Practice Areas:
Attorney
Mediator
Estate planning
Trusts
Wills
Advanced planning strategies

Bar Admissions:
Supreme Court of California
United States Court of Appeals,
Ninth Circuit
United States District Court,
Northern and Eastern District
of California

College:
Stanford University

Law School :
Stanford Law School

David Kelly is a certified specialist in Estate Planning, Trust and
Probate Law by the State Bar of California Board of Legal Specialization

Selected Associations:
Placer County Bar Association
Wealth Counsel
Fellow Esperti Peterson Institute for Wealth Planning
Sacramento Estate Planning Council
Planned Giving Forum of Sacramento

Publications:
Co-author of Generations, Planning Your Legacy
Contributing reviewer to Conspectus Current

Selected Community Involvement:
Active in Roseville, California Community
Board of Directors of Roseville Arts

David helps clients provide for their families and beneficiaries and preserve their estates by minimizing the burdens of estate taxes and probate expenses.

He mediates with individuals and businesses in resolving problems, promoting communication and developing options to assist these clients in refining and meeting their needs. He has received training in a Thinking Environment, based on the book Time to Think by Nancy Kline, who believes that each of us knows best the answers to the questions that we have, and what helps us reach those answers is respectful attention. David helps clients identify blocks and assumptions that keep clients from realizing their goals and replaces those obstacles with liberating assumptions. He combines his experience and knowledge with support and empowerment of his clients.