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:
- Living Trusts
- Irrevocable insurance trusts
- Special needs trusts
- Charitable trusts
- Durable powers of attorney
- Health care powers of attorney
- Marital agreements
A noted authority on estate planning, Julie speaks frequently to business and legal groups. Her professional accolades include an AV Preeminent Rating by Martindale-Hubbell in both legal abilities and ethical standards, a listing in Martindale-Hubbell’s Bar Register of Preeminent Women Lawyers, and recognition by Milwaukee’s M Magazine as a “Leading Lawyer.” In addition, she has been acknowledged in the area of trusts and estates since 2006 by The Best Lawyers in America®, published by Woodward/White, Inc.