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Attorney

Julie E. Firestone

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Biography

Julie is a partner in Brouse McDowell’s Estate Planning and Probate Administration practice group in the Cleveland office. She counsels medium to high-net worth individuals and families on a wide-range of wealth management matters, including federal wealth transfer taxation, estate and trust administration, fiduciary income taxation, estate planning and probate administration and business succession planning.

Julie has extensive experience in administering large and complex decedents’ estates and advising clients on the corresponding estate and income tax planning and compliance obligations. In addition, several years of public accounting experience complement Julie’s legal experience in wealth management.
 

  • Biography

    Julie is a partner in Brouse McDowell’s Estate Planning and Probate Administration practice group in the Cleveland office. She counsels medium to high-net worth individuals and families on a wide-range of wealth management matters, including federal wealth transfer taxation, estate and trust administration, fiduciary income taxation, estate planning and probate administration and business succession planning.

    Julie has extensive experience in administering large and complex decedents’ estates and advising clients on the corresponding estate and income tax planning and compliance obligations. In addition, several years of public accounting experience complement Julie’s legal experience in wealth management.
     

  • Professional & Civic Activities
    • Cleveland Metropolitan Bar Association - Estate Planning, Probate & Trust Law, Speaker Chair, 2015-2016, Treasurer & Secretary, 2016-2017
    • Ohio State Bar Association, Member
    • Estate Planning Council of Cleveland, Member
    • Planned Giving Network, Member
    • Brecksville - Broadview Heights Schools Foundation, Trustee
    • Christ Community Chapel of Hudson, Orchestra
  • Articles & Presentations
    • "All About Charitable Lead Twists," Leave A Legacy (March 2017)
    • "Protect Your World," Healthcare Financial Management Association, Women in Leadership (January 2017)
    • "Not Just Any Road for Planning Today's Estate," Ohio Women's Bar Association Network Newsletter (Fall 2016)
    • "Now Trending? Series LLCs Can Simplify Asset Management," Crain's Cleveland Business (November 10, 2014)
  • Representative Engagements
    • Assisted with update of LLC Operating Agreement and gift of membership units to defective grantor trust
    • Prepared and helped defend on audit several federal Estate and Graduation Skipping Transfer Tax Returns, Forms 706, for multi-million dollar estates
    • Assisted with sale of S corporation stock to defective grantor trust
    • Counseled numerous clients on strategies to transition closely held businesses to successor generations