Law School :
Stanford Law School
David Kelly is a certified specialist in Estate Planning, Trust and
Probate Law by
State Bar of California Board of Legal Specialization
Placer County Bar Association
Fellow Esperti Peterson Institute for Wealth Planning
Sacramento Estate Planning Council
Planned Giving Forum of Sacramento
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.