Julie D. Rosen

Julie D. Rosen concentrates her practice on estate planning, consulting her clients with care to develop estate plans that consider the questions of “What will happen to my important stuff when I die?” Julie handles each client as though they are her own relative, within a sometimes complex family dynamic. Julie plans for generational wealth transfer, with the minimization of estate and gift taxes, using Wills and various trusts, including, but not limited to, revocable, inter-vivos, testamentary, special needs, and preservation trusts. Julie also handles the preparation of Powers of Attorney, Living Wills, and related documents, and is glad to meet her clients at their home, when appropriate. Julie is admitted to practice in New Jersey, New York, and Pennsylvania. She also handles estate administration, helping relatives manage and wind-up the affairs of their deceased loved ones. Julie received her Bachelor's Degree from the University of Maryland and graduated cum laude from Widener University School of Law, where she was vice president of the Moot Court Honor Society. She authored articles for CCH Incorporated and has lectured for the NJSCPA and the Middlesex County Bar Association. Julie spends her time outside the office engaging bipartisan voters throughout New Jersey for local, state, and national elections. She is an active member of and co-chairs numerous civic organizations. She has also managed several successful campaigns for local boards of education, town council, and mayoral campaigns. Julie enjoys lending her time and energy at Toni’s Kitchen (a ministry of St. Lukes Church), with the Federation of Greater MetroWest and for the Union for Reform Judaism in various capacities. She lives in North Jersey, with her husband, two daughters, and two rescue dogs. Awards and Honors Super Lawyers® Selectees Julie D. Rosen included in a Super Lawyers® list Other Sources of Feedback About Julie D. Rosen Included on the 2010New Jersey Super Lawyers list Past Lists 2009 New Jersey Super Lawyers list

• Associate

• Jay J. Sangerman, PLLC, Associate, 2001 - 2005
• Middlesex County Bar Association, Lecturer

• New Jersey, 2001
• New York, 2002
• Pennsylvania, 2023
• Fraternities and Sororities
• Delta Phi Epsilon