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Julie Carlson

Julie represents clients in Elder Law, Estate Planning, Special Needs Planning, Guardianship, Probate, Veteran’s Benefits Planning and Medicaid Planning.

Her exposure to Elder Law began when her family members began passing through phases of aging, where she personally experienced what many Florida families go through. Her family was tasked with stepping in to manage financial matters, determining whether businesses should stay open and what assets should be sold. They had to ensure that the legal matters were in order and figure out the labyrinth of extended care both from the medical and financial perspectives. Julie witnessed her family sweat the day-to-day details involved with picking up the pieces, balancing the need for caregivers to maintain a healthy and normal life while maintaining the legacy that her family worked so hard to build.

It was during this time that she began to realize she could help other families by focusing on Elder Law and Special Needs Planning, and has since focused her practice solely in this field.

Julie has the reputation of putting clients first because they count on her personal attention and legal expertise to achieve their unique goals. She knows that when she can improve her clients’ financial picture, it gives them the peace of mind and freedom to relax and get more enjoyment from the rest of their lives.

Julie is licensed to practice in the State of Florida, as well as the U.S. District Court, Southern District of Florida. She received a Bachelor of Science in Corporate Management from Florida Atlantic University and her Juris Doctorate from NSU Shepard Broad College of Law. In addition, she is a VA accredited attorney, a member of the following organizations: National Academy of Elder Law Attorneys;  the Academy of Florida Elder Law Attorneys; and the Elder Law Chapter of the Florida Bar and is on the Florida Elder Abuse Task Force.

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