Paralegal
Julie supports attorneys in estate and trust administration matters, assisting with document preparation, client communication, and maintaining electronic case files.
She works closely with attorneys supporting clients with Probate. Estate Tax Returns. Inheritance Tax Returns. Fiduciary Income Tax Returns and Gift Tax Returns. Julie works collaboratively with clients to assist with the estate administration process from start to finish.
Prior to rejoining the firm, Julie previously served as a legal secretary at McNees and as an estate administration legal assistant and paralegal at a Lancaster law firm.
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Behind every successful case, every smoothly closed transaction, and every well-prepared filing, a paralegal is making it happen. National Paralegal Day is our opportunity to recognize the professionals who are essential to our legal teams, the ones who keep cases on track and support clients every step of the way. This year, we asked several […]
Practices estate planning, business succession planning, and estate and trust administration. Advises multiple generations of successful families and their businesses.
Supports attorneys in estate and trust matters. Offers assistance with document preparation, estate and trust administration, and client communication.
Advises closely held companies on federal tax, corporate, and estate planning, including M&A, entity formation, financing, and ownership transitions.
Advises families and businesses in estate and tax planning. Counsels individual and corporate fiduciaries on trust and estate administration matters.
