JulieAnn Calareso

JulieAnn Calareso

also known as Julie

5.0
Rating: 10.0

Licensed for 22 years

Elder law Lawyer at Albany, NY
Practice Areas: Elder Law, Trusts, Estate Planning ... +2 more

300 Great Oaks Blvd. Suite 321, Albany, NY

About JulieAnn

Biography

Practice Areas

5

Practice Areas

Elder Law 30%

Medicaid and Medicare; Nursing Home Admission; asset protection; long term care planning; estate planning in elder law context

21 years

30%
Estate Planning 20%

Advance directives, Last Wills and Testaments, Trusts, as appropriate; estate tax planning; estate administration

21 years

20%
Trusts 20%

Creation of all types of trusts (revocable, irrevocable, special needs, and all types of tax planning trusts); Trust administration

21 years

20%
Probate 15%

Estate and Trust administration, including probate, ancillary proceedings, and other issues relating to concluding the affairs of a deceased

15%

Fees and Rates

Cost

Hourly Rates

$ 325-325 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in New York for 22 years

State: New York

Acquired: 2004

Currently Registered

No misconduct found

Location

Gleason, Dunn, Walsh & O'Shea

300 Great Oaks Blvd. Suite 321, Albany, NY, 12203

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JulieAnn Calareso's Reviews

Avvo Review Score

5.0 /5.0

45 Client Reviews

Filter Avvo Reviews (45) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 21 - 25 of 45 reviews

Posted by Matt | November 21, 2022 | Hired Attorney

Estate planning

I have been nothing but happy with Julie. She helped my mother with her estate planning. When she passed her estate and will we’re handled professionally and throughly. I was so impressed that I had my own estate and will planned with her. She is courteous and very knowledgeable. I would highly recom...mend her and firm.

Posted by Judy | November 15, 2022 | Hired Attorney

Medicaid Application for Mom and Dad

Julie is an outstanding attorney who has successfully secured Medicaid for my dad in a nursing home 6 years ago and then again for my mom just recently. She is exceptionally knowledgeable and thoroughly walked us through the process both times. She and her team are diligent and timely in completing a...ll the Medicaid application forms. Thank you Julie for all your work on behalf of my parents!

Posted by Susie | October 24, 2022 | Hired Attorney

Excellent Lawyer

JulieAnn is a brilliant, compassionate, exceptional lawyer. She has helped me make sound decisions through several difficult situations. I continue to be grateful for her wise counsel after 6 years, and highly recommend her.

Posted by Antonio Romeo | October 06, 2022 | Hired Attorney

Trust set up

Julie Ann was truly a professional when setting up a trust for us. Her and the staff cover all bases to ensure your future is in good hands. Thanks again Julie Ann.

Posted by Nancy | August 18, 2022 | Hired Attorney

The Best

I retained and worked with JulieAnn over the course of several months to prepare my new Will, Power of Attorney, Living Will and Healthcare Proxy, and Revocable and Irrevocable Trusts. What a pleasure!! Her attention to detail and knowledge of the law were amazing. She was so easy to work with and e...xtremely helpful. I felt I was in the best possible hands. Very accessible, diligent and dependable, JulieAnn was also so warm and personable. I highly recommend her!!!

See All Client Reviews

JulieAnn Calareso's Lawyer Endorsements

Endorse JulieAnn
Laura M. Hoffman headshot
Laura Hoffman

Elder law lawyer | Apr 29

Relationship: Fellow lawyer in community

"I endorse this lawyer."

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Experience

Rating:  10.0 (Superb)

Honors

2025

Super Lawyer, Super Lawyers

2024

Super Lawyer, Super Lawyers

2023

Super Lawyer, Super Lawyers

2022

Super Lawyer, Super Lawyers

2021

Super Lawyer, Super Lawyers

2020

Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2016

AV Preeminent Rated, Martindale-Hubbell

2014

Rising Star, Super Lawyers

2014

Super Lawyer, Super Lawyers

2013

Rising Star, Super Lawyers

2013

Super Lawyer, Super Lawyers

2009

Lisa Goldberg Memorial Award, Alzheimer's Association of NENY

2009

Woman of Excellence - Emerging Professional, Albany Colonie Regional Chamber of Commerce

2004

Justinian Society, Albany Law School

Work Experience

2022 - Present

Of Counsel, Gleason, Dunn, Walsh & O'Shea

2017 - 2022

Partner, The Shevy Law Firm, LLC

2004 - 2017

Partner, Burke & Casserly, P.C.

2003 - 2004

Court Attorney, New York State Supreme Court, Appellate Division

Associations

2016 - Present

National Academy of Elder Law Attorneys

Member

2005 - Present

New York State Bar Association

Member

2005 - Present

Schenectady County Bar Association

Member

2005 - Present

Capital Region Caregiver Coalition

Member/Chair "Tools for Caregivers Day" educational event

2015 - 2016

New York State Bar Association, Elder Law Section

Chair

2014 - 2022

Alzheimer's Association of Northeastern New York

Member, Board of Directors

2014 - 2023

Catholic Charities Senior and Caregiver Support Services

Member, Board of Directors

Sample of Legal Cases

Long Term Care Planning

Parent successfully placed in nursing home of adult child's choice; adult child confident in payment sources for future care

See More Legal Cases

Education

2004

Albany Law School of Union University

JD - Juris Doctor

1994

Fordham University

BA - Bachelor of Arts

Speaking Engagements

2016

The Kingsway Community

How to Prepare and Pay for Senior Care

2016

SUNY Social Work Class

Elder Law 101

2016

Senior Services of Albany

Ask the Elder Law Attorney 2 Part Tele-Series

2016

Rensselaer County Dept of Aging

Supplemental Needs Trusts

2016

NYSBA GAL Training

The Ethics of Being Guardian Ad Litem

2016

NYS Department of Transportation

Esate Planning: Preparing for Your Future

2016

NYS Department of Transportation

Medicare vs. Medicaid: The Basics

2016

New York State Bar Association, Elder Law Section

Intermediate Elder Law

2016

Guilderland YMCA

Protecting Your Loved Ones: Estate Planning

2016

Alzheimer's Caregiver Conference 2016

Legal and Financial Issues Facing Caregivers

2015

NYS Bar Association, Elder Law Section Fall CLE

Crisis Planning for Institutional Medicaid

2015

Educational Workshops The Need for Advance Directives

2015

Educational Workshop Medicaid Myths & Realities

2015

Alz Assn Early Stage Support Group

Care & Financial Planning

2015

Albany Med Tramatic Brain Injury Support Group

Advance Planning: Understanding Advanced Directives, Last Wills and Testaments, and More

2012

2012 Caregivers Conference

Alzheimer's Disease: Your Questions, Their Answers

Publications

2016

New York State Bar Association Elder and Special Needs Law Journal Message From the Chair

Languages

English

Activity

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