Julie A. Jones

Founding partner Julie A. Jones brings nearly four decades of experience in probate, trusts, estate planning, and estate and gift taxation to her practice. Since 1996, she has been a Certified Specialist in Estate Planning, Probate, and Trust Law by the State Bar of California Board of Legal Specialization.

An award-winning attorney, Julie has successfully handled hundreds of estate planning, court-supervised probate, trust, conservatorship, and guardianship matters.

Although semi-retired, she continues to serve long-term clients, providing customized strategies and compassionate guidance to help them navigate complex legal challenges.

Areas of Practice

• Estate Planning
• Trust Administration
• Estate and Gift Taxation

Admitted

• State Bar of California, December 1985
• U.S. District Court, Southern District of California, December 1985

Education

• University of San Diego School of Law — Juris Doctor, May 1985
  • Magna Cum Laude
  • San Diego Law Review — Executive Comments Editor (1984–1985)
  • Student Instructor of Law — Torts, Property
  • American Jurisprudence Awards in Property, Torts, Constitutional Law, and Bankruptcy
  • Corpus Juris Secundum Award for Legal Scholarship
  • Phi Alpha Delta
• Shippensburg University — Bachelor of Arts, May 1974
  • Social Welfare Major, Emphasis on Gerontology
  • Highest Honors
  • Kappa Delta Pi Honorary Scholastic Fraternity

Memberships

• California Lawyers Association — Estate Planning, Trust and Probate Law Section
• San Diego County Bar Association
  • Estate Planning, Trust and Probate Law Section
    • Co-Chairperson (1993–1994)
    • Alternate Dispute Resolution Committee (1994)
  • Elder Law Section
• Probate Attorneys of San Diego
• Estate Planning Council of San Diego
• La Jolla Estate Planning, Trust and Probate Law Section (1987–2013)

Presentations, Publications, and Lectures

• Lecturer, California Continuing Education of the Bar — Fundamentals of Estate Administration (1995)
• Lecturer — Fundamentals of Postmortem Trust Administration (1999, 2000)

Certifications

• Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization (1996–Present)
• Mediator Certificate, San Diego Mediation Center (2002)

Awards

• AV Preeminent Rating, Martindale-Hubbell (over 30 years)
• San Diego Super Lawyers: Estate Planning & Probate (2009–2026)
• San Diego Magazine Top Attorney
• San Diego Business Journal — Women Who Mean Business, Finalist (1995)