Julie King

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training.

Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired lawyers throughout the world. She has been a "client", so she understands clients' needs in a way many lawyers do not. Contact Julie today and see the difference!

Call or email today for a FREE initial consultation! (831) 275-1002 Julie@PierceKingLaw.com

• Form Corporations, LLCs and Partnerships
• Business Transactions & Contracts
• Trusts, Wills, Powers of Attorney, Health Care Directives
• Real Estate Grant Deeds and Related Documentation

• Free Consultation
• Credit Cards Accepted
• Rates, Retainers and Additional Information
  Pierce King, P.C. bills hourly or charges a flat fee, depending on the type of matter.

California

Since 1987

Founding Attorney

Pierce King, P.C., a Professional Law Corporation

2012 - Current

BUSINESS LAW - Negotiating and drafting a variety of complex business contracts, including an international Private Cloud Infrastructure and Management Services Agreement and a Funding Agreement involving the Bill and Melinda Gates Foundation. - Forming C and S Corporations, LLCs and Partnerships, and drafting documents related thereto, such as Buy-Sell and Operating Agreements, Bylaws, Annual Meeting Minutes and Board Resolutions. ESTATE PLANNING - Drafting a variety of wills and trusts (including Revocable Living Trusts, Special Needs Trusts and Pet Trusts), Health Care Directives and Durable Powers of Attorney, as well as Grant Deeds and other documentation relating to funding trusts. - Counseling clients in Trust Administration matters - Preparing, filing and representing clients in Probate actions

Director, Contracts and Intellectual Property

CTB/McGraw-Hill LLC

2007 - 2012

Assistant General Counsel

Toshiba America

1991 - 2006

Julie was an in-house counsel for Toshiba for 15 years and handled a wide variety of matters for the corporation. She helped the Human Resources Dept. with employment matters and policy drafting, the Sales Dept. with contracts, the Finance Dept. with guaranties, and anyone else in the company who needed assistance in any area of law. She would be honored to do the same for you. Call today!

Univ of California at Los Angeles

Undergraduate Degree

Loyola Law School

Law Degree

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2024

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2023

BEST LAW FIRM IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2023

Volunteer of the Year

Monterey Peninsula Chamber of Commerce

2023

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2021

IMPOWER (Businesswomen inspiring each other and helping our community)

Vice President of the Board of Directors

2021 - Current

Monterey Peninsula Chamber of Commerce

Ambassador

2014 - Current

Monterey County Bar Association

Member

2007 - Current

California State Bar  # 132813

Member

1987 - Current

Central Coast Human Resources Association

Member of the Board of Directors

2019 - 2022

License to Practice Law

California Bar Association

Q. When filling out reassessment exclusion for parent/ child who would the seller/transferor be?

April 4, 2024

A: Two things: (1) Proposition 19 completely changed the property tax laws so the overwhelming majority of real estate in California will be reassessed to current value -- meaning property taxes will go up substantially in many cases -- so it isn't automatically true that the parent-child exclusion applies to all transfers of property between a parent and a child. (2) The answer to your question depends on how the property was titled BEFORE the parent passed away. County Recorders and Assessors are very picky about how title needs to be transferred and a new deed must exactly match the most recently-recorded deed. If there's a typo in the most recently-recorded deed, that typo MUST be in the next deed recorded. If the property was not in the parents' trust or joint tenancy on the date of death, you will need to file a Petition in the Probate Court in order to transfer it. The process is a bit more complicated than it initially appears. Sorry about that! [Don't shoot the messenger!] : ) ... Read More

Q. Where can I find HUD approved language for a Living Trust to protect the lender and the HUD insured Reverse Mortgage?

March 29, 2024

A: Please allow me to address your comment that you want to draft your own trust. I regularly tell clients that there are several legal documents that a template would work for, assuming the template is based on the correct state's law. But estate planning is unfortunately not one of those areas of law and trusts are not documents a lay person should attempt. I do not say that to just get someone's business or as a sales pitch. It is the truth. The test I always give people to see if they MIGHT be OK drafting their own trust is whether or not they can tell me the legal meaning of the word "issue". If they can't do that, I bet their plans will not be honored because they will use the wrong words. The problem with estate planning is that one wrong word can completely derail the plan. There are many plain English words like issue that have legal meanings different from the dictionary meaning, so it is very easy to screw up the drafting. You might think your document says one thing but, legally, it means something completely different. And I can guarantee you that judges will use the legal meaning of a document rather than guess what a deceased person MIGHT HAVE wanted. So, please have a lawyer in your area prepare your trust. For your sake.

All that having been said, here is a link to the HUD manual: www.google.com/url?sa=i&url=https%3A%2F%2Fwww.hud.gov%2Fsites%2Fdocuments%2F42351HBHSGH.DOC&psig=AOvVaw20HMneTDlcZ2H5Xrw8DlvG&ust=1711842223236000&source=images&cd=vfe&opi=89978449&ved=0CAUQn5wMahcKEwjYzOCx05qFAxUAAAAAHQAAAAAQBA ... Read More

Q. My parents had an ANB trust. My father never started to be trust when my mom passed away.

February 10, 2024

A: The accounting would normally start with the value of all assets that existed on the day your mother died. But, if there are no step-siblings (children from other marriages or relationships) then, in many cases, all of the children can agree in writing to avoid the forensic accounting and split the assets the way a trust or will says it should be split. If your parents left assets valued at $184,500+ and neither parent left a trust, you may have to go through a court process called probate before any bank will release funds to anyone. Banks insist on seeing a trust, will, affidavit or even a court order before releasing funds to any random relative who gets to the bank first. I hope this he lps! ... Read More