Please review the Basics of Estate and Long Term Care Planning memorandum prior to your initial meeting. Select one of the two worksheets below that you feel best identifies what you would care to talk with our estate planning team about, and complete it to the best of your ability. Providing us with as much information and detail as possible will allow our attorneys to provide you with meaningful advice at your initial meeting and will result in a more productive and efficient process. We look forward to working with you!
Estate and Long-Term Care Planning Basics.pdf
Long-Term Care Planning Worksheet.pdf
JulieAnn Calareso was honored to participate in the New York State Department of Veterans’ Services Annual Training on Wednesday. Her presentation, “Understanding Financial Documents For Pension Advocacy,” helped inform the [...]
Read More ›Join JulieAnn Calareso and other Trust & Estate specialists as they present at the Trusts, Estates and Elder Law Practice Seminar.Thursday, May 11th at 8 AM at Union College Park Hall. Registration link: [...]
Read More ›JulieAnn Calareso presents at Eddy Alzheimer's Services, Eddy Memory Care 'Planning Ahead for Caregivers - More Than What's for Dinner'6:00 on April 20, 2023 at The Century House in Latham
Read More ›JulieAnn was honored to be invited to present the Annual Update to the Elder Law and Special Needs Section meeting on January 20, 2023 as part of the New York State Bar Association’s 2023 Annual Meeting.
Read More ›JulieAnn Calareso joins Gleason Dunn Walsh & O’Shea as Of Counsel bringing years of experience in elder law, trust and estate planning and administration, guardianship, and special needs planning to the firm. With Ms. Calareso joining the [...]
Read More ›Located in New York's capital – Albany, our highly skilled and experienced attorneys are admitted to all state and federal courts in New York, as well as Connecticut, and the United States Supreme Court. We have the experience, knowledge and integrity to represent our clients in a competent, vigorous and professional manner.
Client success is our mission.
