Kelley A. Duggan

For over a decade I have had the privilege of being trusted to create estate plans that reflect specific goals and values my clients have worked a lifetime to create. Whether your focus is on charitable giving, tax optimization, or ensuring the well-being of your loved ones, I am here to provide guidance and support every step of the way.

With extensive experience in estate planning, including charitable gift planning, tax-exempt entity establishment, and navigating complex tax laws, I bring a wealth of knowledge to the table. From drafting wills and trusts to offering counsel on lifetime and post-mortem tax planning strategies, I am equipped to address all aspects of your estate planning needs.

Moreover, my dedication extends beyond client work to include active involvement with nonprofit organizations, where I share insights on how charitable giving can serve as a tax-efficient strategy. I am deeply passionate about helping individuals like yourself make informed decisions that align with both your financial objectives and philanthropic values.

On a personal note, outside of my professional endeavors, I find joy in spending time with my daughter, who continually inspires me with her boundless curiosity and zest for life.

I would be honored to have the opportunity to partner with you in safeguarding your legacy.  

    • University of Wyoming College of Law - Laramie, WY

    • Arizona State University-West

Articles by Kelley A. Duggan

“I was referred to Kelley Duggan... From the very beginning, Kelley was extremely knowledgeable and reassuring. She immediately took action to resolve this complex issue, which involved going back over 20 years to locate the seller's mother's will. It was no easy task, but within a few weeks, she achieved a resolution, and the seller was appointed as the trustee of his mother's estate. Throughout the entire process, Kelley was up front and transparent, and her hard work truly shone through. She dedicated countless hours to research and was always communicative, keeping me informed every step of the way. I am certain that without Kelley’s efforts, we would still be running in circles.

Thanks to her determination and expertise, the seller, Skip, was able to sell me his house and move on to pursue his dreams of living out the rest of his days in Montana. Kelley, thank you for all your hard work—you made the impossible possible.”

— Izzy (Google review)