Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Julie is a shareholder in the firm's Tax Group. Julie regularly works with closely held businesses on transition. These projects may include estate planning, gift strategies, and/or sales of the business.
She regularly advises nonprofits on legal issues including formation, restructuring, board governance, acquisition of property, revisions of gift restriction and other matters. She also works with closely held businesses, many of which have active charitable giving programs either through a foundation, a donor-advised fund or planned giving at the owner level. Julie regularly communicates with the Tennessee attorney general on matters relating to charitable organizations seeking to merge, sell assets or dissolve.
Julie heads the Tax Exempt Subgroup of the Firm's Tax Department, leading a group of more than 25 attorneys who spend a significant part of their practice in this area. Julie previously served as law clerk to the Honorable Mary Ann Cohen of the U.S. Tax Court in Washington, D.C.