Julie Lopiccolo

COTTLE KEEN LOPICCOLO & HEYDE LAW
https://cklhlaw.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Julie Lopiccolo

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Julie Lopiccolo

At Cottle Keen Lopiccolo & Heyde, we are passionate about helping our clients ensure that their cherished legacy is passed onto their loved ones without conflict. We take pride in our estate planning practice, but we are also experienced trust and family law litigators so we understand how families who love one another fight when emotions are high. Most importantly, we know how to help our clients avoid common pitfalls that undo or complicate their final wishes. I am honored to be working intimately with our clients as a Personal Family Lawyer.

Academic and professional excellence is important to me. I graduated from Whittier College School of Law summa cum laude where I served as Executive Editor of the prestigious Law Review. I was honored recently as an “Outstanding Attorney Under Forty and in 2017 given the “Blue Ribbon Award for the Prevention of Child Abuse”. During the length of my career as an attorney with Cottle Keen Lopiccolo & Heyde, I have successfully handled hundreds of legal matters ranging from estate planning, real property disputes, trust disputes and complex dissolutions.

I am a lifelong Orange County resident and mother of two children. I am committed to my community as an ambassador of the Orange Chamber of Commerce and as an active philanthropist in the area of child safety. I am currently working with experts across the nation to develop a National Water Safety Action Plan and am serving as a Board Member of the California Water Safety Coalition. I love to travel with my family, scuba dive, cook, and go to concerts. I love living in California and serving clients with their families’ legal needs.

Testimonials

By Karen: Julie Lopiccolo has an excellent understanding of the law. She has a very professional demeanor but also has a human side to her and I always felt she was working towards my best interest. I cannot think of anything that I would change about my experience at CKLH! I am so happy that I found this firm.

By Peter: This was one of the best legal experiences I’ve ever had. I was very pleased with the outcome and I was treated very well by the entire staff. I highly recommend this firm.

By Mary: Ms. Lopiccolo was a good listener and asked clarifying questions. She and her staff were professional as well as personable, and they put us at ease when dealing with our complicated situation. We were very pleased with our experience.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.