Julia is a member of the firm’s Trusts & Estates Practice Group with two decades of experience, focusing her practice in the areas of estate planning and trust and estate administration.
Julia is passionate about her chosen field because of how it enables her clients to achieve their goals and effectively plan for the future. Helping her clients through difficult times, whether death or incapacity, and finding creative solutions to problems is important to her. Julia’s practice includes: preparing documents such as last will and testaments, powers of attorney, healthcare powers of attorney, living wills, trusts and non-judicial settlement agreements for trusts; aspects of business succession planning and tax planning; in addition to representing clients in guardianship matters and more.
During the estate planning process, Julia works closely with her clients to identify their priorities. From there, she educates her clients on various aspects of property ownership, taxation, and estate and trust planning, enabling them to make an educated choice for their future. Julia also recognizes the value in collaborating with a client’s team – whether their accountant, financial advisor, children, preferred charitable organization or business partner – to ensure the best results. This combined approach allows Julia to create a comprehensive estate plan that meets her clients’ needs and desires.
Julia started her legal career in York County as an intern for the Prothonotary’s office during college. She then gained experiencing working as a law clerk throughout the York and Harrisburg areas. After that, Julia served as a law clerk for the Honorable James M. Blaney of the Superior Court in Ocean County, New Jersey, before returning to York County to practice as an attorney in a small general practice law firm. More recently, Julia served as counsel for a firm in Dauphin County working in estate planning and trust and estate administration.
Outside of the firm, Julia enjoys spending time with her husband and three children. She and her family are active members of Saint Leo the Great Catholic Church in Lancaster.
- Estate Planning Council of Central PA, Member
- York County Estate Planning Council, Member
- Pennsylvania Society of Tax & Accounting Professionals, South Central Chapter, “Estates, Trusts, and Planning for Tomorrow; Assisting Your Clients to Assess Need and Prepare an Effective Estate Plan” (November 2022, September 2023)
- Dauphin County Bar Association
- York County Bar Association
- Pennsylvania Bar Association