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ATTORNEYS

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Julie R. Frey

Of Counsel

Estate Planning, Tax & Probate, Tax Exempt/Non-Profit Organizations

Direct Phone: 512.480.5776

Direct Fax: 512.480.5876

Email:

Julie Frey is a member of the firm's Estate Planning, Tax and Probate practice group, where she represents a wide spectrum of clients, ranging from individuals interested in estate planning and asset protection to small businesses seeking guidance on business succession planning. She is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Julie's past experience as a corporate and securities lawyer also allows her to offer her clients advice on a multitude of business-related issues.

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PROFESSIONAL QUALIFICATIONS

Admitted to bar, 1995, Texas.

Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Education: College of William & Mary (B.A., 1990); College of William & Mary, Marshall-Wythe School of Law (J.D., 1994). Order of the Coif. Member, William and Mary Law Review, 1992-1994, Board of Editors, 1993-1994. Law Clerk to the Honorable Rebecca Beach Smith, U.S. District Court, Eastern District of Virginia, 1994-1995. Briefing Attorney to the Honorable John Cornyn, Justice of the Texas Supreme Court, 1995-1996.

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REPRESENTATIVE EXPERIENCE

  • Represents individuals in preparation of wills, trusts and other estate planning documents, and provides advice related to estate taxation.
  • Assists clients in establishing, funding and implementing family limited partnerships.
  • Implement gifting plans.
  • Advises clients on disposition of assets involving life insurance and employee benefits.
  • Represents executors and administrators in probate matters and estate administration.
  • Represents non-profit corporations in connection with general corporate governance and achieving and maintaining tax-exempt status.
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PROFESSIONAL AFFILIATIONS

  • Austin Bar Association
  • American Bar Association
  • State Bar of Texas
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AWARDS AND HONORS

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COMMUNITY

  • The Austin Project, Board of Directors
  • The Catholic Foundation – Diocese of Austin, Board of Directors
  • Volunteer Legal Services, volunteer lawyer
  • Meals on Wheels, volunteer driver
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