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Julia Burt

Julia Burt

Burt + Clerc
  • Business Law, Estate Planning, Probate
  • California
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Biography

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.

Practice Areas
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
Additional Practice Areas
  • Conservatorship
  • Guardianship
  • Pet Trusts
  • Trust Administration
  • Wills
Jurisdictions Admitted to Practice
California
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Languages
  • English
Professional Experience
Burt + Clerc
Current
Education
Western State College of Law at Argosy University
J.D. (1999)
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University of Wisconsin - Madison
B.A. (1985)
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Awards
Top Lawyer
Palm Springs Life Magazine
2011-present
AV Preeminent (Highest) Rating
Martindale-Hubbell
Professional Associations
California State Bar  # 207585
Member
Current
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California Society of CPAs
Member
Current
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American Institute of CPAs
Member
Current
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Desert Bar Association
Member
Current
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American Bar Association
Member
Current
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Certifications
Certified Estate Planning, Trust & Probate Law Specialist
California Board of Legal Specialization
Websites & Blogs
Website
Julia Burt's Website Profile
Website
Burt + Clerc Website
Blog
Palm Springs Estate Planning Lawyer Blog
Contact & Map
Burt + Clerc
Palm Desert
74-175 El Paseo
Palm Desert, CA 92260
Telephone: (760) 340-0034
Fax: (760) 340-0035