Abbey Kaelberer is an associate in the firm’s Estate, Financial & Tax Planning practice area. She focuses her practice in the areas of estate planning, probate and estate administration, trust administration, and the preparation and filing of federal and Massachusetts estate tax returns.
Abbey aims to bring an understanding, practical, and empathetic approach when assisting clients in planning for the future and throughout the course of administration.
Before Bowditch
Prior to joining Bowditch & Dewey, Abbey practiced at an estate planning law firm in the Greater Boston area. Before that, she served as a Judicial Law Clerk for the Justices of The Massachusetts Probate and Family Court.
Besides work
When Abbey is not practicing law, she enjoys spending time with her loved ones, including her dog, and staying active.
Affiliations
- Member, Boston Bar Association
- Member, Women’s Bar Association
Bar Admissions
- Massachusetts
Education
- J.D., Suffolk University Law School
- B.A., cum laude, Boston University
Estate planning and administration
- Created irrevocable trust to receive client’s future inheritance
- Developed estate plans for blended families
- Administration of nine-figure estates and trusts in coordination with client financial advisors and accountants
- Prepared estate plans that maximize estate tax savings, provide lifetime benefits for a surviving spouse and pass on wealth to the next generation
- Prepared irrevocable trust for long-term care planning and asset protection purposes
- Created incapacity documents in light of terminal illness diagnosis
- Preparation of estate and gift tax returns
Guardianship and conservatorship
- Represented clients in successfully obtaining guardianship, conservatorship or both for incapacitated family members
