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Julia P. Wald
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Julia P. Wald
Law Offices of Julia P. Wald
1108 Fifth Ave
Suite 202
San Rafael, CA 94901-2916
Phone: (415) 482-7555 | Fax: (415) 482-7575
http://www.waldlawyers.com/
30+ Yrs Exp Conservatorship, Probate, Trust Admin
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
I prefer to work with clients, people administering or benefiting from Estate Planning, Estates and Trusts and Conservatorship clients. We also practice in the areas of Elder Law and Elder Protection.
Sub-Categories
Taxes
- Estate Taxes & Gift Taxes
- Power of Attorney
- Property Taxes
- Tax Planning
- Charitable Giving
- Charitable Trusts
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Probate
Bar Admissions
CA, Dec 1977
Bar Number: 78476
Specialty Certifications
Certified Specialist Probate, Estate Planning & Trust Law, Certified by the State Board of Specialization.
Other Court Admissions
California, Federal and Tax
Association Memberships
S.F. Bar Association; Marin County Bar Association; State Bar of California
Continuing Education
I always exceed the required amount of continuing education hours.
Example Cases
I handle cases involving conservatorships, estate planning, trusts, and probate.
Education
Degree:
Juris Doctor
School:
University of Idaho
City:
Moscow
State:
ID
Year:
1977
Honors:
Cum Laude
Degree:
M.A.
School:
University of California
City:
Berkeley
State:
CA
Year:
1968
Focus and Accomplishments:
Philosophy
Degree:
Bachelor of Arts
School:
Wellesley College
City:
Wellesley
State:
MA
Year:
1963
Number of Attorneys
4
State Licensed In
California
Firm Focus and History
The firm's primary interest is in helping our aging population with an emphasis on preventing elder abuse. To this end, we are involved in resolving family concerns about elderly family members, which usually entails estate planning, trust creation, will drafting, the planning for termination of medical procedures, and sometimes the creation of a Conservatorship. We prepare estate planning documents for all age groups. After a death, the firm assists survivors with probate or trust administration, post-mortem tax planning and preparation of estate tax returns. We also prepare trusts for special circumstances, including life insurance trusts, special need trusts, QPRTs and individual trusts for special people and pets.
My firm has existed since 1989, growing consistently to meet our clients' growing and varying needs.
Previous Employment Summary
Four years as an associate with Heller, Ehrman, White & McAuliffe in the Probate Department.
Activities and Awards
AV-rated by Martindale-Hubbell; Pro Bono work for Legal Aid; work on committee to draft Probate Court rules in San Francisco.
What is your opinion regarding clients educating themselves on legal issues?
I encourage it. I am happy to work with clients who have written their own documents and to review these documents to assure they say what the clients intend.
Are you willing to review documents prepared by clients?
I am happy to work with clients who have written their own documents and to review the documents to assure they say what the client intends.
Are you willing to coach clients who want to represent themselves?
In most cases, it is better for a client to be represented by an attorney in a conflict situation.
Why did you decide to be a lawyer?
I was good at arguing from the age of ten. I continue to be a lawyer because the work is intellectually and emotionally satisfying.
What work experience and education helps you be a better lawyer?
Being a parent has made me a better lawyer. As a parent you have to listen carefully and then try to determine what is best for the child. I have to do the same with my clients.
Why did you decide on your primary area of practice?
I enjoy the work and find it very satisfying.
What do you like best about your career?
I like fighting for the underdog and helping those who become vulnerable and unable to care for themselves. I like reading the codes, including the Internal Revenue Code. I enjoy knowing my clients.
Tell us about your law firm:
We're the best -- three associate attorneys and two secretary/paralegals. We are all immediately responsive with valuable legal work to solve problems with respect to our clients and their needs.
What are your strengths and style?
My strength is that I genuinely care about my clients as people. Also, I have a wealth of experience and considerable intelligence so I can see the whole picture and the solution to problems. My style is to do everything I can to insure the best possible outcome for my clients.
Personal Interests:
Creating safety for vulnerable elders and mentally ill people who are not well served by the courts. Most of the problems of these populations have to do with a failure to be operating in reality and a failure in inter-personal relations. The court system is excellent for straightforward conservatorships, but is not of much help in many other situations. I try to lead my clients out of conflict and into non-court related outcomes.
Office Manager/Assistant
Anita Roussel
Fax
(415) 482-7575
Office Hours
Monday - Friday
8:30 a.m. to 5:30 p.m.
Emergency After Hours
Yes
Fixed-Price Services and Fees
Yes
Hourly Rates
$400 per hour, depending on complexity and time limits of job.
Associates $200 - $225 per hour.
Paralegals $100 per hour.
Free Initial Consultation?
There are initial telephone conversations free of charge. No legal advice is given during these talks.
Typical Retainer
$2,000
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the applicable bar associations upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.
