Julia E Burt

PRO

Julia E Burt

5.0
Rating: 10.0

Licensed for 25 years

Estate planning Lawyer at Palm Desert, CA
Practice Areas: Estate Planning, Probate, Corporate & Incorporation ... +5 more

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

Virtual Consultation Available

About Julia

Biography

Practice Areas

8

Practice Areas

Animal Law 14%

14%
Corporate and Incorporation 14%

14%
Estate Planning 14%

14%
Guardianship 14%

14%
Litigation 14%

14%
Probate 14%

14%
Trusts 14%

Trust Litigation and Trust Adminstration

14%
Other 2%

2%

Fees and Rates

We have not found any cost information for this lawyer

Awards

Silver Client Champion
AV Preeminent Peer Review Rating

Licenses

Licensed in California for 25 years

State: California

Acquired: 2000

Active

No misconduct found

Location

Burt & Associates

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

juliaburtlaw.com

Burt + Clerc

74175 El Paseo, Palm Desert, CA, 92260

juliaburtlaw.com

Julia E Burt's Reviews

Avvo Review Score

5.0 /5.0

11 Client Reviews

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 11 reviews

Posted by Kathy | December 05, 2020 | Hired Attorney | Estate Planning

Julia Exceeded Our Expectations

I gave Julia a 5 star review in 2012 after she stepped in and corrected the many errors in my parents’ estate plan that resulted from one of the “free lunch” seminars that are held in the desert. She has continued to provide 5 star service every step of the way...from my mother’s death, property sa...les, a remarriage, and finally wrapping up my parents’ estate after my father’s death. Julia’s extensive expertise in the law, taxes and real estate means you don’t need to involve multiple professionals—she can deal with just about any issue that comes up in a professional and timely manner. My only regret is I no longer live in California, so I must find a new attorney. They will have big shoes to fill!

Posted by Ginny | July 09, 2020 | Hired Attorney | Estate Planning

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 ...will recommend Julia to anyone in the Coachella Valley who inquires about estate planning.

Posted by Chris | March 26, 2015 | Probate

Excellent Representation!

Julia assisted my sister and I with our fathers probate down in California. We had previously been working with another attorney that literally did nothing for us. He dragged his feet and never even so much as present simple paperwork to the courts after 6 months of employing him as our representatio...n. We promptly parted ways with that attorney and were directed to Julia. I can tell you that the work she did for us was a breath of fresh air. She was extremely prompt in all of her responses and thorough in her communication. She went to bat for us in court to try to get things sped along as the previous attorney had left us in a tight bind and delayed the probate closing by 6 months. I'am not an attorney but I do have a great background in client services and I can speak for my sister and myself by saying that Julia was a delight to work with and left both of us with a sense of ease knowing that she was getting everything done for us. I would recommend Julia to anyone. Thank you so much for your help!

Posted by Jennifer | July 29, 2014 | Probate

Don't Look Any Further!

My sister was murdered overseas which was painful enough...but the thought of dealing with probate seemed daunting and too much for us to bear. Fortunately we found Julia Burt and her team John and Molly. With her expertise and strong company support we were able to put this "task" behind us swiftl...y and professionally allowing us to move onto the next stage of healing. We will be forever grateful for Julia, John and Molly and encourage you to hire her. You will not be disappointed!

Posted by anonymous | June 11, 2014 | Personal Injury

Compassionate, Forthright, Professional - Julia's the Best Advocate!

Julia and her dedicated team (Heidi, John, & Molly) helped us on a couple of matters after a tragic accident in our family. Everyone was very caring & compassionate. Julia consulted with us, provided direction and went forward as our advocate to accomplish the goals we set. As the circumstances... unfolded, she continued to make suggestions and offer direction based on her expertise and kept us informed every step of the way. She was very forthright and professional in dealing with the parties involved in our matter. It was very clear that 'time is of essence' with Julia, she is on purpose and highly efficient. This same efficiency is carried forward and reflected in her fees. We will continue to refer Julia's team to our family & friends seeking an attorney for personal or business matters. Those whom we have already referred have also been well served by Julia's practice. We could not imagine working with anyone else during this very difficult time and we are forever grateful!

See All Client Reviews

Julia E Burt's Lawyer Endorsements

Endorse Julia
Heidi Richert Clerc headshot
Heidi Clerc

Probate lawyer | Feb 03

Relationship: Co-worker

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

Anthony Capobianco headshot
Anthony Capobianco

Estate planning lawyer | Jul 28

Relationship: Worked together on matter

"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."

Helene Patrice-Dreyer Koch headshot
Helene Koch

Probate lawyer | Mar 19

Relationship: Opposing Counsel on matter

"Very skilled and highly ethical."

View All Endorsements
Heidi Richert Clerc headshot
Heidi Clerc

Estate planning lawyer

Anthony Capobianco headshot
Anthony Capobianco

Mergers and acquisitions lawyer

Helene Patrice-Dreyer Koch headshot
Helene Koch

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

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 Foundation

Vice President

2009 - Present

Old Town Artisan Studio

Board of Directors

1989 - Present

American Institure of CPA

American Institute of CPA

1989 - Present

California Socirty of CPA

California Society of CPA

1989 - Present

California CPA Since 1989

CPA

American Bar Association

Member

Desert Bar Association

Member

2006 - 2012

Eisenhower Planned Giving Council

Member

2004 - 2005

Tahoe-Truckee Bar Association

President

2002 - 2005

Boys and Girls Club of North Lake Tahoe

Board of Directors

1984 - 1985

Beta Alpha Psi

President

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

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

Avvo Rating

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