Julia C. Khaled

Founder

Julia Childress Khaled’s primary focus is protecting families from the devastating legal effects of disability and death. She is passionate about helping people to protect and pass on their legacies by creating comprehensive estate plans.

While Julia was in law school, she personally experienced how Estate Planning can protect family when her mother passed away from Pancreatic Cancer. This caused her to develop the passion she feels today for helping families to work on their end-of-life affairs. She will take the time to get to know you as individuals, to learn about your life and values, and work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years.

Julia and her husband, Ben, have three children: Joseph, Ava Grace, and Jacob. They live in Rock Hill, are members of Westminster Presbyterian Church, and enjoy spending time together as a family.

Julia is a member of Elder Counsel (a nationwide collaboration of elder law, trust and estate attorneys, and other legal, tax, and business professionals) and serves on the Board of the SC Chapter 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.

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

Certifications:

  • Completed Civil Mediation and is in the final stages of becoming a Certified Mediator for South Carolina Civil Courts

Accreditations:

  • Accredited as a Veteran Affairs Attorney

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