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Wills, Trust & Probate

Julie Burgess

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Julie Burgess

About Julie

Julie qualified in 2004 and joined Gorvins in 2018 as a Senior Associate in the Wills, Trusts and Probate team. Julie is a member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly (SFE). Julie specialises in high value complex estate administrations involving trusts and offshore assets. Julie also advises clients in relation to Wills, estate and inheritance tax planning and Lasting Powers of Attorney.

Areas of Expertise

  • Administration of complex estates involving trusts and offshore assets
  • Will Preparation
  • Trusts
  • Lasting Powers of Attorney & Court of Protection
  • Inheritance Tax Planning (including lifetime planning)
  • Estate Planning for Business Owners
  • Succession Planning for Families with Disabled Children

TESTIMONIALS

What Julie's clients say...

"We cannot thank Julie enough for her time and patience in dealing with the power of attorney for my sister in law. She is warm, caring and supportive through every step of the process."

Mr & Mrs Staniford

Knutsford

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