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.
Ms. Dewberry excels at building an understanding of her clients’ values, concerns, and long-term goals and designing an estate plan to achieve those 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, she assists clients with estate administration matters and prepares estate tax returns.
Ms. Dewberry’s success is predicated on her ability to understand the unique challenges family businesses face, legal and otherwise. She has experience in the design, operation, and succession of family-owned businesses. Her work in this area encompasses general partnerships, limited partnerships, limited liability companies, and corporations. Ms. Dewberry also represents nonprofit organizations and assists them in formation, obtaining tax-exempt status, and ongoing operations.
Community involvement is important to Ms. Dewberry, who proudly provides pro bono legal services for the Prison Yoga Project, which brings trauma-informed yoga to incarcerated people to promote rehabilitation, reduce recidivism, and improve public safety. She is also affiliated with the Korean American Bar Association of San Diego, the San Diego County Bar Association’s Trusts & Estates Section, and the North County Estate Planning Council.
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.
- NBI, Inc., Seminar Presenter, Incapacity and End-of-Life Decisions, August 14, 2019
- CalCPA, North County Inland Discussion Group Guest Speaker, California’s New Decanting Act, July 24, 2019
- Real Talk San Diego, Guest Host, The Difference Between a Trust and a Will, May 10, 2017