Overview
Julie Frey is a shareholder and chair of the Private Wealth Services group. She is board certified by The Florida Bar in Wills, Trusts, and Estates. Her principal areas of practice are estate planning, probate, trust administration, guardianship, and elder law.
Julie counsels a broad range of clients, including professional athletes, high net worth clients with needs for sophisticated estate planning techniques, physicians, and clients who have specific needs with respect to asset protection and business succession matters. She works closely with clients to understand their goals and help them plan how to minimize or avoid wealth transfer taxes.
When working with clients, Julie helps her clients plan to minimize or avoid whether transfer taxes are consistent with the clients goals. Techniques that Julie frequently employs include wills, revocable and irrevocable trusts, family limited partnerships, limited liability companies, grantor retained annuity trusts (GRATs), sales to intentionally defective trusts, charitable trusts, charitable foundations, lifetime gift planning and generation-skipping transfer tax planning.
Julie often 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 proceeding. She also represents parties with respect to trust construction matters and will contests with the firm’s litigation group.
News & Insights
News
Recognition
Recognition
- Martindale-Hubbell AV Preeminent Peer Review Rated
- Best Lawyer in America for Trust & Estates Law, The American Lawyer
- The Best Lawyers in America guide, Trusts and Estates, 2005-2024
- Florida Super Lawyers, 2006-2023
- Awesome Attorneys, Orlando Family Magazine, 2023
- The Best Lawyers in America guide, Orlando Trusts and Estates Lawyer of the Year, 2013
- Top 50 Female Attorneys, Super Lawyers, 2006, 2014
- Florida Legal Elite, Florida Trend, 2006-2009
- Florida's Top Lawyers, Florida Monthly Magazine, 2006
- Central Florida Women of the Year, Women's Executive Council, 2005
- Outstanding Women of Orlando Award, PACE Center for Girls, 2000
- "40 under 40" Award, Orlando Business Journal
Community & Civic
Community Activities
- The Lou Frey Institute on Government and Politics at the University of Central Florida, Board, 2003-present; Chair
- Rollins Museum of Art, Board of Visitors
- Florida Executive Women
- Central Florida Estate Planning Council
- WMFE Board of Trustees, Past Chair
- American Red Cross Central Florida, Past Chair
- St. John Lutheran Church
Professional Certifications & Memberships
- The Florida Bar, Board of Governors, Ninth Judicial Circuit Representative
- The Florida Bar Board Certified: Wills, Trusts and Estates - 1996-present
- Orange County Bar Association, Past President
- Central Florida Association for Women Lawyers, Past President
- The Florida Bar, Probate Rules Committee
- American Bar Association
- National Association for Elder Law Attorneys
Practices & Industries
Admissions
- Florida
- District of Columbia
- U.S. Supreme Court
Education
- University of Florida Levin College of Law, J.D., 1982
- Duke University, A.B., 1979; English