Julie Kessler LLP is a boutique law firm specializing in trusts and estates, with a distinguished reputation for providing sophisticated estate planning and administration services since 1946. The firm stands out for its highly individualized attention, creative solutions, and multigenerational approach to client relationships.
The firm expertly serves a diverse domestic and international clientele, including high-net-worth individuals and business owners from industries such as real estate, arts and entertainment, law, medicine, and financial services. Julie Kessler LLP is adept at navigating complex family dynamics and tailoring strategies to each client’s specific needs, offering guidance through all phases of estate and trust administration, including IRS audits and appeals.
Services Offered
- Tax Attorney Services
- 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
The firm serves clients from offices in Manhattan, Long Island, and Westchester, and works with a diverse clientele including individuals, banks, and trust companies, providing comprehensive legal support across multiple jurisdictions.
