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Pursuing California Julia Burt
Julia Burt

Julia Burt

Burt + Clerc

22 years of experience

Business Law, Estate Planning, Probate

California

Biography

I am a dedicated Estate Planning, Probate, Trust, Tax and Charitable Planning attorney, serving clients throughout Coachella Valley. As a CPA and Certified Estate Planning, Trust & Probate Law Specialist, I provide comprehensive legal representation focused on estate planning, probate & trust litigation, and complex tax and charitable planning matters. With 20 years of experience, I am dedicated to attentive service and exceptional counsel based on the unique needs of my clients. I am committed to achieving their goals and objectives in a fast and reliable manner. I have been recognized by my peers with an AV Preeminent Rating, and named a Top Lawyer by Palm Springs Life Magazine. My husband and I live in Palm Desert where we are active in the Coachella Valley community. Outside of work, we can be found enjoying golf, tennis and walking our dogs, Grace and Crosby.



Practice Area

Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes,
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills,
Probate
Probate Administration, Probate Litigation, Will Contests,

Languages

English



Education

Western State College of Law at Argosy University

J.D. (1999)

Western State College of Law at Argosy University
University of Wisconsin - Madison

B.A. (1985)

University of Wisconsin - Madison

Awards

Top Lawyer
Palm Springs Life Magazine
AV Preeminent (Highest) Rating
Martindale-Hubbell

Professional Associations

California State Bar # 207585

Member

Current

California State Bar  # 207585
California Society of CPAs

Member

Current

California Society of CPAs
American Institute of CPAs

Member

Current

American Institute of CPAs
Desert Bar Association

Member

Current

Desert Bar Association
American Bar Association

Member

Current

American Bar Association

Websites & Blogs

website
Julia Burt's Website Profile


Social Media


Offices

Burt + Clerc
Palm Desert 73200 El Paseo Suite 1B Palm Desert, CA 92260
Telephone: (760) 340-0034
Fax: (760) 340-0035



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