Julia E. Burt

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Julia E. Burt: Attorney with Burt + Clerc
Attorney Awards
About Attorney Awards

Biography

Combining her CPA and law degree, Julia’s practice is principally devoted to Probate, Estate and Trust law. Her boutique firm emphasizes a hands on approach, and assists clients with the planning and the subsequent administration of estates and trusts. Julia is a Certified Estate Planning, Trust & Probate Law Specialist.

Non-Legal Activities

Julia is active in the Coachella Valley. She is Vice President of the Desert Cancer Foundation, having served as its President. She is a Professor of Wills at Desert Trial Academy College of Law located in Indio, California. Julia has been named a Top Lawyer by Palm Springs Life Magazine every year since 2011. Shas been awarded the Martindale Hubbell AV Preeminent Peer Rating. She is past President of the Tahoe Truckee Bar Association. Julia and her husband live in Palm Desert and enjoy golf, tennis and walking their dogs, Grace and Crosby.

Professional & Bar Association Memberships

State Bar of California

Desert Bar Association

American Bar Association

California Society of CPAs

American Institute of CPAs

Areas of Practice (8)

  • Estate Planning
  • Probate
  • Trust Administration
  • Wills
  • Trusts
  • Pet Trusts
  • Conservatorship
  • Trust and Probate Litigation

Education & Credentials

University Attended:
University of Wisconsin, Madison, B.A., 1985
Law School Attended:
Western State University School of Law, J.D., 1999
Year of First Admission:
2000
Admission:
2000, California
Memberships:
State Bar of California; Desert Bar Association; American Bar Association.
Languages:
French
ISLN:
916487766

Payment Information

Fixed Hourly Rates
Available
Credit Cards Accepted
American Express, MasterCard, Other, Visa
Other Information
Fixed fees available

Peer Reviews

4.9/5.0 (21 reviews)
Martindale-Hubbell® AV Preeminent Rating Badge
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    5.0/5.0
  • Judgment

    4.6/5.0
  • Communication

    5.0/5.0
  • Legal Experience

    5.0/5.0
  • 5.0/5.0 Rated by a Attorney on 07/25/19 in Trusts and Estates

  • 5.0/5.0 Rated by a Attorney on 07/17/19 in Estate Planning

  • 5.0/5.0 Rated by a Attorney on 07/17/19 in Wills and Probate

  • 5.0/5.0 Rated by a Attorney on 07/17/19 in Trusts and Estates

    Julia is an excellent attorney, very knowledgeable and very approachable. She employs a common sense approach to every matter and is very well respected in the legal community.

  • 5.0/5.0 Rated by a Attorney on 07/16/19 in Wills and Probate

  • 5.0/5.0 Rated by a Attorney on 07/16/19 in Trusts and Estates

    Julia is an extremely smart and competent attorney in handling wills, trusts and estate matters. She communicates well and is very adept at handling complex estate matters.

  • 5.0/5.0 Rated by a Partner on 07/16/19 in Trusts and Estates

    I am always comfortable referring a client to Julia because I know they will be well taken care of in both their legal and personal needs. In addition to being a talented and capable lawyer, Julia is extremely caring and skilled in shepherding clien... Read more

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  • 5.0/5.0 Rated by a Attorney on 07/01/19 in Litigation

  • 5.0/5.0 Rated by a Attorney on 07/01/19 in Trusts and Estates

    An outstanding attorney in all respects. Highly recommended.

  • 5.0/5.0 Rated by a Attorney on 07/01/19 in Trusts and Estates

    I requested her assistance for a friend in need of estate protection and she exhibited the best legal ethical, thorough assistance.

Peer reviews submitted prior to 2008 are not displayed.

Other Legal Directories

Avvo Client Review
5.0/5.0 (11 reviews)
Lawyers Client Review
4.0/5.0 (4 reviews)
Silver Client Champion

A banker friend recommended Julia in 2012 when my parents needed help correcting errors in their estate plan caused by an estate planner at a “free lunch.” She was great about explaining everythin...

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Avvo Peer Endorsements

Client Reviews Write a Review

Location

Video Call Options

  • Zoom

  • Skype

  • Google Hangouts

  • Microsoft Teams

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