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Julie King

Julie King

Estate Planning | Business Law
  • Business Law, Estate Planning
  • California
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Biography

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

Practice Areas
Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Estate Planning
Health Care Directives, Trusts, Wills
Additional Practice Areas
  • Form Corporations, LLCs and Partnerships
  • Business Transactions & Contracts
  • Trusts, Wills, Powers of Attorney, Health Care Directives
  • Real Estate Grant Deeds and Related Documentation
Fees
  • 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.
Jurisdictions Admitted to Practice
California
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Languages
  • English: Spoken, Written
Professional Experience
Founding Attorney
Pierce King, P.C., a Professional Law Corporation
- 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
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Assistant General Counsel
Toshiba America
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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!
Education
Univ of California at Los Angeles
Undergraduate Degree
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Loyola Law School
Law Degree
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Awards
BEST LAWYER IN MONTEREY COUNTY
Monterey Herald Readers' Poll
BEST LAWYER IN MONTEREY COUNTY
Monterey Herald Readers' Poll
BEST LAW FIRM IN MONTEREY COUNTY
Monterey Herald Readers' Poll
Volunteer of the Year
Monterey Peninsula Chamber of Commerce
BEST LAWYER IN MONTEREY COUNTY
Monterey Herald Readers' Poll
BEST LAWYER IN MONTEREY COUNTY
Monterey Herald Readers' Poll
BEST LAWYER IN MONTEREY COUNTY
Monterey Herald Readers' Poll
Woman of Distinction in the Legal Community
Los Angeles Bar Association
Volunteer of the Month (Awarded multiple times.)
Monterey Peninsula Chamber of Commerce
Professional Associations
IMPOWER (Businesswomen inspiring each other and helping our community)
Vice President of the Board of Directors
- Current
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Monterey Peninsula Chamber of Commerce
Ambassador
- Current
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Monterey County Bar Association
Member
- Current
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California State Bar  # 132813
Member
- Current
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Central Coast Human Resources Association
Member of the Board of Directors
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Monterey County Business Council
Member of the Board of Directors
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Orange County Bar Association, Corporate Counsel Section
Co-Chair, Corporate Counsel Section
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Activities: Co-Chair, Corporate Counsel Section (multiple years)
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Certifications
License to Practice Law
California Bar Association
Websites & Blogs
Website
Pierce King Law Website
Website
AVVO - Lawyer Ratings
Legal Answers
451 Questions Answered
Q. How to remove a designated beneficiary from a bank account in California?
A: If it is your bank account and you have a trust, you can change the title of that account from your name to the name of the trust. [Check with your estate planning attorney if you don't know the proper way to title an account to place it into your trust.] If you don't have a trust, you can go to your bank and simply remove all beneficiaries' names.

If it is not your bank account, you cannot do anything without the permission of the owner.

Best wishes!
Q. How to assign my son as beneficiary of my half of a joint tenancy house in CA?
A: First, I would like to explain what the phrase “joint tenancy” means. It’s important.

When people buy real estate, they are always asked how they want to “title” the property. Few people besides real estate professionals and lawyers know how to answer that question. Unfortunately, the two or three word answer has tax and estate planning consequences that many people are unaware of.

Joint tenancy is a type of property ownership between two or more people where each own an equal share (such as two people who own property 50/50.) When one owner dies, the deceased person’s share AUTOMATICALLY transfers to the other owner(s) still living. Because property changes hands the very nanosecond an owner dies, it does not matter what a Will or Trust may say. The property has already changed hands, so there is nothing to give away. That part of a Will or Trust just becomes meaningless. The last owner alive always gets 100% of the property.

If one of two owners of property in joint tenancy wants to give away their half of property, the first thing they need to do is change title from joint tenancy to a different type of ownership to avoid having their share of the property go to the wrong person. There are different ways of accomplishing that objective, so it's best to have an estate planning attorney hear your specific goals and explain the best way forward in your specific situation. Best wishes!
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Q. How can I access information about my mother's trust if my brother blocks communication?
A: Successor Trustees should send a Notification by Trustee telling all immediate family and all beneficiaries that they have a right to receive a copy of the trust. If the Successor Trustee refuses to give someone a copy of the trust, it would be a good idea to demand a copy of the trust in writing. If that doesn't work, it's likely that a lawyer would have to send a demand letter quoting the law covering Notifications by Trustee. Worst case scenario, a Petition can be filed in Court and a judge can force the Successor Trustee to give a copy of the trust. But I hope it doesn't get to that level. Best wishes!
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Contact & Map
Monterey, CA
2100 Garden Road, Suite I
[in Building B]
Monterey, CA 93940
US
Telephone: (831) 275-1002
Fax: (831) 222-3042
Monday: 9 AM - 6 PM
Tuesday: 9 AM - 6 PM
Wednesday: 9 AM - 6 PM (Today)
Thursday: 9 AM - 6 PM
Friday: 9 AM - 5 PM
Saturday: Closed
Sunday: Closed
Notice: Meetings available after hours and on Saturdays by appointment. Meetings are in person (wearing masks, socially distanced, etc.); via Zoom, Skype or FaceTime; or conference call. Contact us today to set an appointment for a FREE initial consultation!