Kelsey W. Gray, JD

Senior Relationship Officer at Sentinel Trust Company, LBA
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Location
Houston, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Relationship Officer
      • Jan 2022 - 2 years

      Houston, Texas, United States

    • Client Relationship Officer
      • Jul 2020 - Mar 2022

      Houston, Texas, United States Sentinel Trust Company, LBA, is a family-owned, $5.5 billion, multi-family office focusing on the unique needs of affluent families nationwide. Sentinel manages investments, serves as corporate trustee, evaluates tax and estate planning strategies, and supports clients' everyday activities with a personal touch.

    • Law Practice
    • 1 - 100 Employee
    • Attorney
      • Feb 2018 - Jul 2020

      Extensive experience in Estate planning, Probate and Guardianship, and various Real Estate and Corporate work, including forming entities, drafting PPMs, all aspects of sale/purchase transaction.

    • United States
    • Law Practice
    • 100 - 200 Employee
    • Associate Attorney
      • Nov 2016 - Dec 2017

      Houston, Texas Area Diverse experience in both transactional and litigation practice areas. Collaborate with Shareholder to evaluate alternatives for 10+ commercial real estate partnerships. Communicate with lead attorneys at regular intervals to determine immediate needs, maintain timelines, and coordinate long term projects. Thoroughly drafted, reviewed, and redlined a vast amount of real estate documents, including Commercial Lease Agreements, Sublease Agreements, Lease Amendments, Promissory Notes, Deeds of… Show more Diverse experience in both transactional and litigation practice areas. Collaborate with Shareholder to evaluate alternatives for 10+ commercial real estate partnerships. Communicate with lead attorneys at regular intervals to determine immediate needs, maintain timelines, and coordinate long term projects. Thoroughly drafted, reviewed, and redlined a vast amount of real estate documents, including Commercial Lease Agreements, Sublease Agreements, Lease Amendments, Promissory Notes, Deeds of Trusts, and Guaranties. Advise clients on the most suitable business structures and formally establish corporate entities, preparing bylaws, company agreements, meeting minutes, assumed name certificates, plans of termination, and certificates of termination. Oversee closing on commercial properties, while cooperating with brokers and other parties to meet deadlines. • Structured purchase of $8.25M multiple phase low income housing project purchase. • Handle multiple facets of litigation, including discovery, motion practice, and trial preparation. • Lead client and counsel negotiations, coordinated mediations, and coordinated settlements. • Precisely convey case strategy and status updates to clients. • Draft a wide range of legal documents to meet practice demands. Show less

    • Research Assistant
      • Dec 2014 - May 2016

      Houston, Texas Gained valuable legal skills under the guidance of a well-regarded legal professor. Explored concepts related to federal income taxation, regulatory changes, and wealth taxes. • Extensively studied multiple tax laws, acts, and Internal Revenue Bulletins for relevant updates to Prof. Yamamoto’s “Black Letter Outline, Federal Income Taxation” and “Black Letter Outline, Federal Wealth Transfer Taxes.” • Reviewed the 2014 Internal Revenue Bulletins and the Tax Increase Prevention Act of 2014… Show more Gained valuable legal skills under the guidance of a well-regarded legal professor. Explored concepts related to federal income taxation, regulatory changes, and wealth taxes. • Extensively studied multiple tax laws, acts, and Internal Revenue Bulletins for relevant updates to Prof. Yamamoto’s “Black Letter Outline, Federal Income Taxation” and “Black Letter Outline, Federal Wealth Transfer Taxes.” • Reviewed the 2014 Internal Revenue Bulletins and the Tax Increase Prevention Act of 2014 for applicable changes to “Selected Income Tax Provisions: Federal Transfer Taxes Code and Regulations 2015 Edition” Show less

    • Law Clerk
      • May 2014 - May 2016

      Houston, Texas Assisted multiple attorneys with caseloads, providing assistance with trial preparations, mediations, and depositions. Built professional client relationships while managing cases. • Drafted various motions and discovery. • Ensured readiness of trial binders, bench briefs, and motions. • Preformed extensive legal research on a variety of topics.

    • Judicial Intern
      • Jun 2014 - Aug 2014

      Houston, Texas Area Supported daily caseloads as an intern with U.S. District Court for the Southern District of Texas. Expanded competencies in legal practice and worked collectively with team. Drafted and edited legal opinions and habeas corpus proceedings. Conducted research and completed numerous assignments. • Learned legal protocols while observing proceedings covering topics like employment discrimination and sex trafficking.

Education

  • South Texas College of Law
    Doctor of Law (J.D.), Law
    2013 - 2016
  • Texas A&M University
    Bachelor of Arts (BA), Psychology
    2009 - 2013
  • Universidad de Sevilla
    Spanish Language and Humanities
    2013 - 2013

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