Julie Kessler LLP

- 551 5th Ave 24th floor, New York, NY 10176

When it comes to managing complex financial legacies and ensuring a secure future for your family, having a specialized legal partner is non-negotiable. Julie Kessler LLP, a distinguished law firm located in the heart of New York, is a trusted name for all matters related to trusts and estates. Since 1946, the firm has built a reputation for providing sophisticated, highly individualized attention to its clients, ensuring that their unique needs are met with professionalism and expertise. For New Yorkers looking to navigate the intricacies of estate planning, tax law, and wealth transfer, Julie Kessler LLP offers a refined and reliable resource.

This article will provide a comprehensive overview of Julie Kessler LLP, highlighting its accessible location, the broad range of services it provides, and the unique features that set it apart. We will delve into the specific practice areas, such as tax and estate planning, and discuss what makes this firm a top choice for clients, from high-net-worth individuals to business owners. Our goal is to give you a clear and engaging look into a firm that combines a long-standing tradition of excellence with a modern, client-centric approach.

Julie Kessler LLP’s boutique nature is a significant advantage for its clientele. The firm’s attorneys are highly specialized, focusing exclusively on trusts and estates. This dedication ensures that they are at the forefront of the latest legal and tax developments, allowing them to craft creative and insightful solutions tailored to each individual's specific circumstances. The firm expertly serves a diverse clientele, including domestic and international clients, with a wide range of asset levels and backgrounds. Clients, including those from the real estate, arts and entertainment, and financial services industries, consistently receive outstanding legal guidance that is both strategic and practical.

The office of Julie Kessler LLP is conveniently located at 551 5th Ave, New York, NY 10176, USA, on the 24th floor. This central location in Midtown Manhattan places the firm in a prestigious and highly accessible area. Its proximity to major transportation hubs, particularly Grand Central Terminal, makes it easy for clients from all five boroughs and surrounding areas to reach. The extensive network of subway lines, bus routes, and commuter rail services in the vicinity ensures that your trip to the office is both efficient and hassle-free.

For a more personalized and effective consultation, the firm operates on an appointments-recommended basis. This policy ensures that the legal team can dedicate their full attention to your specific needs without interruption. By scheduling an appointment, you allow the attorneys to prepare for your meeting and provide you with a focused discussion, ensuring that your time is used productively. The combination of a prime, accessible location and a professional scheduling system highlights the firm’s commitment to client convenience and satisfaction.

Julie Kessler LLP specializes in a range of legal services focused on trusts, estates, and tax law. The firm's expertise is both deep and broad, allowing it to handle complex legal issues with precision and care.

Services offered include:

• Estate and Trust Planning: Providing tailored solutions to maximize estate, gift, and generation-skipping tax efficiency. This includes preparing wills, revocable and irrevocable trusts, special needs trusts, and other documents to implement complex wealth transfer strategies.
• Estate and Trust Administration: Representing individuals, banks, and trust companies in all phases of the administration process. This includes handling probate and Surrogate’s Court matters, marshalling assets, managing accountings and distributions, and preparing federal and state estate tax returns.
• Tax Audits and Returns: Skillfully representing clients in tax audits and appeals before the IRS and other state taxing authorities, as well as preparing meticulous tax returns to ensure compliance and minimize liability.
• Supplemental Needs Trusts: Creating specialized trusts to provide for individuals with disabilities without compromising their eligibility for government benefits.
• Business Succession Planning: Assisting business owners with creating a plan for the seamless transfer of their business, ensuring continuity and protecting their legacy.
• Planning for Non-U.S. Citizens: Offering expert legal guidance to non-U.S. citizens on the unique tax and legal considerations involved in U.S. estate planning.

This comprehensive suite of services demonstrates the firm’s ability to address a wide variety of legal challenges within its practice areas, all while providing highly specialized counsel.

Julie Kessler LLP is committed to providing a professional and welcoming environment for all clients, with a strong focus on accessibility and comfort.

Features and highlights include:

• Wheelchair Accessible Entrance: The building at 551 5th Ave features a wheelchair accessible entrance, ensuring that all individuals, including those with mobility challenges, can easily enter the premises and access the firm's services.

• Wheelchair Accessible Restroom: The office is equipped with a wheelchair accessible restroom, providing a convenient and comfortable amenity for all visitors. This detail reflects the firm’s dedication to inclusivity and client care.

• Amenities: A clean and well-maintained restroom is available for client use, contributing to a professional and pleasant experience during your visit.

• Appointments Recommended: This approach allows the firm to offer focused, individualized attention to each client. By scheduling ahead, you can be sure that the attorneys will be prepared to discuss your specific case in detail, making the most of your time together.

These practical features underscore the firm's commitment to creating a supportive and accessible environment for everyone who seeks its counsel.

For more information or to schedule an appointment, you can contact the office using the details below.

Contact Information:

Address: 551 5th Ave 24th floor, New York, NY 10176, USA

Phone: (212) 687-1466

What makes Julie Kessler LLP a superior choice for trusts and estates law in New York is its unparalleled blend of specialization and personalized service. The firm's long history, dating back to 1946, demonstrates a proven track record of success and a deep understanding of the intricacies of wealth transfer and tax law. Unlike larger, more general-purpose firms, Julie Kessler LLP dedicates its expertise to a specific niche, ensuring that its attorneys are true authorities in their field. This specialization is particularly valuable when dealing with sensitive and high-stakes financial matters.

Clients are not treated as just another case file; they receive the kind of individualized attention that fosters long-term relationships, often spanning generations. The attorneys at the firm are adept at navigating complex family dynamics with sensitivity and discretion, a quality that is invaluable in trusts and estates work. They take the time to listen, understand, and tailor their legal strategies to reflect the unique personal and financial goals of each client.

The firm's reputation for providing "sophisticated estate planning and administration services with highly individualized attention" is well-earned. They offer creative and insightful solutions that are not merely boilerplate, but are carefully crafted to meet the specific needs of high-net-worth individuals and business owners. This proactive and strategic approach is what gives clients confidence and peace of mind, knowing their legacy is in expert hands. The combination of a rich history, specialized knowledge, and a commitment to personal service makes Julie Kessler LLP a premier choice for anyone in New York in need of trusts and estates legal counsel.

Julie Kessler LLP

551 5th Ave 24th floor, New York, NY 10176, USA