Practice Areas

Bar Admissions

North Carolina

Virginia

Education

University of Virginia, J.D., 1987

College of William and Mary, B.A., 1984, Phi Beta Kappa

Profile

Julie Griggs advises clients regarding family-owned business interests, including ownership succession issues, as well as the use of family limited partnerships, limited liability companies, trusts and other techniques to transfer wealth at reduced transfer tax costs.

She also provides estate planning and related tax counsel to specialized clients such as business executives and professionals in the fields of medicine, law, and sports and entertainment.

Julie serves as a consultant to other law firms on substantive estate planning issues, complex estate administration and probate issues, and related tax matters. Her experience includes counsel in connection with successful resolutions of audits of gift and estate tax returns involving complex transfers and unique assets, special counsel in trust and estate litigation, and the formation and operation of charities, including private foundations.

Honors & Awards

Experience

Experience

  • Prepares United States Estate (and Generation-Skipping Transfer) Tax Returns.

  • Prepares United States Gift (and Generation-Skipping Transfer) Tax Returns.

  • Prepares U.S. Income Tax Returns for Estates and Trusts.

  • Represents trust beneficiaries in obtaining judicial modification and nonjudicial consent modification of irrevocable trusts.

  • Represents trustees in modification of irrevocable trusts via statutory decanting power.

  • Drafts comprehensive estate plans, including wills, revocable trusts, financial powers of attorney and health care powers of attorney.

  • Drafts irrevocable trusts, including life insurance trusts, grantor retained annuity trusts and qualified domestic trusts.

  • Assists clients with formation and governance of private foundations.

  • Analyzes beneficiary designation and tax issues associated with retirement benefits and life insurance policies.

News & Events

News

Affiliations

Professional Affiliations

  • North Carolina Bar Association, Estate Planning and Fiduciary Law Section, Chair, 1999-2000

Community Affiliations

  • YWCA Central Carolinas, Board of Directors, 2008-14
  • Foundation for the Carolinas, Women's Impact Fund, 2006-present
  • The Junior League of Charlotte, Inc., Sustaining Member
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