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Julie Christensen

Julie Christensen

Partner

Meet Julie

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.

Bar Admissions:

  • Texas – 1997
  • United States District Court Northern District of Texas – 1998

Education:

  • Baylor University School of Law, Waco, Texas
    Juris Doctor – 1996
  • Austin College, Sherman, Texas
    Bachelor of Arts in Business Administration, magna cum laude – 1994

Memberships/Community Involvement:

  • Collin County Bar Association
  • Dallas Bar Association
  • Collin County Women Lawyers Association
  • Real Estate, Probate & Trust Law (REPTL) Section of the State Bar of Texas
  • Dallas Estate Planning Council
  • Estate Planning Council of North Texas
  • Network of Community Ministries, Richardson, Texas – Food Pantry Volunteer and Past
    Event Planning Committee Member
  • First Baptist Church, Richardson, Texas – Member, Church Council (past member),
    Personnel Committee (past member)
  • Bible Study Fellowship (BSF), Carrollton, Texas – Past group leader, greeter

Our Team is Committed to Excellence

We are dedicated to delivering strategic legal solutions with experience and integrity.