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Julia E Burt

Julia E Burt

Practice areas:

Estate Planning, Probate, Trusts, Corporate & Incorporation

About Me

Please review our website at www.juliaburtlaw.com 


 


Also, we are on line blogging at www.palmspringsestateplanninglawyerblog.com


 


Our practice is devoted almost exclusively to estates, trust and probate law.  Whether your estate is modest or you are a high net worth individual, we welcome the opportunity to assist in your estate planning needs, trust administration, probate or litigation need.


 


 


My best.


 


Julia Burt


 


 


 


 

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Photos and Videos

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Practice Areas

Licensed since 2000

  1. Estate Planning: 40%
  2. Probate: 35%
  3. Trusts: 20%
  4. Corporate & Incorporation: 5%

Payment

Fees:

Free Consultation (15 minutes)

Payment Types:

Check, Credit Card

Attorney Endorsements

3 total 

  • Heidi Richert Clerc

    I endorse this lawyer. Julia is an excellent attorney that goes above and beyond for her clients.

    More 

    Heidi Clerc Estate Planning Attorney
    Relationship: Co-worker

  • Anthony Capobianco

    I have worked with Julia on several occasions, and she has represented me on personal matters. I highly recommend her for any and all estate planning issues. The fact that she also is a CPA makes her an invaluable resource on estate planning matters.

    More 

    Anthony Capobianco Litigation Attorney
    Relationship: Worked together on matter

Contact Info

Burt & Associates

73-200 El Paseo
Suite 1B
Palm Desert, CA, 92260

Resume

License

StateStatusAcquiredUpdated
CAActive200005/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Top Lawers 2014Palm Springs Life Magazine2014
Top Lawyers 2013Palm Springs Life Magazine2013
Top Lawyers 2012Palm Springs Life Magazine2012
Certified Specialist - Estate Planning, Trust and Probate LawState Bar of California2012
Top Lawyers 2011Palm Springs Life Magazine2011

Work Experience

TitleCompany NameDuration
PartnerBurt & Associates2006 - Present
AttorneyPorter Simon2002 - 2006
Manager- Litigation ConsultingPrice Waterhouse & Co.1985 - 1992

Associations

Association NamePosition NameDuration
Old Town Artisan StudioBoard of Directors2009 - Present
Desert Cancer FoundationVice President2009 - Present
Eisenhower Planned Giving CouncilMember2006 - 2012
Tahoe-Truckee Bar AssociationPresident2004 - 2005
Boys and Girls Club of North Lake TahoeBoard of Directors2002 - 2005
California CPA Since 1989CPA1989 - Present
California Socirty of CPACalifornia Society of CPA1989 - Present
American Institure of CPAAmerican Institute of CPA1989 - Present
Beta Alpha PsiPresident1984 - 1985
Desert Bar AssociationMemberN/A
American Bar AssociationMemberN/A

Publications

Publication NameTitleDate
Palm Springs Estate Planning BlogEstate Planning Lessons from the Rich and Famous2014
Julia Burt Law BlogJulia Burt Law Blog2010

Education

School NameMajorDegreeGraduated
Western State University College of LawLawJD - Juris Doctor1999
University of Wisconsin, MadisonN/ABA - Bachelor of ArtsN/A

Speaking Engagements

Conference NameTitleDate
Sun City Pet Lovers ClubEstate Planning and Pet Trusts2013
60 Minute UniversityEstate, Trusts and Probate Planning2009