Julia Boland Email & Phone Number

Philadelphia, PA, US

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

-Conducted expansive research on tax issues including Generation-Skipping Transfer Tax, state inheritance tax, and the Estate Tax Marital Deduction; judicial recusal; electronic wills, electronic notarization, probate, and power of attorney/trust requirements in various states; trust accountings -Drafted estate planning documents including wills, health.

Philadelphia, Pennsylvania, United States

-Compiled trust synopses as part of new business process-Presented group project on potential new DEI initiatives at the company to management committee-Assisted in transition of accounts to the Glenmede Trust Company of Delaware-Created state law surveys on directed trusts and fee arrangements-Drafted documents including Partnership Assignment

Villanova, PA

-Reviewed program applications, interviewed finalists, and selected participants-Supervised program participants and graded participants' work-Organized group social events-Facilitated and attended seminars with speakers and networking events

Philadelphia, Pennsylvania, United States

-Interviewed clients and conducted intakes-Counseled clients on document preparation and estate plans-Drafts wills, durable powers of attorney, and health care powers of attorney

Philadelphia, Pennsylvania, United States

-Prepared inheritance tax returns and executor renunciations-Assisted in drafting wills, durable powers of attorney, and health care powers of attorney-Attended client meetings and managed client files-Provided research assistance in a wrongful termination case; helped prep post-trial memorandum

-Screened potential cases and conducted new case investigations-Developed social media presence on Instagram and Twitter, designed logo and brand, and grew following-Assisted with program launch and commutation efforts by writing and facilitating letters

Glenside, PA

-Completed constituent service including retrieving unclaimed property, signing constituents up for rent rebate program, helping constituents with PA income tax problems, and helping constituents with SNAP program-Organized events including art shows at all district schools, SEPTA senior key card registration event, and senior fair-Conducted legislative.

Education record

-Drexel Law Scholar -Business Concentration

Bachelor'S Degree, Political Science

High School Diploma