Our Team

Jacqueline T. Kelly
Practice Areas: Tax & Estates | Transactions
Jacqueline T. Kelly
Practice Areas:  Tax & Estates | Transactions

Jacque Kelly is a disciplined and thoughtful lawyer, who understands the emotions and complexity of estate tax planning and the unique issues that arise for owners of closely-held businesses with respect to succession planning. Jacque advises clients on a broad range of U.S. federal income, gift and estate tax matters.  Prior to attending law school, Jacque worked in public accounting as a CPA in the Private Company Services group at PWC in Dallas.

Representative Work
  • Draft private company trust structure for high-net worth family
  • Draft spousal lifetime access trust with separate trusts for surviving children and grandchildren to protect assets and minimize estate tax
  • Draft memorandum related to client’s United States residency and domiciliary status
  • Research and review U.S. tax treatment of liquidation of foreign operating company

J.D., The University of Texas at Austin, 2019
Master in Professional Accounting, McCombs School of Business, The University of Texas at Austin, 2013
B.S., Business Administration, Rockhurst University, 2012

  • State Bar of Texas
  • Dallas Bar Association, Tax Section member
  • Certified Public Accountant (Texas)

The mission of Shields Legal is to bring strategic business insight, professional judgment and competence to your company’s business and legal issues.