Summary
Julia advises high-net-worth individuals and family offices on sophisticated estate and tax planning strategies. Her practice includes core estate planning, sophisticated wealth transfer strategic planning, and the preparation, review and filing of complex tax returns. Julia also helps deliver tailored, forward-thinking solutions for clients with multifaceted financial and legacy goals.
Julia’s practice is grounded in both technical excellence and authentic, client-centered service. She is drawn to this area of law because of its ever-evolving nature — shaped by changes in legislation and administration — and the deeply personal impact it has on her clients’ lives. Whether she’s advising on sophisticated strategies for generational wealth transfer or helping someone navigate core life decisions, Julia brings empathy, clarity, and warmth to every conversation.
Prior Prior to Taft, Julia held several senior roles focused on tax strategy and estate planning. Most recently, she served as Senior Counsel for a mid-size regional law firm where she led complex technical reviews of tax filings, conducted in-depth research on federal, state and local income tax issues, and authored formal memoranda on a range of technical tax matters. She provided strategic tax consulting and planning services with a focus on wealth transfer, trust taxation, gift planning and tax controversy. Throughout her career Julia has been a leader in developing and executing formal and informal trainings for broad audiences.
All Service Areas
All Practices
Education
- Michigan State University College of Law (2012)
International Law Review
- Michigan State University (2009)
B.A. – Business Administration
Admissions
- State - Michigan
Professional Affiliations
- State Bar of Michigan
Member