About Julia E. Burt

Combining her CPA and law degree, Julia’s practice is principally devoted to Probate, Estate and Trust law. Her boutique firm emphasizes a hands on approach, and assists clients with the planning and the subsequent administration of estates and trusts. Julia is a Certified Estate Planning, Trust & Probate Law Specialist.

Non-Legal Activities

Julia is active in the Coachella Valley. She is Vice President of the Desert Cancer Foundation, having served as its President. She is a Professor of Wills at Desert Trial Academy College of Law located in Indio, California. Julia has been named a Top Lawyer by Palm Springs Life Magazine every year since 2011. Shas been awarded the Martindale Hubbell AV Preeminent Peer Rating. She is past President of the Tahoe Truckee Bar Association. Julia and her husband live in Palm Desert and enjoy golf, tennis and walking their dogs, Grace and Crosby.

Professional & Bar Association Memberships

State Bar of California

Desert Bar Association

American Bar Association

California Society of CPAs

American Institute of CPAs

 

Awards

Reviews for Julia E. Burt

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Communication
4.0
Quality of Service
4.0
Responsiveness
4.0
Value for Money
4.0
Estate Planning
Posted by anonymous
December 04, 2020
Hired Attorney

A banker friend recommended Julia in 2012 when my parents needed help correcting errors in their estate plan caused by an estate planner at a “free lunch.” She was great about explaining everything and came to their house to finalize documents as my mother was housebound. Over the years she has been there to help us through property sales, trust restatements, legal agreements, tax issues, and finally to help me, as trustee, settle my parents’ estate in a timely manner. It was wonderful to know she was always there for answers, advice and support. I don’t live in California so I must try to find a Julia to do for my children what she did for us. Somehow I think hers will be an impossible act to follow! I highly recommend Julia Burt!

 
Estate Planning
Posted by anonymous
July 18, 2019
Hired Attorney

In my career as a court reporter for 42 years, including 25 years of civil cases in Superior Court, I met hundreds of lawyers in all areas of the law with varying levels of legal skill. For my family’s estate planning, I hired Julia Burt, and her excellent team did a perfect job creating our family’s legal plan. This is a law firm of highly skilled, knowledgeable attorneys, and the entire staff treats me like family and understands my legal needs.

 
Wills and Probate
Posted by anonymous
May 15, 2019
Hired Attorney

I recently had an unplanned family death in California. Living in Michigan and traveling to California was very stressful. I was Blessed to find Julia E. Burt to represent my family. She was quick to respond and handled all critical matters in a professional, timely manner. Julia handled all Estate and tax concerns. Her professionalism and team worked to ease our grief and concerns. Julia E. Burt and her associates come to you with my highest recommendations. Forever Grateful, The Brown Family

 
Wills and Probate
Posted by anonymous
June 20, 2024
Hired Attorney

It was hard to know whether Julia Burt, whom we hired to represent us, was on our side or the other! She seemed to side constantly with the other attorney in the case. In the end we felt cheated of decent representation yet she certainly made sure she got paid in full. Horrid experience and was so glad when our case ended and we did not have to deal with her again. Were not satisfied at all with her performance or representing us.

 

Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Other 7
    • Probate
    • Trust Administration
    • Wills
    • Trusts
    • Pet Trusts
    • Conservatorship
    • Trust and Probate Litigation

Practice Details

  • Languages
    French
  • Payment Information
    Payment & Cost Features
    Fixed hourly rates
    Fixed fees available
    Accepted Credit Cards
    American Express
    MasterCard
    Other
    Visa
  • Video Calls
    Offers Video Calls
    Video Call Options
    Zoom
    Skype
    Google Hangouts
    Microsoft Teams
  • Firm Information
    Position
    Managing Partner
    Firm Name
    Burt + Clerc
  • Additional Links

Experience

  • Bar Admission & Memberships
    Admissions
    2000, California
    Memberships
    State Bar of California
    Desert Bar Association
    American Bar Association.
  • Education & Certifications
    Law School
    Western State University School of Law
    Class of 1999
    J.D.
    Other Education
    University of Wisconsin, Madison
    Class of 1985
    B.A.

Contact Julia E. Burt

Managing Partner at Burt + Clerc
4.8
36 reviews

74175 El PaseoPalm Desert, CA 92260U.S.A.

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Fax: (760) 340-0035
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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Julia E. Burt was admitted in 2000 to the State of California.
  • Does this attorney speak any other languages?
    Julia E. Burt speaks French.
  • How many attorneys are in this law firm?
    Burt + Clerc has 4 attorneys at this location.
  • What law school did this attorney attend?
    Julia E. Burt attended Western State University School of Law.