Mallory A. Kallabat

Mallory works with individuals, families, and business owners to draft effective estate planning documents that meet each client’s unique goals.  Working closely with her clients, Mallory develops and implements strategies related to wealth preservation and transfers, estate and gift tax planning, charitable giving, incapacity planning, creditor and asset protection, business succession planning, and planning for family members with special needs. Mallory also assists clients with probate court proceedings and probate litigation such as guardianship and conservatorship matters, will and trust contests, and breaches of fiduciary duties.

In addition to estate planning and probate matters, Mallory also assists entities and individuals with their business planning needs, including entity formation, preparation of shareholder and operating agreements, and tax and succession planning. Her corporate clientele includes those in the emerging cannabis industry, with whom she collaborates to structure their proposed Marijuana businesses, obtain appropriate licenses at State and Local levels, and ensure continued compliance with the Cannabis Regulatory Agency.