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 1 - 3 of 3 reviews | Trustworthiness

Posted by Denis | July 26, 2023 | Hired Attorney

Full Estate Planning

I’ve known Julie for over 20 years now. She helped me and my spouse when she became severely disabled and I didn’t know if I could take care of her myself or would she have to go to some kind of facility. Julie put us both at ease and her knowledge of the field was extremely in depth. Altho...ugh the options were not great she made sure to assure us we would survive and things would be ok. Fast forward and unfortunately my wife passed. All planning we did before had to be redone. Julie made this easy and again, her knowledge in the areas of estate planning and making sure every i is dotted and t is crossed is an understatement. When I brought up some particulars that may have adverse effect she has options I had never even considered or thought were available. I am now moving forward with my loss, but am now relieved that no matter what happens to me things will be taken care as I wish and my family will be taken care off. It provides a peace of mind that is hard to describe. But it allows me to now live free and not have this worry when my time comes. It all taken care off. Thank you Julie. Denis

Posted by Margot | May 08, 2023 | Hired Attorney

Margot

I highly recommend JulieAnn Calareso for anyone seeking a trustworthy and competent trusts and estates attorney. JulieAnn was an absolute pleasure to work with. She answered all of my questions and made the process as easy as possible. She provided timely and valuable information to me. JulieAnn i...s someone I HIGHLY recommend to anyone seeking these services.

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.

See All Client Reviews

JulieAnn Calareso's Lawyer Endorsements

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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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