Overview

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

Experience

Solutions in action

Credentials

  • University of North Carolina School of Law, Juris Doctor (J.D.), at Chapel Hill, 1983, with honors
  • University of Wisconsin - Madison, Bachelor of Science (B.S.), 1980, with distinction

  • Wisconsin

  • Best Lawyers®, Women in the Law (Milwaukee, WI), Trusts and Estates, 2022-present
  • The Midwest’s Best Lawyers©, Trusts and Estates, 2021
  • AV Preeminent Rating by Martindale-Hubbell in both legal abilities and ethical standards
  • Recognition by Milwaukee’s M Magazine as a “Leading Lawyer”
  • Best Lawyers®, Trusts and Estates, 2006-present

Engagement

  • Member, Milwaukee Estate Planning Forum
  • Member, Midwinter Estate Planning Council
  • Member, Milwaukee Bar Association
  • Member, Wisconsin Bar Association
  • Member, American Bar Association
  • Professional Dimensions, Past Board Member
  • Association for Women Lawyers, Past Board Member

  • Board Member, Women’s Fund of Greater Milwaukee
  • Grants Committee Chair, Milwaukee Jewish Women’s Endowment Fund
  • Past Board Member, Milwaukee Jewish Federation; Jewish Community Center of Milwaukee; Fox Point/Bayside Educational Foundation
  • Past Board Member, Congregation Shalom
  • Past Board Member, Milwaukee Tennis and Education Foundation
  • Scholarship Committee, Milwaukee Tennis Classic

Insights