Julie King

With 30+ years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She is easy to speak with and talks in plain English (not legalese). Julie handles a wide variety of estate planning and business matters including: (1) ESTATE PLANNING - wills and trusts, health care directives, powers of attorney, special needs trusts, pet trusts, grant deeds and more; and (2) BUSINESS LAW - corporation/LLC/partnership formation, annual meeting minutes, corporate records, contracts, and employee training.

Julie served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years and hired lawyers throughout the world. She has been a "client", so she understands clients' needs in a way many lawyers do not. Contact Julie today and see the difference!

Call or email today for a FREE initial consultation! (831) 275-1002 Julie@PierceKingLaw.com

• Form Corporations, LLCs and Partnerships
• Business Transactions & Contracts
• Trusts, Wills, Powers of Attorney, Health Care Directives
• Real Estate Grant Deeds and Related Documentation

• Free Consultation
• Credit Cards Accepted
• Rates, Retainers and Additional Information
  Pierce King, P.C. bills hourly or charges a flat fee, depending on the type of matter.

California

Since 1987

Founding Attorney

Pierce King, P.C., a Professional Law Corporation

2012 - Current

BUSINESS LAW - Negotiating and drafting a variety of complex business contracts, including an international Private Cloud Infrastructure and Management Services Agreement and a Funding Agreement involving the Bill and Melinda Gates Foundation. - Forming C and S Corporations, LLCs and Partnerships, and drafting documents related thereto, such as Buy-Sell and Operating Agreements, Bylaws, Annual Meeting Minutes and Board Resolutions. ESTATE PLANNING - Drafting a variety of wills and trusts (including Revocable Living Trusts, Special Needs Trusts and Pet Trusts), Health Care Directives and Durable Powers of Attorney, as well as Grant Deeds and other documentation relating to funding trusts. - Counseling clients in Trust Administration matters - Preparing, filing and representing clients in Probate actions

Director, Contracts and Intellectual Property

CTB/McGraw-Hill LLC

2007 - 2012

Assistant General Counsel

Toshiba America

1991 - 2006

Julie was an in-house counsel for Toshiba for 15 years and handled a wide variety of matters for the corporation. She helped the Human Resources Dept. with employment matters and policy drafting, the Sales Dept. with contracts, the Finance Dept. with guaranties, and anyone else in the company who needed assistance in any area of law. She would be honored to do the same for you. Call today!

Univ of California at Los Angeles

Undergraduate Degree

Loyola Law School

Law Degree

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2024

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2023

BEST LAW FIRM IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2023

Volunteer of the Year

Monterey Peninsula Chamber of Commerce

2023

BEST LAWYER IN MONTEREY COUNTY

Monterey Herald Readers' Poll

2021

IMPOWER (Businesswomen inspiring each other and helping our community)

Vice President of the Board of Directors

2021 - Current

Monterey Peninsula Chamber of Commerce

Ambassador

2014 - Current

Monterey County Bar Association

Member

2007 - Current

California State Bar  # 132813

Member

1987 - Current

Central Coast Human Resources Association

Member of the Board of Directors

2019 - 2022

License to Practice Law

California Bar Association

Q. KOSMOSGifts.com helps preserve wisdom digitally and pre-plan gifts can they partner with estate planning offices?

November 10, 2024

A: It depends on what you mean by the term “partner.” Lawyers define the term as someone in a limited partnership or general partnership. The ethics code prohibits lawyers from splitting profits with non-lawyers in almost all circumstances. So, if you are asking whether lawyers can be in a partnership with your company, I’d say, “highly unlikely.” On the other hand, if you are interested in having lawyers market your product for you, I’d say it is possible, but not likely. Estate planning lawyers review their clients’ entire financial portfolio and help them solidify a plan to accomplish the clients’ goals, whether keeping taxes low, making charitable contributions, paying for grandchildren’s education, or something else. Estate planning lawyers also draft generation skipping trusts, so those lawyers would have no need for a product that does what the lawyers already do. Plus, generation skipping gifts can have serious tax consequences if not handled properly. If your product offers a service different from what lawyers already offer, they might suggest your product to clients. Although, smart lawyers do not endorse other business’ products because, if something goes wrong with the product, lawyers don’t want to be liable. Maybe you should meet with an estate planning attorney in your city and see what the lawyer says. Best wishes. ... Read More

Q. What is a trustee called after the grantor dies? The trustee was also listed as a co trustee.

November 4, 2024

A: The legal term “Trustee” is the title of the person with the right to handle assets in the trust and who must fulfill all the legal duties associated with that right. The word “Co-Trustee” means there are two people serving together as Trustees. They may have to do everything together or may have the right to work independently, depending on the language in the trust.

Once the person who set up the trust for themselves (called a Settlor or Trustor) dies, the next Trustee in line steps up to the plate. The Trustees in line behind the Settlor are called “Successor Trustees” because they succeed (serve as Trustee after) the Settlor. If there are two Successor Trustees, they are either called “Co-Successor Trustees” or “Successor Co-Trustees.”

Your distribution questions are best discussed with a CPA because there are tax implications that are very fact-specific to each situation. We would need far more information to adequately respond to questions like yours.

Best wishes! ... Read More

Q. Lender added me on the deed as trustee along with my mother on my mother’s trust and on the loan as a co-borrower.

October 30, 2024

A: No, that is not the correct procedure. Among other things, the real estate should be titled in the trust. There are a lot of legal issues in your question including there may be too many people named as Successor Trustees (depending on the number of siblings.) Your mother really needs to see an estate planning attorney or you and the other Successor Trustees may have a big mess on your hands after she passes. By the way, since it is your mother's trust, she is the client who needs to meet with the attorney. It is not a good idea to have adult children in the meeting with the parents' attorney because the person in the room is opening themselves up to a potential claim of elder abuse, undue influence and other claims. ... Read More