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This content is provided by Julie M. Kwon.

Practice Areas

Julie advises wealthy individuals, families, closely held businesses, charities and corporate fiduciaries on all aspects of estate, gift and generation-skipping transfer tax planning, trust and estate administration, business succession, charitable planning and governance, and contested trust and tax matters.

Julie is a member of the board of directors of the Silicon Valley Community Foundation, the largest such foundation in the country. Julie formerly was the Philanthropic Advisor for Stanford University, where she collaborated with the Office of General Counsel and Stanford Management Company regarding endowment and charitable trust investment, complex gifts and bequests, and contested matters.

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Professional Memberships

American College of Trust & Estate Counsel

American Bar Association, Real Property, Trust & Estate Section: Supervisory Council member

American Law Institute, Estate Planning Advisory Panel member

State Bar of California, Trust & Estates Section, Executive Committee member 2011 to 2017


Julie co-authors the tax treatise, Generation-Skipping Transfer Tax (by Harrington, Plaine, Zaritsky & Kwon, for Warren Gorham & Lamont), and the Tax Management Portfolio titled Generation-Skipping Transfer Tax (by Harrington & Kwon, for Bureau of National Affairs).


Yale Law School, JD, 1996

Stanford University, BA (with distinction), 1993