Home > Oregon Lawyers > Lake-Oswego, OR Lawyers > Ms. Julie K. K. Kelly at Snell & Wilmer L.L.P.

Ms. Julie K. K. Kelly, Counsel Attorney
Private Client Services
Phone:971-213-1065
Address: One Centerpointe Drive, Suite 170, Lake Oswego, OR 97035
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Law Firm:Snell & Wilmer L.L.P.
Lawyer:Ms. Julie K. K. Kelly
Phone:971-213-1065
Fax:
Lawyer Title:Counsel
Practice Areas:Private Client Services
Bio:Representative Cases: Representative Experience: Provided estate planning counsel to dozens of high net-worth clients regarding advanced planning vehicles such as intentionally defective grantor trusts, irrevocable life insurance trusts and charitable trusts Advised $150+ million real estate developer regarding the… Read more Representative Experience: Provided estate planning counsel to dozens of high net-worth clients regarding advanced planning vehicles such as intentionally defective grantor trusts, irrevocable life insurance trusts and charitable trusts Advised $150+ million real estate developer regarding the establishment of a private foundation Modified numerous poorly drafted trusts via nonjudicial settlement agreement and judicial instruction Counseled beneficiaries of contested estates regarding their beneficial interests and rights Assisted in the tax-efficient transfer of a multi-million-dollar company to successive generations Advised dozens of trustees and personal representatives in complex estate and trust administrations subject to federal and state estate tax Read less | | 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, exe
Admitted:2013, Oregon; United States District Court, District of Oregon;
College:University of Arizona, Class of 2009, B.A., summa cum laude; Phi Beta Kappa, Liberal Arts and Sciences Honorary, Member
Law School:Willamette University College of Law, Class of 2013, J.D.
Membership: Professional Memberships and Activities, Oregon State Bar , Taxation Section, Executive Committee, Member , Taxation Section, New Tax Lawyer Committee, Chair (2019-2020) , Estate Planning and Administration Section, Member , Taxation Section, Member
Web:
Languages:English

Lawyer Ms. Julie K. K. Kelly, graduated from University of Arizona, Class of 2009, B.A., summa cum laude; Phi Beta Kappa, Liberal Arts and Sciences Honorary, Member Willamette University College of Law, Class of 2013, J.D., is now employed by Snell & Wilmer L.L.P. at One Centerpointe Drive, Suite 170 Lake Oswego, OR 97035.

While being a member of Professional Memberships and Activities, Oregon State Bar , Taxation Section, Executive Committee, Member , Taxation Section, New Tax Lawyer Committee, Chair (2019-2020) , Estate Planning and Administration Section, Member , Taxation Section, Member, Ms. Julie K. K. Kelly is one of the more than one million lawyers in United States. Before choosing Ms. Julie K. K. Kelly as your lawyer, you should consider whether Ms. Julie K. K. Kelly offers free consultation, (if not) how much the initial interview costs, if there is any hidden attorney fees, what's the fee schedule, whether he or she has good community reputation and is able to provide a list of good references. You can also contact the Board of Professional Responsibility of the state bar, to find out if Ms. Julie K. K. Kelly has ever been placed under any disciplinary actions. Please be aware that, though Ms. Julie K. K. Kelly's office is located at Lake Oswego, OR, he or she might belong to the bar association of other states.

You should also ask how long the lawyer has been in practice, how much experience he or she has in cases like yours, and more importantly, the outcomes of those cases! Focus of the lawyer's practice and years of experience are also very important factors in your evaluation process. The more focused the lawyer's practice areas, the better service he or she could provide. So do not make decisions solely on one or two factors. Only hire lawyers you feel comfortable with as they will represent you and your interests, and you will be sharing private details about your life with them.

Ms. Julie K. K. Kelly has been admitted in 2013, Oregon; United States District Court, District of Oregon;. His or her practice areas include Private Client Services.

Ms. Julie K. K. Kelly's college and law school education includes University of Arizona, Class of 2009, B.A., summa cum laude; Phi Beta Kappa, Liberal Arts and Sciences Honorary, Member, Willamette University College of Law, Class of 2013, J.D.. Other biographical background includes Representative Cases: Representative Experience: Provided estate planning counsel to dozens of high net-worth clients regarding advanced planning vehicles such as intentionally defective grantor trusts, irrevocable life insurance trusts and charitable trusts Advised $150+ million real estate developer regarding the… Read more Representative Experience: Provided estate planning counsel to dozens of high net-worth clients regarding advanced planning vehicles such as intentionally defective grantor trusts, irrevocable life insurance trusts and charitable trusts Advised $150+ million real estate developer regarding the establishment of a private foundation Modified numerous poorly drafted trusts via nonjudicial settlement agreement and judicial instruction Counseled beneficiaries of contested estates regarding their beneficial interests and rights Assisted in the tax-efficient transfer of a multi-million-dollar company to successive generations Advised dozens of trustees and personal representatives in complex estate and trust administrations subject to federal and state estate tax Read less | | 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, exe. You should contact other lawyers and law firms nearby before choosing your legal representatives.

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