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.
We sensitively navigate each client’s personal family dynamics while stewarding our relationships from generation to generation.

PRACTICE AREAS

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 PLANNING

Wills
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 ADMINISTRATION

Probate and Surrogate’s Court
Marshalling Assets
Accountings and Distributions
Federal and State Estate Tax Returns
Estate Tax Audits Before the IRS
​Guardianships

TAX PLANNING

Estate Tax
Gift Tax
Generation-Skipping Transfer Tax
Income Tax

​ADVANCED DIRECTIVES

Powers of Attorney
​Health Care Proxies

RESOURCES

Before your initial visit, we recommend completing our Estate Planning Questionnaire so that we may better help you.

ATTORNEYS

TEAM MEMBERS

MARTHA D. COLTON
Senior Paralegal

ALEXANDRA LATHROP
Paralegal

HILARY LEWIS
Paralegal/Administrative Assistant