Kelsey A. Brock, J.D.

Associate

Dallas Office
300 Crescent Court, Suite 1350
Dallas, Texas 75201
kbrock@theblumfirm.com
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Legal Assistant

Sarah Luckey
214-751-2130
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Kelsey A. Brock, J.D., focuses her estate planning practice on high net worth individuals and those with emerging wealth.  She advises clients regarding both tax and non-tax aspects of estate planning, from assisting with the creation and implementation of foundational estate plans to the structuring of complex transactions involving trusts and other entities.  She is passionate about charitable planning, including the formation of private foundations, public charities, and other charitable vehicles. Her practice also includes estate administration and the probate of uncontested estates, along with real estate transactions, premarital agreements, and business formation.

Education & Accreditations

  • Texas Tech University Health Sciences Center (2008, 2010)
    B.S. in Speech, Language & Hearing Sciences, summa cum laude
    M.S. in Speech-Language Pathology
  • Texas Tech University School of Law (2013)
    J.D, magna cum laude
    Managing Editor, Texas Tech Law Review
    CALI/Top Grade Award: Health Care Mediation Clinic
    American Jurisprudence/Distinction Awards: Nonprofit Organizations, Legal Practice II
    Christian Legal Society President
  • Chartered Advisor in Philanthropy, The American College
  • State Bar of Texas

Professional Memberships & Designations

  • American Bar Association
  • State Bar of Texas Tax Section, Member
  • State Bar of Texas Real Estate, Probate, and Trust Law Section, Member
  • Dallas Bar Association, Member
    Probate, Trusts, and Estates Section, Member
    Tax Section, Member
  • Dallas Estate Planning Council
    Board of Governors
    Emerging Professionals Initiative Committee Member
  • Women’s Philanthropy Initiative, Member
  • Emerging Leaders in Philanthropy, Member (Community Foundation of Texas) (2018-2019)

Publications & Speeches

  • July 25, 2018 – Cooper Institute Life Long Learning Event: Health and Wealth in a Digital Age (co-presenter With Neal Wadley, Westwood Holdings Group)
  • May 17, 2018 – Wichita Falls Society of CPAs: Estate Planning under the New Tax Act
  • April 24, 2018 – Preston Center Rotary Club: Estate Planning in the Digital Age
  • Published: July 24, 2018 – “Changing Unitrust Payment Rates in Trust” Wealth Management.com

Community Service & Personal Interests

  • Junior League of Dallas, Active Member
  • The Village Church – Dallas
  • Enjoys exercising, traveling, reading, and Texas Tech athletics