Julie A. Jones, Managing Partner
Areas of Practice
Estate Planning, Trust Administration, Probate, Estate and Gift Taxation
1985, California and U.S. District Court, Southern District of California
State Bar of California (Member, Estate Planning, Trust and Probate Law Section); San Diego County Bar Association (Estate Planning, Trust and Probate Law Section; Co-Chairperson, 1993-1994; Elder Law Section); Estate Planning Council of San Diego, 1993 – Present
University of San Diego, J.D., Magna Cum Laude. Phi Alpha Delta. Recipient: American Jurisprudence Awards in Property, Torts, Constitutional Law and Bankruptcy; Corpus Juris Secundum Award for Legal Scholarship; Executive Comments Editor, San Diego Law Review, 1984-1985.
California Continuing Education of the Bar, Lecturer, Fundamentals of Estate Administration, 1995; Lecturer, Fundamentals of Postmortem Trust Administration, 1999, 2000.
Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization 1996 – Present; Mediator Certificate, San Diego Mediation Center, 2002.
San Diego Super Lawyers, Estate Planning & Probate, 2009 ‑present; Member, Board of Directors, Combined Health Agencies of San Diego County, 1993‑2003, Chairperson, 2000‑2002; Member, Board of Directors, The Wellness Community, San Diego, 1992‑2003; Member, United Way of San Diego County, Board of Directors 2000-2002; Member, Vista Hill Women’s Council on Mental Health; Member Scripps Health Foundation Gift Planning Advisory Board, 2013 – 2015.