Julie’s practice is concentrated in the areas of estate planning, asset protection, and business representation. Working with families and individuals, her focus is to help clients achieve their estate planning goals while maximizing tax savings, creditor protection, and probate avoidance. Julie’s clients range from those with modest estates who simply want to ensure they have their affairs in good order to business owners and individuals with very high net worth who find themselves in need of complex planning solutions. Julie’s experience with lifetime gifting strategies includes a variety of trust planning options that utilize lifetime gifting, business structuring, business valuations, real estate appraisals, and preparing federal gift tax returns.
Julie also represents both fiduciaries and beneficiaries in trust administration as well as probate and estate administration. As part of that practice, she also routinely prepares federal estate tax returns for clients with taxable estates or for spouses desiring to make a portability election. Julie has practiced in Frisco, Dallas, Rockwall, and Fort Worth. She works collaboratively with her client’s tax and financial advisors to create a tailored estate plan that accomplishes the client’s family and tax planning objectives.
Julie and her husband, Matt, are long-time Richardson residents. They are enjoying their empty nest years traveling, attending concerts, and sampling the Metroplex’s latest culinary offerings.
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