Julia Burt

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.

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

• Conservatorship
• Guardianship
• Pet Trusts
• Trust Administration
• Wills

• Zoom

California

Since 2000

Burt + Clerc

Current

Western State College of Law at Argosy University

J.D. (1999)

University of Wisconsin - Madison

B.A. (1985)

Top Lawyer

Palm Springs Life Magazine

2011-present

AV Preeminent (Highest) Rating

Martindale-Hubbell

California State Bar  # 207585

Member

Current

California Society of CPAs

Member

Current

American Institute of CPAs

Member

Current

Desert Bar Association

Member

Current

American Bar Association

Member

Current

Certified Estate Planning, Trust & Probate Law Specialist

California Board of Legal Specialization