Julia A. Himovitz

Julia A. Himovitz

Associate

Julia A. Himovitz

Associate

Julia Himovitz focuses her practice on general and complex estate and tax planning, as well as post-death trust and probate administration.  A mother to two young boys, Julia understands the importance of establishing an estate plan that can provide peace of mind and security to individuals and families.

Julia believes that customization is the key to good estate planning. She enjoys getting to know her clients, learning about their families, and having frank discussions with them about their goals and concerns. Clients may want to incentivize their children to complete college. They may want to make special arrangements for family members with substance abuse or mental health issues. They may want to find creative ways to leave gifts to charities. They may need help thinking through who will assist them if they become incapacitated. Julia’s advanced degree in social work, and her engaging and supportive attitude, help her guide clients through the many decisions that go into making an estate plan with each client’s unique situation and family dynamics in mind. Clients emerge with an estate plan they understand and feel good about, and a trusted advisor whom they can turn to in the future.

Julia works with clients who have no prior estate planning experience as well as clients with dusty plans that need updates. She also helps clients administer the trusts that they have created, such as by working with surviving spouses to allocate assets among subtrusts and manage those assets going forward.

 

Experience

  • Julia worked at a boutique estate planning firm in Sacramento before joining Downey Brand in 2016.  She has drafted several hundred living trusts for couples and individuals, along with wills and powers of attorney.
  • Her notable projects include administering a complex multi-million dollar trust with 31 beneficiaries, establishing a special needs trust for beneficiaries receiving needs-based benefits, and petitioning the probate court to avoid probate of assets valued at nearly $1 million.

Professional, Community And Pro Bono Involvement

  • Member, Sacramento Estate Planning Council
  • Member, Sacramento County Bar Association Probate and Estate Planning Section
  • Member, Trusts and Estates Section of the State Bar of California

Honors And Rankings

  • Witkin Award for Principles of Agency, McGeorge School of Law, 2006
  • Secretary, Public Legal Services Society, McGeorge School of Law, 2009-2010

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