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 and law.

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 serving as special counsel in connection with successful resolutions of audits of gift and estate tax returns involving complex transfers and unique assets and in other types of trust and estate litigation, and in the formation and operation of charities, including private foundations.

Honors & Awards

Experience

Experience

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

  • Creates various irrevocable trusts, such as life insurance trusts, grantor retained annuity trusts and qualified domestic trusts.

  • Represents irrevocable trust beneficiaries in obtaining judicial and nonjudicial consent modifications.

  • Assists trustees in modifying irrevocable trusts through statutory decanting powers.

  • Prepares U.S. Estate Tax Returns and Gift Tax Returns, including Generation-Skipping Transfer Tax Returns, and U.S. Income Tax Returns for Estates and Trusts.

  • Analyzes beneficiary designations and tax implications related to retirement benefits and life insurance policies.

  • Advises clients on the formation and governance of private foundations.

News & Events

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, 2006-23
  • The Junior League of Charlotte, Inc., Sustaining Member
Main Menu

Robinson, Bradshaw & Hinson, P.A. Cookie Preference Center

Your Privacy

When you visit our website, we use cookies on your browser to collect information. The information collected might relate to you, your preferences, or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. For more information about how we use Cookies, please see our Privacy Policy.

Strictly Necessary Cookies

Always Active

Necessary cookies enable core functionality such as security, network management, and accessibility. These cookies may only be disabled by changing your browser settings, but this may affect how the website functions.

Functional Cookies

Always Active

Some functions of the site require remembering user choices, for example your cookie preference, or keyword search highlighting. These do not store any personal information.

Form Submissions

Always Active

When submitting your data, for example on a contact form or event registration, a cookie might be used to monitor the state of your submission across pages.

Performance Cookies

Performance cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.

Powered by Firmseek