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

  • 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-present
  • The Junior League of Charlotte, Inc., Sustaining Member
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