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PRO
Julia E Burt
Virtual Consultation Available
About Julia
Biography
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
Practice Areas
8
Practice Areas
Animal Law
14%
Corporate and Incorporation
14%
Estate Planning
14%
Guardianship
14%
Fees and Rates
Awards
Licenses
Licensed in California for 25 years
State: California
Acquired: 2000
No misconduct found
Location
Burt & Associates
(760) 340-0035
Fax
73-200 El Paseo, Suite 1B, Palm Desert, CA, 92260
juliaburtlaw.comJulia E Burt's Reviews
Avvo Review Score
11 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | Wills & Living Wills
Posted by Ginny | July 09, 2020 | Hired Attorney | Wills & Living Wills
Delivers What She Promises
After listening to Julia speak at our Women's Financial Boot Camp regarding estate planning, wills, probate, etc. I knew she was the attorney I wanted in the planning of our estate. All the way through the process, she delivered everything she promised and took my fear and dread out of the ordeal. I ...
Posted by Leonard | May 08, 2011 | Wills & Living Wills
Julia E. Burt Performance Review
Julia reviewed many years and pages of past will, trust and estate planning documents and consolidated them into a concise and current portfolio. She was extremely thorough and detailed. She explained each item and made recommendations for our decisions. We are extremely pleased with her performance....
Julia E Burt's Lawyer Endorsements
"I endorse this lawyer. Julia is an excellent attorney that goes above and beyond for her clients."
"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."
"Very skilled and highly ethical."
Heidi Clerc
Estate planning lawyer
Anthony Capobianco
Mergers and acquisitions lawyer
Helene Koch
Estate planning lawyer
Experience
Honors
2017
Top Estate Planning Lawyer, Palm Springs Life Magazine
2016
Top Lawyer 2016, Palm Springs Life Magazine
2015
Top Lawyers 2015, Palm Springs Life Magazine
2014
Top Lawers 2014, Palm Springs Life Magazine
2013
Top Lawyers 2013, Palm Springs Life Magazine
2012
Top Lawyers 2012, Palm Springs Life Magazine
2012
Certified Specialist - Estate Planning, Trust and Probate Law, State Bar of California
2011
Top Lawyers 2011, Palm Springs Life Magazine
N/A
Client Champion Award, Martindale-Hubbell
N/A
AV Preeminent Rated, Martindale-Hubbell
Work Experience
2015 - Present
Adjunct Professor, California Desert Trial Academy of Law
2006 - Present
Partner, Burt & Associates
1900 - Present
Managing Partner, Burt + Clerc
2002 - 2006
Attorney, Porter Simon
1985 - 1992
Manager- Litigation Consulting, Price Waterhouse & Co.
Associations
2009 - Present
Desert Cancer FoundationVice President
2009 - Present
Old Town Artisan StudioBoard of Directors
1989 - Present
American Institure of CPAAmerican Institute of CPA
1989 - Present
California Socirty of CPACalifornia Society of CPA
1989 - Present
California CPA Since 1989CPA
American Bar Association
Member
Desert Bar Association
Member
2006 - 2012
Eisenhower Planned Giving CouncilMember
2004 - 2005
Tahoe-Truckee Bar AssociationPresident
2002 - 2005
Boys and Girls Club of North Lake TahoeBoard of Directors
1984 - 1985
Beta Alpha PsiPresident
Education
1999
Western State University College of Law
JD - Juris Doctor
1985
University of Wisconsin, Madison
BA - Bachelor of Arts
Speaking Engagements
2013
Sun City Pet Lovers Club
Estate Planning and Pet Trusts
2009
60 Minute University
Estate, Trusts and Probate Planning
Publications
2014
Palm Springs Estate Planning Blog
Estate Planning Lessons from the Rich and Famous
2010
Julia Burt Law Blog
Julia Burt Law Blog
Languages
English
French
Activity
Legal Answers