Overview
Professional & Community Activity
Background & Interests
She also enjoys volunteering and giving back to the community. In the past, she has volunteered with Outdoors For All as a snowboard instructor. She has also hosted international students through Homestay.
Julie leans on her experience as a certified public accountant (CPA) to help clients articulate their wealth transfer objectives and implement plans in a manner that meets their financial, familial, and business goals in a tax-efficient manner. Julie is passionate about developing deep relationships with her clients and problem solving. With a unique ability to understand both the legal and tax implications of transactions, she takes pride in understanding each clients’ needs, and advising them to achieve their estate planning goals.
Julie advises on all aspects of estate and trust related matters, including the preparation of wills, trusts, and premarital agreements; modifying trusts through decantings and nonjudicial settlement agreements; analyzing estate, gift and generation skipping transfer tax planning strategies; charitable planning; and probate proceedings and estate administration.
As a CPA, Julie has significant work experience in tax management, tax reporting, financial business, and integration accounting. She obtained her master’s and bachelor’s degree from the University of Washington.
Education & Admissions
Julie advises on all aspects of estate and trust related matters, including the preparation of wills, trusts, and premarital agreements; modifying trusts through decantings and nonjudicial settlement agreements; analyzing estate, gift and generation skipping transfer tax planning strategies; charitable planning; and probate proceedings and estate administration.
As a CPA, Julie has significant work experience in tax management, tax reporting, financial business, and integration accounting. She obtained her master’s and bachelor’s degree from the University of Washington.
Admissions
- Washington, 2023
Education
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Seattle University School of Law, J.D., 2023, magna cum laude
- CALI Excellence for the Future Award: Legal Writing I, Real Estate Transactions, Gift and Estate Taxation, and Solo and Small Firm Business Planning
- Dean’s Diversity Scholarship Recipient; Trustee Scholarship Recipient
- Alternative Dispute Resolution Board, Vice President of Finance
- Asian Pacific Islander Law Students Association, member
- OutLaws LGBTQ+ Students Association, member
- Vietnamese-American Bar Association of Washington, Student Representative
- University of Washington, Master of Professional Accounting, 2006, magna cum laude
- University of Washington, B.A. in Business Administration and Accounting, 2005, with honors
Professional & Community Activity
- Asian Bar Association of Washington, Member
- Campaign for Equal Justice, Associates Committee Member
- Certified Public Accountant, State of Washington, 2007
- King County Bar Association, Member
- Vietnamese American Bar Association of Washington, Member
- Washington State Bar Association, Member
Background & Interests
As a native Seattleite, Julie is passionate about travel and outdoor activities. In her spare time, she enjoys snowboarding, skiing, hiking, stand up paddleboarding, playing tennis, and attending yoga, Pilates, and Barre classes.She also enjoys volunteering and giving back to the community. In the past, she has volunteered with Outdoors For All as a snowboard instructor. She has also hosted international students through Homestay.
