Julia concentrates her practice on designing and implementing estate plans and leveraged wealth transfer techniques for individuals and family groups. She counsels clients on all aspects of estate and business succession planning. Julia’s dedicated approach to structuring the most appropriate plan for each client is based not only on the legal intricacies of her work, but also on her understanding that every person brings a unique set of circumstances to the table requiring individualized planning to best meet that person’s needs. Julia’s commitment to building sound and trusting relationships with her clients enables her to best balance the personal and legal aspects of estate planning.
Education
Cardozo School of Law, J.D.
University of Wisconsin - Madison, B.A., Journalism