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Julia L. Frey

Partner

Practice Areas

• Estate Planning
• Probate, Guardianship and Trust Administration
• Federal Tax

Specialty Practices/ Industries

Trusts and Estates; Family Wealth, Preservation and Business Succession Planning

Professional Certifications: Board Certified: Wills, Trusts and Estates

Education

• University of Florida College of Law, J.D., 1982
• Duke University, A.B., 1979

Admitted

• The Florida Bar - 1982
• The District of Columbia Bar - 1983
• U.S. District Court of the District of Columbia
• U.S. District Court, Middle District of Florida
• U.S. Court of Appeals, District of Columbia and Eleventh Circuit

Recognition

• Martindale-Hubbell Rating: AV
• Selected as Top 50 Female Attorney by Super Lawyers 2006
• Featured as a "Best Lawyer in America for Trust & Estates Law," in The American Lawyer
• Selected for inclusion in 2006-2008 Florida Super Lawyers
• Listed in Best Lawyers in America 2005-2008
• "Orlando's Best Lawyers" Orlando Magazine 2006-2008
• "Florida's Top Lawyers" Florida Monthly Magazine 2006
• "Florida Legal Elite" Florida Trend Magazine 2006
• Listed in the Legal Section of the Continental Who's Who Registry of National Business Leaders
• Listed in the 2006-2007 Madison Who's Who of Executive and Professionals
• "2005 Central Florida Women of the Year" Women's Executive Council
• Outstanding Women of Orlando Award, PACE Center for Girls, 2000
• "40 under 40" Award from the Orlando Business Journal

Professional Certification, Memberships and Activities

Professional Associations
Orange County Bar Association, Past President
Central Florida Association for Women Lawyers, Past President
The Florida Bar, Probate Rules Committee, Orlando Subcommittee, Trust Law Subcommittee
American Bar Association
National Association for Elder Law Attorneys
International Trademark Association
Professional Certifications
Board Certified: Wills, Trusts and Estates - 1996

Community Activities

7th Congressional District Service Academy Advisory Board, Member
The Lou Frey Institute on Government and Politics at the University of Central Florida, Board 2003-present
WMFE Endowment Committee, Chair
American Red Cross, Central Florida Chapter, Planned Giving Committee, Chair
Lighthouse Central Florida, Planning Giving Committee, Chair
Central Florida Estate Planning Council
Duke University, Alumni Club of Central Florida
Orlando Regional Healthcare Foundation Gift & Estate Planning Advisory Council
Women's Executive Council

Publications and Lectures

"A to Z of Estate Planning"
"Advanced Estate Planning"
"Asset Protection and Estate Planning"
"Buying and Selling a Business While Staying Out of Trouble"
"Charitable Gift Planning" ABA, Section of Intellectual Property Law
"Elder Law Issues: Advanced Directives, Wills and Trust"
"Estate Planning Opportunities and Issues"
"Is the Right of Publicity Dead?" American Bar Association
"Legal Issues of Growing Older"
"Second Marriages: Planning Challenges and Opportunities"
"Special Needs Trusts"
"The Sandwich Generation"
"Trust Law Issues"
Estate Planning Programs at the fifth annual Speaking of Women's Health Conference
"Plan or Give Your Money to Uncle Sam"
Panel Moderator, "The Road to Partnership," Central Florida Association for Women Lawyers
"Basic Principles of Estate Planning," Florida Assn' of Hospital Administrators Annual Luncheon
"How to Protect Aging Loved Ones and Other Vulnerable Adults"

Representative Client Experience

More than 25 years experience representing individuals in wealth transfer planning, business succession planning, estate planning, gift tax planning and estate and trust administration.