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Snell & Wilmer L.L.P.Counsel
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Ms. Julie K Kelly

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601 SW Second Avenue, Suite 2000, Portland, OR 97204

Estate Planning, Private Client Services, Probate and 5 more

About Ms. Julie K Kelly

Ms. Julie K Kelly is a lawyer practicing estate planning, private client services, probate and 5 other areas of law. Julie received a B.A. degree from University of Arizona in 2009, and has been licensed for 12 years. Julie practices at Snell & Wilmer L.L.P. in Portland, OR.

Ms. Julie K Kelly (Portland, Oregon)

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Services

Areas of Law

  • Trusts and Estates 2
    • Estate Planning
    • Guardianship and Conservatorship
  • Other 6
    • Private Client Services
    • Probate
    • Trust and Estate
    • Trust and Estate Litigation
    • Tax - General Federal
    • Tax - State and Local

Practice Details

  • Firm Information
    Position
    Counsel
    Firm Name
    Snell & Wilmer L.L.P.
  • Representative Cases & Transactions
    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
    charitable trusts
    Advised $150+ million real estate developer regarding the establishment of a private foundation
    Modified numerous poorly drafted trusts via nonjudicial settlement agreement
    judicial instruction
    Counseled beneficiaries of contested estates regarding their beneficial interests
    rights
    Assisted in the tax-efficient transfer of a multi-million-dollar company to successive generations
    Advised dozens of trustees
    personal representatives in complex estate
    trust administrations subject to federal
    state estate tax

Experience

  • Bar Admission & Memberships
    Admissions
    2013, Oregon
    United States District Court, District of Oregon
    Memberships

    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

  • Education & Certifications
    Law School
    Willamette University College of Law
    Class of 2013
    J.D.
    Other Education
    University of Arizona
    Class of 2009
    B.A.
    summa cum laude; Phi Beta Kappa, Liberal Arts and Sciences Honorary, Member

Ms. Julie K Kelly

Counsel at Snell & Wilmer L.L.P.
Not yet reviewed

Moda Tower, 601 SW Second Avenue, Suite 2000Portland, OR 97204U.S.A.

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