Julie Kessler LLP has an established reputation of providing sophisticated estate planning and administration services with highly individualized attention.
Our clients consistently expect and receive outstanding legal guidance and professionalism. JK attorneys are adept at customizing creative, insightful solutions tailored to each individual’s specific needs.
We expertly serve a domestic and overseas clientele from a wide range of asset levels and backgrounds. |
Our clients are high-net-worth individuals and business owners from a variety of industries, including real estate, arts and entertainment, law, medicine, and financial services.
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We sensitively navigate each client’s personal family dynamics while stewarding our relationships from generation to generation.
Julie Kessler LLP offers estate planning solutions designed to maximize estate, gift, income, and generation-skipping tax efficiency.
Our attorneys are highly specialized in planning for the disposition of diverse assets.
We regularly prepare wills, trusts, and other documents to implement complex wealth transfer strategies in addition to asset protection, business succession, and charitable plans. |
In the administration of trusts and estates, JK competently represents individuals, banks, and trust companies.
We skillfully serve all phases of the administration process, including audits and appeals before the IRS. |
ESTATE PLANNINGWills
Revocable and Irrevocable Trusts Special/Supplemental Needs Trusts Planning for Non-U.S. Citizens Trusts for Minors Asset Protection Trusts Charitable Trust Planning Business Succession Planning Family Limited Partnerships Sophisticated Life Insurance Planning Prenuptial and Postnuptial Agreements |
ESTATE TRUST AND ADMINISTRATIONProbate and Surrogate’s Court
Marshalling Assets Accountings and Distributions Federal and State Estate Tax Returns Estate Tax Audits Before the IRS Guardianships |
TAX PLANNINGEstate Tax
Gift Tax Generation-Skipping Transfer Tax Income Tax |
ADVANCED DIRECTIVESPowers of Attorney
Health Care Proxies |
RESOURCES
Before your initial visit, we recommend completing our Estate Planning Questionnaire so that we may better help you.
FRANKLIN H. JULIE
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BARRY KESSLER
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ALLISON E. DOLZANI
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COLYN EPPES
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MARTHA D. COLTON
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ALEXANDRA LATHROP
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HILARY LEWIS
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Julie Kessler LLP
MANHATTAN
One Grand Central Place 60 East 42nd Street, 46th Floor New York, NY 10165 LONG ISLAND 1325 Franklin Avenue Suite 255 Garden City, NY 11530 |
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