Julie E. Firestone | Attorney | Brouse McDowell | Ohio Law Firm
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Julie E. Firestone

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Biography

Julie is an attorney 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 an attorney 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, Vice President, 2018
    • Ohio State Bar Association, Member
    • Estate Planning Council of Cleveland, Member
    • Planned Giving Network, Member
    • Brecksville - Broadview Heights Schools Foundation, Trustee, 2011-present; Grant Committee Chair, 2012-2015; Vice President, 2016-2017; President, 2017-present
    • Christ Community Chapel of Hudson, Orchestra
  • Articles & Presentations
    • “Webinar Series – Part Six: Estate Planning for Special Circumstances,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (June 23, 2020)
    • “Webinar Series – Part Five: Estate Planning Tools To Protect You and Your Spouse,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (June 16, 2020)
    • “Webinar Series – Part Four: Facts You Need To Know About Your Estate Plan and Taxes,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (June 9, 2020)
    • “Webinar Series – Part Three: Wills and Trusts - The Basics,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (May 5, 2020)
    • “Webinar Series – Part Two: Why I Should Have An Estate Plan,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (April 28, 2020)
    • “Webinar Series – Part One: What You Need To Know About Powers of Attorney,” Co-speaker with Lori R. Kilpeck, Brouse McDowell Webinar (April 21, 2020)
    • “Why You Need an Estate Plan,” Co-Author Lori R. Kilpeck, Trusts & Estates, Brouse McDowell Blog  (April 9, 2020)
    • “Ohio Law Compliance - Signing Documents in the Midst of the Current Pandemic,” Co-Authors Lori R. Kilpeck and Richard H. Harris, Estate, Succession Planning & Probate Administration, Brouse McDowell Client Alert (March 24, 2020)
    • “The Six Major Provisions of the SECURE Act,” Co-Author Lori R. Kilpeck, Trusts & Estates, Brouse McDowell Blog (March 18, 2020)
    • “5 Reasons You Need a Buy-Sell Agreement Today,” Co-Author Elizabeth G. Yeargin, Business, Brouse McDowell Blog (February 13, 2020)
    • "2017 Tax Act: What You Need to Know and Do," Speaker, Brouse McDowell Seminar, Akron, Ohio (June 21, 2018), Youngstown, Ohio (June 26, 2018)
    • "All About Charitable Lead Trusts," Leave A Legacy (March 2017, February 2018)
    • "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 audits on 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
  • Distinctions
    • Certified Public Accountant, Inactive
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