Julie Kelly focuses her practice in the areas of complex estate and wealth preservation planning, probate and trust administration, fiduciary law, business succession planning, and gift and income taxation as it relates to estates, trusts and individual beneficiaries.
Julie’s clients include commercial real estate investors, business owners, physicians, lawyers, executives, and farmers. She particularly enjoys advising families regarding inter-generational planning strategies to encourage the smooth transition of wealth, whether it be comprised of the family business, commercial real estate, or the family farm, from one generation to the next.