Julia L. Frey

Julie Frey is a Shareholder and Chair of the Private Wealth Services group. She is board certified by The Florida Bar. Her principal areas of practice are estate planning, probate, trust administration, guardianship, elder law and federal tax. Julie counsels a broad range of clients, including high net worth clients with needs for sophisticated estate planning techniques, physicians and others who have specific needs with respect to asset protection, couples who are in second marriages, domestic partners, “sandwich generation” individuals who have planning concerns for their parents, their children and themselves, and individuals with a net worth that may not be subject to estate tax but who have planning needs and concerns for children, special needs trusts and other important issues. Julie works with individuals and families to plan family wealth transfers consistent with the family's goals and with federal estate, gift and generation-skipping transfer tax planning. Techniques include wills, trusts, family limited partnerships, limited liability companies, grantor retained annuity trusts (GRATs), sales to intentionally defective trusts, charitable trusts, charitable foundations, marital deduction planning and generation-skipping transfer tax planning. Since the nature of the estate and gift transfer tax system encourages gifts, Julie prepares a variety of irrevocable trusts that can serve as vehicles for making lifetime gifts to family members, thereby reducing the effective rate of transfer tax. Julie prepares federal estate and gift tax returns. She represents trustees and personal representatives in their administration of trusts and estates. At other times, she assists beneficiaries with the enforcement of their rights in an estate and/or trust. Julie also represents parties with respect to trust construction matters and will contests with the firm’s litigation group.

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 2006-2017 Florida Super Lawyers
  • Listed in Best Lawyers in America 2005-2018
  • "Florida's Top Lawyers" Florida Monthly Magazine 2006
  • "Florida Legal Elite" Florida Trend Magazine 2006-2009
  • 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

Community Activities

  • The Florida Bar Board of Governors
  • The Lou Frey Institute on Government and Politics at the University of Central Florida, Board 2003-present, Vice-Chair
  • WMFE Board of Trustees, Immediate Past Chair
  • American Red Cross Central Florida, Vice Chair
  • Central Florida Estate Planning Council
  • Duke University, Admissions Committee
  • Florida Executive Women
  • St. John Lutheran Church

Professional Certifications, Memberships and Activities

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