999 Vanderbilt Beach Road - Suite 501
Naples, FL 34108
Tel: 239.552.3200
Fax: 239.514.2146

Practice Group
	Tax & Estate Planning
	Probate
Areas of Emphasis
	Estate Planning
	Wills & Trusts
	Probate & Trust Administration
	Estate & Trust  Settlement

Julie Ann Garber
jgarber@becker-poliakoff.com

Professional Experience
Julie Ann Garber advises clients in all aspects of estate planning, including the design, execution and implementation of wills, revocable and irrevocable trusts, financial powers of attorney and health care directives, the funding of trusts, the creation and maintenance of family limited liability companies, and domestic asset protection planning. She also assists clients with meeting their charitable goals by establishing charitable trusts and private foundations and works with nonprofit organizations to obtain their exempt status with the IRS. In addition, Ms. Garber has extensive experience in estate and trust settlement, including complex probate and trust administration and litigation. Her approach to estate planning emphasizes the need for ongoing maintenance and review of her clients' estate plans to insure that their plans will work when needed and as anticipated.

Prior to joining the firm, Ms. Garber practiced with boutique estate planning firms located in Bethesda, MD, and Key West, FL, and maintains an office in Key West.

Activities and Memberships
Ms. Garber has been serving as the Circuit Representative of The Real Property, Probate and Trust Law Section of The Florida Bar for the Sixteenth Judicial Circuit since 2008 and is a member of the Section's Executive Council.

Publications
Ms. Garber has been writing extensively about estate planning for About.com, a New York Times company, since May 2008. Her website can be found at http://wills.about.com.

Top five must reads from the website:

• Top Reasons Why You Need an Estate Plan
• What Happens if You Don't Have an Estate Plan?
• Step by Step Overview of the Estate Planning Process
• What is a Revocable Living Trust?
• Overview of Current Federal Estate Tax Laws

Co-author, Estate Planning Strategies, Collective Wisdom, Proven Techniques, chapter titled “Using Credit Shelter and Marital Deduction Trusts to Reduce Estate Taxes” (Wealth Builders Press, 2009)

An excerpt of Ms. Garber's About.com article, “Will Your Estate Plan Work When It's Needed?” appeared in the St. Petersburg Times: “How to Get Your Estate in Order”

Bar Admissions
Pennsylvania, 1994 (currently inactive)
Maryland, 1995 (currently inactive)
Florida, 2002

Education
Duquesne University School of Law, J.D., 1994
Allegheny College, B.S. in biology, magna cum laude, Phi Beta Kappa, 1988