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

• The Best Lawyers in America, trusts and estates, 1995-2025; Charlotte Trusts and Estates Lawyer of the Year, 2015
• American College of Trust and Estate Counsel, Fellow
• North Carolina Super Lawyers, Top 50 Women North Carolina Super Lawyer, 2006-13; estate planning and probate, 2006-25
• Business North Carolina, Legal Elite, tax and estate planning, 2005-07, 2009-10, 2016
• Martindale-Hubbell, AV® Preeminent™ Peer Review Rated