Burt & Associates

Burt & Associates

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About

Founded in 2000, Burt & Associates, located in Palm Desert, CA, is a boutique firm specializing in estate planning, trust, and probate law. Their dedicated team, including certified specialists, provides a wide range of services from estate planning and trust administration to litigation. Whether you have a modest estate or are a high net worth individual, Burt & Associates welcomes the opportunity to assist in your estate planning needs. They take pride in being a group of passionate and knowledgeable women estate planning attorneys who are committed to the community they serve.


Highlights

25 years in business
Serves Palm Desert , CA

Payment methods

Cash, Check, Credit Card

Social media


Location and hours

Burt & Associates

73-200 El Paseo
Palm Desert, CA 92260
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Mon
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Closed
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Resume

Work Experience

Adjunct Professor
California Desert Trial Academy of Law
2015 - Present
Partner
Burt & Associates
2006 - Present
Attorney
Porter Simon
2002 - 2006
Manager- Litigation Consulting
Price Waterhouse & Co.
1985 - 1992
Partner
Burt + Clerc
2009 - Present
Research Assistant
Domestic Violence Institute
2007 - 2007
Legal Intern
Shelter Legal Services Foundation
2007 - 2007
Law Student Intern
Burt & Associates
2007 - 2009
Principal
Law Office Of Jeremy J. Ofseyer
2014 - Present
Adjunct Professor, Wills & Trusts and Estate Planning
University of La Verne College of Law
2009 - 2015
Partner
Nethery & Ofseyer LLP
2008 - 2013
Principal
Law Office of Jeremy J. Ofseyer
2005 - 2007
Senior Associate
Paul, Weiss, Rifkind, Wharton & Garrison LLP
2000 - 2004
Teaching Fellow
University of North Carolina
1997 - 1999
Visiting Assistant Professor
U.C.L.A.
1996 - 1997
Teaching Fellow and Assistant
University of North Carolina
1993 - 1996
Associate
Friedman, Kaplan, Seiler & Adelman LLP (NNA)
1991 - 1993
Judicial Clerk
U.S. District Court (E.D.N.Y.)
1990 - 1991

Education

University of California - Riverside
Western State University College of Law
1999
University of Wisconsin, Madison
Harvard Law School
1990
Northeastern University School of Law
2009
Loyola Law School, Loyola Marymount University
University of California Davis
2005
New York University
1993
University of North Carolina, Chapel Hill
1986
University of North Carolina
1999
Western State University College of Law
Law
1999
University of Wisconsin, Madison
University of California - Riverside
Loyola Law School, Loyola Marymount University
Northeastern University School of Law
Law
2009
University of California Davis
History
2005

Associations & Affiliations

Desert Cancer Foundation
Vice President
Old Town Artisan Studio
Board of Directors
American Institure of CPA
American Institute of CPA
California Socirty of CPA
California Society of CPA
California CPA Since 1989
CPA
American Bar Association
Member
Desert Bar Association
Member
Eisenhower Planned Giving Council
Member
Tahoe-Truckee Bar Association
President
Boys and Girls Club of North Lake Tahoe
Board of Directors
Beta Alpha Psi
President
United Celebral Palsy of the Inland Empire
Board Member
Desert Estate Planning Council
Member
Desert Bar Association
Member
California Young Lawyers Association
Member
State Bar of California
Member
American Bar Association
Member
Phi Kappa Phi
Member
About Families, Inc
Treasurer
American Inns of Court
Associate
Desert Bar Association
Member
State Bar of California
Member
State Bar of California, Trusts and Estates Section
Member

Publications

Palm Springs Estate Planning Blog
2014
Julia Burt Law Blog
2010
Palm Springs Estate Planning Lawyer Blog
2019
Palm Springs Estate Planning Lawyer Blog
2018
Palm Springs Estate Planning Lawyer Blog
2016
Palm Springs Estate Planning Lawyer Blog
2015
Palm Springs Estate Planning Lawyer Blog
2012
Palm Springs Estate Planning Lawyer Blog
2012
Palm Springs Estate Planning Lawyer Blog
2011
25 California Trusts & Estates Quarterly No. 4
2019
II Probate Department Newsletter No. II
2019

Speaking Engagements

Sun City Pet Lovers Club
Estate Planning and Pet Trusts
2013
60 Minute University
2009
Association Fundraising Professionals- Desert Chapter
Real Estate Gift of Real Property - Covering the Bases
2017
Estate Planning 101
Trust vs. Will
2015
Wills, Trusts and Professional Fiduciaries
Important Estate Planning Documents
2011
Estate Planning and Professional Fiduciaries
Estate Planning Basics
2010
Estate Planning for Young Parents
Wills for Parents
2010
Estate Planning/Probate Update
California’s New Trust Decanting Techniques
2019
Probate Boot Camp
Ethics; and Probate Litigation
2018
Estate Administration Boot Camp
Ethics in Estate Administration; and Estate & Trust Contests
2017
PFAC Annual Meeting
Six Degrees of “C.Y.A.” for Trustees
2016
The Probate Process from Start to Finish
Intestate Succession; and Ethics
2015

Services offered

Estate Attorney
Probate Attorney
Wills And Estate Planning