Julia E. Burt

Julia E. Burt is a Palm Desert attorney whose practice is principally devoted to estate planning, probate and trust litigation, complex tax planning, and charitable planning. She combines her legal training with her experience as a certified public accountant to address the legal and financial issues that often arise in these matters. A Certified Specialist in Estate Planning, Trust and Probate Law, she has practiced in the Coachella Valley since 2006.

Julia earned a B.A. from the University of Wisconsin-Madison in 1985. She later received a J.D. from Western State University School of Law in 1999. Her education and accounting background provide a practical foundation for evaluating tax considerations, estate documents, fiduciary responsibilities, and disputes involving trusts or probate matters. This combined perspective helps her approach complicated planning and administration issues with careful analysis.

Julia’s professional background includes service as a professor of wills at Desert Trial Academy College of Law in Indio, California. She is also a past president of the Tahoe Truckee Bar Association. Her memberships include the State Bar of California, Desert Bar Association, American Bar Association, California Society of CPAs, and American Institute of CPAs. These roles reflect her involvement in both the legal and accounting professions.

Julia E. Burt has been named a Top Lawyer by Palm Springs Life Magazine every year since 2011 and has received the Martindale-Hubbell AV Preeminent Peer Rating. She is also a past president of the Desert Cancer Foundation, reflecting her involvement in the Coachella Valley community. Her legal, tax, and accounting experience supports clients who need thoughtful guidance with estate planning, probate, trust disputes, and charitable planning.

Law Office Affiliations

• Partner, Burt + Clerc
• Member, State Bar of California
• Member, Desert Bar Association
• Member, American Bar Association

Licensed State

• California

Education

• Western State University School of Law
  Juris Doctor (JD)
• University of Wisconsin-Madison
  Bachelor of Arts (BA)