Julie M. Dewberry

PRACTICE OVERVIEW 

My practice focuses on gift and estate tax planning, estate and trust administration, and advising individuals and families to achieve their tax and non-tax goals. 

Prior to creating Mirrberry Law, I practiced in the Trusts & Estates, International Private Client, and Nonprofit Departments of Withers Bergman LLP and Higgs Fletcher & Mack LLP. I hail from Virginia with strong roots in Washington D.C. and Florida. I have been fortunate to work with advisors throughout the United States and keep an extensive network of contacts for the benefit of my clients.

WHY I CREATED MIRRBERRY LAW PC

My goal is to understand my clients’ values and long-term objectives and mirror the same back in the most tax-efficient manner to provide peace of mind. Some of my clients are just starting their estate planning and need to ensure their young children are cared for upon their deaths. Many of my clients are embarking on the biggest decisions in their lives, from the succession of closely held businesses to the transfer of significant wealth. I am dedicated to providing my clients with the highest level of service and wanted to create a firm that prioritizes personalized attention, clear communication, and steadfast advocacy.


EDUCATION 

  • J.D., George Mason University School of Law (Tax Law Concentration) (2012)

  • B.A., The College of William and Mary (Cum Laude) (2009)

  • Visiting Student, University of Oxford, Hertford College (2008)

ADMISSIONS 

  • State of Virginia

  • State of California 

AFFILIATIONS

  • State Bar of Virginia

  • State Bar of California, Trusts & Estates Section and Taxation Section

  • Rady Children’s Hospital Foundation Estates and Trusts Council

  • San Diego County Bar Association, Estate Planning, Trust & Probate Section

  • Korean American Bar Association of San Diego

  • North County Estate Planning Council

  • American Bar Association, Section of Taxation, Estate & Gift Taxes 

  • Lawyers Club of San Diego 

PRESENTATIONS AND PUBLICATIONS 

  • Affirmative Grantor Trust Drafting Opportunities under IRC Sections 675-677, American Bar Association Section of Real Property, Trust and Estate Law,  March 11, 2025 (Presenter)

  • Estate and Gift Tax Caselaw Updates including Connelly v. United States and Loper Bright Enterprises v. Raimondo, American Bar Association Tax Section Meeting, September 26, 2024 (Presenter)

  • Tall Poppy Syndrome: Overcoming Being Cut Down, Lawyers Club of San Diego, May 20, 2024 (Speaker)

  • Current Developments in Estate, Gift, and Fiduciary Income Tax Laws, American Bar Association Tax Section Meeting, May 3, 2024 (Presenter)

  • Caselaw Updates including IRC Section 408(d) and 2703(b) in Federal Estate, Gift and Fiduciary Income Tax Laws, American Bar Association Tax Section Meeting, January 19, 2024 (Presenter)

  • Current Developments including adequate disclosure and IRC Section 170(f) in Federal Estate, Gift and Fiduciary Income Tax Laws, American Bar Association Tax Section Meeting, October 19, 2023 (Presenter)

  • Recent Developments in Federal Estate, Gift and Generation-skipping Transfer Tax Laws, American Bar Association Tax Section Meeting, October 14, 2022 (Fiduciary Income Tax Section Presenter)

  • Internal Revenue Code Section 677 — The Ghost That Haunts the Divorced Grantor, American Bar Association Tax Section Meeting, September 23, 2021 (Fiduciary Income Tax Section Presenter and Panelist)

  • Ruling Provides Guidance on Grantor Retained Annuity Trusts, Daily Journal, May 19, 2020 (Co-Author)

  • Digital Assets in Probate, National Business Institute, January 27, 2020 (Presenter)

  • Incapacity and End-of-Life Decisions, National Business Institute, August 14, 2019 (Presenter)

  • California’s New Decanting Act, CalCPA, North County Inland Discussion Group, July 24, 2019 (Guest Speaker)

  • The Difference Between a Trust and a Will, Real Talk San Diego, May 10, 2017 (Guest Host)

AWARDS & HONORS

  • Best Lawyers in America© "Ones to Watch" (2022-2024)

  • Super Lawyers® Rising Stars for California (2021-2024)