Kelley is an expert in estate planning, trusts, estate administration, and tax-related issues. She has extensive experience with estate and tax planning for individuals to address issues related to income, gift, generation-skipping, and estate tax matters. These services range from drafting simple wills, powers of attorney and living will documents to incorporation of more complex trusts, addressing special-needs situations, the formation of LLCs or other entities, as well as additional estate planning options. Each estate plan is specifically tailored to the individual client’s personal situation and their personal wants and requirements.
Kelley earned her undergraduate degree from St. Cloud State University, her law degree from the University of Minnesota Law School, and her LLM in estate planning from the University of Miami Law School's nationally renowned Heckerling Graduate Program in Estate Planning.
Before joining Swier Law Firm, Kelley worked at a boutique trusts and estates law firm in Philadelphia where she practiced exclusively in trust, estate and probate matters in Pennsylvania, New Jersey and Florida. She also worked with a large law firm in Delaware where she worked with high net-worth individuals on estate planning with corporate fiduciaries, assisting them to take advantage of state-specific trust laws. Kelley also frequently forms and provides ongoing consultation for non-profit groups. She is currently licensed to practice law in six states.
Kelley and her husband Joe have three children, Cedar, Sutton, and Shea, and two well-traveled cats. Joe's military commitment has allowed Kelley and her family to move six times, travel to 28 states, and 24 countries. She enjoys travel, reading, hiking, singing, and geocaching.
Kelley holds legal licenses in Minnesota, Florida, Pennsylvania, New Jersey, Illinois, Delaware, and South Dakota.
- Digging Deeper: 10 Advantages Of A South Dakota Dynasty Trust (2020)
- 5 Tips You Should Know About An Irrevocable Life Insurance Trust In South Dakota (2020)
- I Signed My Will So I'm Done, Right? Not Necessarily! (2019)
- 4 Questions With Swier Law Firm's Kelley Scrocca (2019)
- South Dakota Estate Planning - 3 Tips Everyone Should Know About Basis (2019)
- 25 Things You Have To Discuss With Your Health Care Agent (2019)
- 11 Essential Question To Ask Your Estate Planning Attorney (2019)
- 5 Estate Planning Tips For Young South Dakota Families (2019)
- Do I Need A Will Or A Living Will? (2019)
- Will The State Of South Dakota Take All My Money If I Don't Have A Will? (2019)
- Putting Your Will In A Safe Deposit Box Isn't Always A Good Decision (2018)
- Am I Required To Accept An Inheritance In South Dakota? (2018)
- Being Named As An Executor Or Trustee - Am I Stuck With This Role? (2018)
- 5 Myths About Revocable Trusts (Part 1): My Trust Will Provide Creditor Protection For Me (2019)
- 5 Myths About Revocable Trusts (Part 2) : My Trust Will Eliminate The Need For Me To Have A Will And My Estate To Go Through Probate (2019)
- 5 Myths About Revocable Trusts (Part 3): My Trust Will Help Reduce Taxes (2019)
- 5 Myths About Revocable Trusts (Part 4): Everybody Needs And Will Benefit From Having A Revocable Trust (2019)
- 5 Myths About Revocable Trusts (Part 5): Should I Have A Joint Trust With My Spouse? (2019)