Julia C. Khaled

Founder

Julia Childress Khaled is a compassionate attorney who believes in focusing on her clients' peace of mind. Julia personally experienced how Estate Planning can protect family when she was in law school, which caused her to develop the passion she feels today for helping families to work on their end-of-life affairs.

Julia and her husband, Ben, have three children: Joseph, Ava Grace, and Jacob. They live in Rock Hill, attend church at Forest Hill Church, and enjoy spending time together as a family.

Julia is a member of Wealth Counsel (a nationwide collaboration of trust and estate attorneys and other legal, tax, and business professionals) and on the board of the National Academy of Elder Law Attorneys. Julia's targeted and advanced continuing education as well as her collegial involvement ensures the most sophisticated planning techniques are always available to the firm's clients. 

Julia frequently speaks to private groups about a variety of different topics including Special Needs Planning, Guardianships, and Conservatorships, Estate Planning, and Elder Law. You can view her upcoming speaking engagements by clicking HERE.

Prior to entering the legal field, Julia was employed as a Corporate Trainer and worked in Risk Management for a National Human Services Corporation. After working for six years, she attended law school at the University of South Carolina School of Law and received her Juris Doctorate. She then went to Villanova University School of Law, where she received her Masters in Laws (Taxation).

As the firm's founder, Julia upholds the highest standard of client services, scholarship, and accessibility. She serves the Firm's clients by first listening closely to their goals and concerns and working with them to develop a plan of action that reflects their own unique situations. Julia is committed to helping her clients understand the foundation of elder law and estate planning is not just protecting your wealth, but also helping you to take every step possible to help your family reach its full potential.

Julia has represented the Sixteenth judicial Circuit as a member of the House of Delegates for the South Carolina Bar, which establishes policy for the bar. She donates her time to various non-profit groups in York County.

Education:

  • Masters of Laws in Taxation (LLM), Villanova University School of Law
  • Juris Doctorate, University of South Carolina School of Law
  • Master of Social Work, University of South Carolina
  • Bachelor of Science, College of Charleston

Licensed in South Carolina.

Areas of Concentration:

  • Estate Planning
  • Non-Traditional Family Estate Planning
  • Wills and Trusts
  • Funding Trusts
  • Value-Based Planning
  • Asset Protection Planning
  • Gift and Estate Tax Planning
  • Special Needs Planning
  • Elder Law
  • Medicaid Planning
  • Guardianships and Conservatorships
  • Special Needs Trust Administration
  • Probate and Trust Administration
  • Non-Profit Organizations
  • Business Entities and Succession Planning
  • FLP and LLC Planning
  • IRS Audits - Personal and Corporate
  • Offers in Compromise
  • IRS Controversies