Affiliations
  • New York Bar Association
  • Nassau County Bar Association
  • Society of Trust and Estate Practitioners (STEP)

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Biography

Kelly A. Zerillo is an associate in Moses & Singer's Trusts and Estates practice group.

Kelly assists individuals and families in the preservation and transfer of wealth by creating estate plans that provide for and protect her client’s loved ones and secure their wealth for future generations. In doing so, she prepares wills, various types of trusts, durable powers of attorney, living wills and health care proxies. In addition to tax planning, Kelly tailors each client’s estate plan for his or her specific needs and goals, including planning for minor children and second marriages. She also creates family companies to preserve control over family assets and counsels individuals on charitable giving, including establishing charitable trusts.

Kelly advises trustees in their administration of trusts, including amending and decanting irrevocable trusts. Kelly also advises clients in bringing assets back to the United States from overseas through the Offshore Voluntary Disclosure program with the IRS and New York State.

Prior to joining Moses & Singer, Mrs. Zerillo practiced at Meltzer, Lippe, Goldstein & Breitstone LLP based in Long Island, New York.

Professional Affiliations
  • New York Bar Association
  • Nassau County Bar Association
  • Society of Trust and Estate Practitioners (STEP)
Education
  • Wake Forest University (B.A.)
  • Hofstra University School of Law (J.D.)
Bar/Court Admissions
  • New York
  • New Jersey