Julie assists in the preparation and implementation of wills, revocable trusts, irrevocable trusts, incapacity documents, and gift tax returns. She also has extensive experience with the formation and maintenance of various types of closely held business entities. The client relationship is very important to Julie especially during the estate administration process where she works closely with the client to assist in the preparation of the necessary court and estate tax documents efficiently and smoothly.
- Certified Project Management Professional (PMP)
- Six Sigma Green Belt, Management and Strategy Institute, 2016
- North Carolina Notary Public
B.S., University of North Carolina at Charlotte, 2009, Magna Cum Laude