julia frey

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

Publications

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 guideTrusts 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

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
Jump to Page

We use cookies on our website to improve functionality and collect statistical information on our website traffic. For details on how we use cookies, please see our Privacy Policy. By using this website, you agree to our Privacy Policy and Terms of Use

Necessary Cookies

Necessary cookies enable core functionality such as security, network management, and accessibility. This type of cookie does not collect any personally identifiable information about you and does not track your browsing habits. You may disable necessary cookies by changing your browser settings, but this may affect how the website functions.

Analytical Cookies

Analytical cookies (also known as performance cookies) help us improve our website by collecting and reporting information on its usage at an aggregate level. You may disable analytical cookies by clicking on the Manage Cookies button.