Julie M. Dewberry

Associate | San Diego

Julie is an associate in our private client and tax team

She advises domestic and international families, entrepreneurs and executives on the tax-efficient accumulation, preservation, and transfer of assets. She excels at building an understanding of her clients’ values, concerns, and long-term goals and designing an estate plan to achieve those goals. She also assists clients with trust and estate administration.

Julie has experience in the design, operation, and succession of family-owned businesses. She also represents non-profit organizations and assists them in formation, obtaining tax-exempt status, and on-going operations.

Active in legal, estate planning, and charitable communities, Julie is a member of the Korean American Bar Association of San Diego, the Trusts and Estates Section of the San Diego Country Bar Association, North County Estate Planning Council and the Rady Children’s Hospital Foundation Estates and Trusts Council.

Secretary Ada Pineda

Focus areas

Admissions

Publications

Memberships

Talks

State of Virginia, 2012

State of California, 2018

‘Ruling Provides Guidance On Grantor Retained Annuity Trusts,’ Daily Journal - May 19, 2020, co-author

Korean American Bar Association of San Diego

San Diego County Bar Association, Trusts and Estates Section

North County Estate Planning Council

State Bar of California, Member

Virginia State Bar

Rady Children’s Hospital Foundation Estates and Trusts Council

‘Digital Assets in Probate,’ National Business Institute Inc., January 27, 2020, speaker

‘Incapacity and End-of-Life-Decisions,’ National Business Institute Inc., August 14, 2019, speaker

‘California’s New Decanting Act,’ CalCPA North County Inland Discussion Group, July 24, 2019, speaker

Education


Languages


  • English

Dates


Joined

2019

San Diego

101 West Broadway,

Suite 1000,

CA 92101

View Office

Regularly works with...