Kelly Law Offices, LLC - Member Profiles

Thomas P. Kelly, Jr.

Thomas P. Kelly, Jr. is a co-founding attorney with Kelly Law Offices and is also a Certified Financial Planner® by the Board of Standards - Denver, CO. Tom earned his Bachelor of Science degree in Finance from Philadelphia University where he graduated with honors. He received a Juris Doctor degree from Temple University's Beasley School of Law. Tom is licensed to practice law in the state and federal courts of New Jersey, and is a member of both the Burlington County Bar Association and The American Association for Justice (formerly the Association of Trial Lawyers of America [ATLA]).

With more than thirty years of experience in the insurance and financial planning industries, Tom is a frequent lecturer on topics regarding Personal Finance and also Business and Estate Planning. He is a long-time member of the Philadelphia and Southern New Jersey Financial and Estate Planning Councils, and is the co-author of "Strictly Business", a how-to guide about planning for the closely held family business, published by the Quantum Press in 2002.

On a number of occasions Tom has testified as an expert witness regarding: annuities; the sale of securities; insurance products and their suitability; and Medicaid planning. In addition to his Certified Financial Planner® designation, Tom also holds the Chartered Financial Consultant designation (ChFC), and the Chartered Life Underwriter designation (CLU), from the American College in Bryn Mawr, Pennsylvania.

As a founding partner of Kelly Law Offices, LLC, Tom has been instrumental in helping families and businesses organize and arrange their affairs so as to minimize the imposition of needless taxation and to arrange for an orderly disposition of property to the next generation. 

EDUCATION

     Temple University Beasley School of Law - Philadelphia, Pennsylvania

  •     Juris Doctor

     Philadelphia University - Philadelphia, Pennsylvania

  •     Bachelor of Science in Finance, cum laude

PROFESSIONAL DESIGNATIONS

    Certified Financial Planner (CFP®)

  •     Board of Standards - Denver, Colorado

     Chartered Financial Consultant (ChFC)

  •     The American College - Bryn Mawr, Pennsylvania

     Chartered Life Underwriter (CLU)

  •     The American College - Bryn Mawr, Pennsylvania

BAR ADMISSIONS

  •     New Jersey
  •     United States District Court for the District of New Jersey

PUBLICATIONS

  • "Strictly Busines - Planning Strategies for Privately Owned Businesses", co-authored with David K. Cahoone & Larry W. Gibbs, Available from Quantum Press, ©2002.
  • Long-Term Care Planning Strategies for Middle Class Clients Who Procrastinate – Single Premium Immediate Annuities in the Wake of the Deficit Reduction Act (Estate and Financial Planning Council of Southern New Jersey, Featured Year-End Article - January 2012).

 

 

 

Thomas P. Kelly, III

Tom concentrates his practice in the fields of Estate Planning, Elder Law, Litigation and Aviation. He works closely with individual clients and their families to identify personal objectives and to carefully design and implement an estate plan that will reduce future aggravation and stress for loved ones. Whenever possible, Tom prefers to work with a client's other advisors as part of a team of trusted professionals to safeguard personal wealth so that it can be passed to future generations.

Tom earned Bachelor of Science and Master of Science degrees in Business Administration from Bucknell University with an emphasis in Management. While at Bucknell, he competed on the school's ski team and varsity men's crew team. Tom then attended Seton Hall University School of Law, where he was named a Centennial Scholar. During law school Tom studied European Union law in Italy at the Universita degli Studi Parma, and the University of Milan. He is currently nearing completion of a Certificate in Estate Planning from Temple University's Beasley School of Law.

Tom was previously employed by a prominent law firm in Washington D.C. where he practiced telecommunications law and class action litigation. He has represented corporate and individual clients in courts throughout the nation and also before state and federal administrative agencies such as the Federal Communications Commission, and the Board of Public Utilities.

In addition to his busy estate planning practice, Tom is certificated as a private pilot by the Federal Aviation Administration with a rating of airplane-single-engine-land. He frequently represents fellow pilots and flying organizations in transactional and litigation matters. Additionally, Tom is an avid scuba diver and holds an Advanced Openwater certification from the National Association of Underwater Instructors. Prior to entering private practice, Tom worked for five years as a municipal police officer and also volunteered his time as a certified Firefighter/EMT. 

EDUCATION

     Temple University School of Law - Philadelphia, Pennsylvania

  •     Master of Laws in Taxation
  •     Certificate in Estate Planning  

     Seton Hall University School of Law - Newark, New Jersey

  •     Juris Doctor

     Bucknell University - Lewisburg, Pennsylvania

  •     Bachelor of Science in Business Administration
  •     Master of Science in Business Administration

BAR ADMISSIONS

  •     New Jersey
  •     New York
  •     Pennsylvania
  •     District of Columbia Court of Appeals
  •     Supreme Court of the United States
  •     United States District Court for the District of New Jersey
  •     United States Court of Appeals for the Third Circuit
  •     United States Tax Court

PROFESSIONAL ASSOCIATIONS/AFFILIATIONS

  •     American Bar Association
  •     New Jersey State Bar Association
  •     New York State Bar Association
  •     District of Columbia Bar
  •     Lawyer-Pilot Bar Association
  •     Aircraft Owners and Pilots Association
  •     National Eagle Scout Association

PUBLICATIONS

  • "A Call for the Overhaul of ERISA: How the Employee Retirement Income Security Act of 1974 Rewards Employers for Bad Faith Denials of Legitimate Claims for Employee Disability Benefits, A Multi-Case Study Involving One Philadelphia-Based Insurance Carrier," Seton Hall Legislative Journal: Vol. 37: Iss. 2, Art. 4 (2013).
  • Long-Term Care Planning Strategies for Middle Class Clients Who Procrastinate – Single Premium Immediate Annuities in the Wake of the Deficit Reduction Act (Estate and Financial Planning Council of Southern New Jersey, Featured Year-End Article - January 2012).
  • Graduate Essay: “What Every Small Business Needs to Know About the Internet,” Bucknell Univ. Press, (1997).