Kelly J. Applegate

Mr. Applegate’s practice centers on employee benefit plans and executive compensation, estate planning, general tax planning and consultation, and trust administration. In addition to his J.D. and M.B.A degrees, Mr. Applegate is a certified public accountant having worked with KPMG LLP for over five years.

Employee Benefit Plans and Compensation
Mr. Applegate assists clients with all aspects of the design, implementation, and administration of qualified retirement plans, including initial design and implementation, compliance and ERISA issues, Internal Revenue Service and Department of Labor audits, and plan terminations, mergers, and transfers. Mr. Applegate has significant experience with ESOP design and implementation. He also works with executive compensation arrangements and assists clients with all aspects of welfare benefit plans, including plan design, employee and regulatory controversies, COBRA issues, and other administrative issues.

Estate Planning & Taxation
Mr. Applegate’s estate planning practice includes drafting basic wills and trusts, as well as more sophisticated estate planning techniques. His practice also includes general tax planning and consultation, and assisting clients with tax compliance and controversies.

Business Transactions
Mr. Applegate performs significant work in business formations and mergers and acquisitions, including due diligence and equity compensation agreements.

Trust Administration
Mr. Applegate provides a broad range of services to trust fiduciaries and beneficiaries, including trust administration, taxation and accounting issues, and legal matters.