Julie Dewberry is an estate planning and tax attorney who advises families, entrepreneurs, and executives on the tax-efficient accumulation, preservation, and transfer of assets.

Julie excels at building an understanding of clients’ values, concerns, and long-term goals and designing an estate plan to achieve those goals. Julie regularly prepares estate plans for clients who want to ensure their young children are cared for upon their deaths, as well as clients who need sophisticated wealth transfer tax planning.  In addition, Julie assists clients with estate administration matters and prepares estate tax returns.

Julie understands the unique challenges family businesses face, legal and otherwise. Julie is proficient with choice of entity issues and has experience in the design, operation, and succession of limited partnerships and limited liability companies.

Julie hails from Virginia with strong roots in Washington D.C. and Florida.  She has been fortunate to work with lawyers and other professionals throughout the United States and keeps an extensive network of contacts for the benefit of her clients.

 


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For a Legal Consultation about any Estate or Tax Planning issues:

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