Minneapolis, Minnesota 55402
Julia is a partner in the Tax, Trusts and Estates group. She practices in the areas of U.S. and international estate planning and trust and estate administration.
Whether you are an individual or a family, Julia can help you achieve your planning goals while minimizing taxes and conflicts. From charitable planning and keeping a closely held business within the family to protecting assets for children or other beneficiaries, Julia has the in-depth knowledge to make the process as comfortable and understandable as possible.
International Estate Planning
If you are a United States taxpayer who lives abroad, has assets in other countries, or has a spouse who is not a citizen of the United States, Julia can help you maneuver through complications caused by multiple countries’ tax systems, tax treaty provisions and various property and inheritance laws. Julia also works with nonresident aliens who own assets in the United States or who are married to a United States citizen.
Trust and Estate Administration
Julia has considerable expertise in counseling trustees in administering trusts and personal representatives in administering estates. From gift and estate tax returns to fiduciary income tax returns Julia can assist you both in advice and preparation. In the event of valuation or other tax controversies, she will represent the estate or trust against the tax authorities to achieve the best outcome.
Other Planning Tools
Julia can help you in a variety of your other planning needs, from planning for disability by preparing health care directives, powers of attorney and revocable trusts to conservatorships and guardianships of adults and minors, education funding (including trusts and section 529 plans and retirement planning).
|Areas of Practice||1) Indian and Gaming, 2) Non-Profit and Tax Exempt Organizations, 3) Tax, 4) Trusts and Estates, 5) Tax Controversy and Litigation and 6) Trusts and Estates Litigation|
|Law School||University of Minnesota Law School (J.D., 1990)|
|Education||University of Minnesota (B.A.S.,1987)|
|Bar Member / Association||Minnesota State Bar Association|
|Most recent firm||Dorsey & Whitney LLP|
Barton W.S. Bassett is the leader of Morgan Lewis's Tax Practice. Mr. Bassett's practice focuses on international tax planning for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals.