Julie focuses her practice on sophisticated trust and estate planning, gift, estate and income tax planning, estate administration and prenuptial agreement preparation.
Julie also has experience working in other proceedings in the Massachusetts Probate and Family Law Court, including divorces, adoptions, conservatorships, guardianships, and name changes. Prior to working in estate planning and family law, Julie worked for over a decade as a corporate tax planning attorney at Dewey Ballantine LLP in New York City where she was named Counsel. Her practice focus was representing equity investors in complex tax-driven domestic and international transactions.
Prior to law school, Julie worked for four years on Capitol Hill as a legislative aide to Congressman Dan Rostenkowski (D-IL), the Chairman of the House Ways and Means Committee. Julie received her Juris Doctor from the University of Buffalo Law School where she served on the Buffalo Law Review and her Bachelor of Arts degree in English Literature from the University of Rochester.
- University of Buffalo Law School (J.D., cum laude)
- Buffalo Law Review
- University of Rochester (B.A., cum laude)
- New York
- Boston Bar Association
- Massachusetts Bar Association
- New York State Bar Association
- Boston Estate Planning Council