Kelly A. Zerillo

Expert guidance on a complex family trust matter

I engaged Kelly Zerillo at Cozen O'Connor to assist with restructuring a family trust that had become outdated and administratively cumbersome. From our initial consultation, it was clear that her recognition in Trusts and Estates was well-deserved. She possesses a deep, practical understanding of New York trust law that goes beyond textbook knowledge. Kelly patiently explained the nuances of decanting the old trust into a new, more flexible instrument, outlining the tax implications and fiduciary responsibilities with exceptional clarity. Her drafting was meticulous, and she anticipated potential future family dynamics we hadn't even considered. The process was smooth, and I felt completely confident in her counsel. The only minor critique would be that during particularly busy periods, response times to non-urgent emails could stretch to a couple of days, but her substantive work was always worth the wait. Having a Hofstra Law graduate with her focused expertise handle such a sensitive family matter was invaluable. I highly recommend Kelly for anyone needing sophisticated yet approachable trusts and estates guidance.