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Email Kristy

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P.O. Box 10969...
1915 South 19th Ave....

Licensed & Certified to Practice In

verified_user LICENSED FOR: 5 Years
check_circle MEMBER SINCE: September 2016

About Kristy

Kristy Buckley is a Partner in the Bozeman Commercial Department primarily practicing in the Employee Benefits, ERISA & Executive Compensation Practice Group . Her practice focuses on employee benefits law by providing advice regarding retirement plans and health and welfare plans. She uses her retirement plan knowledge to assist employers with tax and succession planning and her health and welfare knowledge to assist employers with Health Care Reform compliance. Kristy advises clients about laws that impact self-funded health insurance plans, welfare benefit plans, 401(k) plans, 403(b) plans, profit sharing plans, ESOPs, cafeteria plans, health reimbursement arrangements, supplemental executive retirement plans, and executive bonus plans. She provides plan design and compliance assistance under the Internal Revenue Code, ERISA, COBRA, HIPAA, and the state Insurance Code. When plan errors arise, she navigates through corrective programs under the Internal Revenue Service and the Department of Labor to avoid audits. She also provides advice regarding plan reporting (e.g., Form 5500, Form M-1, Montana MEWA Annual Statement, Medicare Part D, and Form 5310-A) and compliance with plan disclosure requirements (e.g., Summary Plan Descriptions, Summary of Material Modifications, QDIA Notices, Safe Harbor Notices, and Summary Annual Reports). While in law school, Kristy served as an Articles and Comments Editor of the University of Miami Business Law Review and Executive Editor of the Tax Law Chronicle. She received her Master of Law in Taxation from the University of Miami School of Law and graduated at the top of her class. She was a two-time academic merit scholar for her LL.M. of Taxation program. Kristy passed the CPA Exam in 2002 and had experience as an accountant before entering law school.

work Experience

Associate
Crowley Fleck PLLP
Jan. 1, 2006 - Jan. 1, 2012
None

Partner
Crowley Fleck PLLP
Jan. 1, 2013 - Current
None

school Education

Montana State University, Bozeman
BS - Bachelor of Science
- 2001

Montana State University, Bozeman
BS - Bachelor of Science
- 2001

Montana State University, Bozeman
M.P.Ac.
- 2002

University of Miami School of Law
JD - Juris Doctor
- 2005

University of Miami School of Law
LL.M - Master of Laws
- 2006

bookmark Awards

Frank Haswell Award
State Bar of Montana
2014
AV Preeminent Rated
Martindale-Hubbell
2013

group Associations

Secretary/Treasurer
State Bar of Montana, Health Care Law Section
2013 - Current

Member
American Health Lawyers Association
2011 - Current

Member
National Center for Employee Ownership
2011 - Current

Member
American Bar Association, Taxation Section
2006 - Current

Secretary
State Bar of Montana, BETTR Law Section
2008 - 2012

import_contacts Published Works

Tax Shelter Information and How the Confidentiality Rule Protects Clients: The Relevance of Recent Changes to ABA Model Rule of Professional Conduct 1.6
University of Miami Business Law Review
ACA Update: Where are we now?
The Montana Lawyer
Retirement Plan Update: Expanded In-Plan Roth Conversions
Crowley Fleck Tax Newsletter
New ACA informational reporting requirements: What you need to know
The Montana Lawyer
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