Estate Planning and Planned Giving with Julie Ann Sowards, Esq. & LL.M

Making estate plans, but not sure where to begin? Want to make sure your legacy continues to support the causes you cherish well into the future?

Please join us at the Triton Museum of Art on Thursday, March 6, from 6:00-7:00 p.m. for a special presentation by Estate and Tax Attorney, Julie Ann Sowards, Esq. & LL.M - Tax, Julie will be discussing the basics of Trust and Estate Planning with a focus on charitable/planned giving, as well as how to navigate tax-related issues of your charitable giving and donations.

You have been generous in supporting causes you care about. Now learn how to insure your causes continue to survive and thrive in the decades to come.

It takes a sharp mind and a meticulous spirit to make sure a living trust is perfectly tailored to each client. That’s one reason why Julie has been so successful as an Estate Planning and Trust Administration Attorney for over a decade. Her ability to see around corners, close loopholes, and implement advantageous legal estate planning and tax strategies is a hallmark of her practice.

Above all, Julie understands that a cookie-cutter approach to estate planning simply won’t work and that every living trust must meet the specific needs of the individual client. It’s that kind of scrupulous devotion and keen understanding of the Law that makes her the best at what she does.

A graduate of Lincoln Law School in San Jose, with a separate Masters of Law (LLM) in Tax Law and Taxation from the Villanova University School of Law, Julie worked as a paralegal before becoming an attorney. While at Lincoln, she was awarded the Cynthia Ware Young Scholarship, given to the student in the school of law program who shows the most character, perseverance, and compassion.

When working with people one-on-one to develop their estate plans, Julie also utilizes the skills she learned as a communications major at California State University, Long Beach, where she earned her bachelor’s degree.

In addition to her expertise in estate planning and complex trusts, Julie has extensive experience in special needs trusts, charitable remainder trusts, and irrevocable asset protection trusts. Julie is adept at handling all aspects of trust administration and often serves as a Trust Protector. She’s passionate about preparing a client’s trust and representing the trustee(s) during trust administration.

Event Venue & Nearby Stays

Triton Museum of Art, 1505 Warburton Avenue, Santa Clara, United States