Julie M Dewberry

Julie M. Dewberry

Julie Dewberry is an estate planning and tax attorney licensed in both California and Virginia.

In her practice, Ms. Dewberry advises families, entrepreneurs, and executives on the tax-efficient accumulation, preservation, and transfer of assets.

She is often commended for her ability to understand her clients’ values, concerns, and long-term goals and designing an estate plan that most effectively reaches her clients’ goals. She 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, her work includes assisting clients with estate administration matters and preparing estate tax returns.

Ms. Dewberry’s success is predicated on her ability to understand the unique challenges family businesses face, legal and otherwise. She is proficient in choice of entity issues and has experience in the design, operation, and succession of limited partnerships and limited liability companies.

Ms. Dewberry 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.

Community involvement is important to Ms. Dewberry, who is affiliated with the Prison Yoga Project, Korean American Bar Association of San Diego, the San Diego County Bar Association’s Trusts & Estates Section, and the North County Estate Planning Council.

Affiliations

  • State Bar of California
  • State Bar of Virginia
  • San Diego County Bar Association, Trusts and Estates Section
  • Korean American Bar Association of San Diego
  • North County Estate Planning Council
  • The Prison Yoga Project