Julie’s outstanding track record is built on successful outcomes in legal matters related to estate planning, trust administration, and probate. Clients rely on her sound judgment regarding lifetime planning, as well as the administration and distribution of assets at death.
Estate planning instruments Julie prepares include:
- Wills
- Living Trusts
- Irrevocable insurance trusts
- Special needs trusts
- Charitable trusts
- Durable powers of attorney
- Health care powers of attorney
- Marital agreements