JULIE GOODWIN WEBER 267 Kentlands Blvd, Suite 250 Gaithersburg, Maryland (301)

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1 EDUCATION University of Maryland School of Law, Baltimore, MD Juris Doctor, with honor, May 2005 GPA: 3.83/4.33 Class Rank: 7/223 Order of the Coif Journal: The Business Lawyer, Associate Articles Editor University of Delaware, Newark, DE Bachelor of Arts, English, magna cum laude, May 2002 GPA: 3.86/4.0 Honors: Phi Beta Kappa Honor Society; Golden Key Honor Society; Phi Kappa Phi Honor Society; Omicron Delta Kappa Honor Society; University Scholar Award. Study Abroad: Universidad de Costa Rica, 2001 BAR ADMISSIONS Maryland, 2005 District of Columbia, 2007 LEGAL AND PROFESSIONAL EXPERIENCE Goodwin Weber LLC, Gaithersburg, MD Member, November 2012-Present Counsel clients regarding estate, tax and charitable gift planning, Medicaid planning, and business tax and succession planning. This includes preparation of wills, powers of attorney, living wills, beneficiary designations, trusts, gift and estate tax returns, deeds, buy-sell agreements, and partnership, LLC and corporate charters and internal business documents, such as employment agreements, subcontractor agreements, waivers/releases, contracts/proposals. Counsel individuals in setting up non-profits and applying for tax-exempt status with the Internal Revenue Service. Advise on compliance with federal tax law and IRS regulations and rulings, as well as state and local jurisdiction corporate, licensing, and tax law regarding activities of nonprofit organizations. Advise executors of estates with regard to post-mortem estate and tax planning, local probate system in MD and DC, and federal and state tax filings. This includes filing necessary probate documents, estate and income tax returns, and advising on post-mortem tax planning techniques. Also, advise individual beneficiaries in estate litigation matters. Weinberg, Jacobs & Tolani, LLP, Bethesda, MD Partner, August 2009-December 2012 Estate planning, including preparation of wills, powers of attorney, living wills, beneficiary designations, trusts, promissory notes, and corporate entity documents. Business succession planning, including related tax issues. Estate administration, including local probate system, state and federal tax issues, and estate litigation. Represent nonprofits and tax-exempt 1

2 organizations, including establishing the corporate entity, application for tax-exempt status, and ongoing corporate and tax compliance. Stewart, Plant & Blumenthal, LLC, Baltimore, MD Associate, May 2008-August 2009 Preparation of wills, powers of attorney, living wills, beneficiary designations, trust instruments, gift tax returns, promissory notes, deeds, buy-sell agreements, and partnership, LLC and corporate documents. Counsel clients regarding estate planning, trust and estate administration, and transfer tax issues. Analysis of Internal Revenue Code and Treasury regulations, case law, and IRS rulings. Analysis of issues involving CLATs, CRATs, QPRTs, GRATs, and SCINs. Research regarding multi-jurisdictional issues. Estate and ancillary probate administration. Experience in negotiating estate settlements. Court proceedings in Orphans Courts and Circuit Courts. Average client estate net worth of $5,000,000 or more. Gordon, Feinblatt, Rothman, Hoffberger & Hollander, LLC, Baltimore, MD Associate, September 2006-April 2008 Preparation of wills, trust instruments, corporate/llc documents, powers of attorney, beneficiary designations. Probate and trust administration. Research of estate, gift, generationskipping transfer tax issues. Preparation of fiduciary income and gift tax returns. Court of Special Appeals of Maryland, Towson, MD Judicial Clerk to the Honorable James R. Eyler, Drafted appellate opinions on issues of civil and criminal law; observed oral arguments. Saul Ewing LLP, Baltimore, MD Summer Associate, Summer 2004 Researched and drafted memoranda on business, litigation, and trusts & estates issues; drafted estate planning documents and complaints. Circuit Court for Howard County, Ellicott City, MD Judicial Intern to the Honorable Dennis M. Sweeney, Summer 2003 Drafted bench memoranda on different areas of law. Research for Judge-led study on jury reform. University of Maryland University College, Rockville, MD Adjunct Assistant Professor, September 2013 Present Teach one section of Federal Income Tax I each semester to undergraduate accounting students. PROFESSIONAL AND CIVIC INVOLVEMENT Greater Washington Society of CPAs: 2012-Present Maryland State Bar Association Trust and Estate Law Section: 2006-Present Tax Section: 2011-Present Elder Law Section: 2013-Present Solo and Small Firm Section: 2012-Present 2

3 District of Columbia Bar Estate, Trust & Probate Law Section: 2007-Present Bar Association of Montgomery County Estate & Trust Law Section: 2009-Present Elder Law Section: 2013-Present Estate Planning Council of Suburban Maryland: 2009-Present Baltimore Estate Planning Council: American Bar Association, Young Lawyers Division, Real Property, Probate and Trust Law Section: Bar Association of Baltimore City, Young Lawyers Division: Events Committee Co-Chair: Secretary, Member of Executive Council: Baltimore County Bar Association: Board of Trustees, Shaare Torah Congregation, Gaithersburg, MD: Board of Directors, Jewish Volunteer Connection, an agency of The Associated: Jewish Community Federation of Baltimore Chair, Young Adult Committee: Committee Member, Voluntourism, Young Adult, Mitzvah Day Committees Volunteer, IRS Volunteer Income Tax Assistance program: Volunteer, Ronald McDonald House of Baltimore: PUBLICATIONS Co-authored legal update to Basic Estate Tax Planning (Maryland Institute of Continuing Professional Education for Lawyers) Not All Children are Created Equal: A Proposal to Address Equal Protection Inheritance Rights of Posthumously Conceived Children, 4 Conn. Pub. Int. L.J. 234 (2005), found at (as of 2/20/2013). SPEAKING ENGAGEMENTS Women and Retirement: Special Estate Planning Considerations, Financial Advantage Associates, Rockville, Maryland May, Do s and Don ts of 501(c)(3)s Organizations in an Election Year, Greater Washington Society of CPAs, Washington, DC September, Life Changes. Has Your Estate Plan Kept Up? U.S. Patent and Trademark Office, Alexandria, Virginia August, Estate Planning Basics: An Overview of the Estate Planning Process, Navy Federal Credit Union, Rockville, Maryland January, Presented How to Conduct Tax Research to University of Maryland BMGT 417 (Taxation of Corporations & Partnerships) students, College Park, Maryland November,

4 COURSES, LECTURES & SEMINARS ATTENDED Update on Same-Sex Marriage and Domestic Partnerships: What You Need to Know in the District of Columbia, Maryland, and Virginia, Washington, DC March, Dissection of a Transaction: Anatomy, Tax and Accomplishing the Goals of the Buyer and Seller, (discussing tax consequences of buying and selling a business, and tax planning opportunities for business owners), Rockville, MD February, The New Circular 230 Regulations, Greater Washington Society of CPAs, Washington, DC January, A Primer on Nonprofit Law in the District of Columbia 2012 (including the DC New Nonprofit Corporation Act, applying for and maintaining tax exemption, tax compliance for taxexempt organizations, and duties and responsibilities of directors), Washington, DC December, Ethics and Lawyer Trust Accounts, Washington, DC November, Business Succession and Charitable Gift Planning, Greater Washington Society of CPAs, Washington, DC November, The Art of Post-Death Estate Tax Planning, Rockville, MD October, Qualified Disclaimers, (under 2518 of the Internal Revenue Code), Rockville, MD April, Elder Law Essentials, Rockville, MD February, Federal Income Taxation of Individuals, University of Maryland College Park, Smith School of Business (BMGT 323) Spring Taxation of Corporations & Partnerships, University of Maryland College Park, Smith School of Business (BMGT 417) Fall The District s New Domestic Partnership Law: An Overview, Washington, DC January, Premarital and Domestic Partnership Agreements, Columbia, MD A Primer on Nonprofit Law in the District of Columbia 2009, Washington, DC December, Administering Estates in Maryland, (6-week course) Columbia, MD May-June,

5 Advanced Tax Institute, Estate Planning Issues (Maryland Institute of Continuing Professional Education for Lawyers and Maryland Association of Certified Public Accountants) November 2006, ADDITIONAL SKILLS AND INTERESTS Notary Public, State of Maryland Certificate of Completion of Maryland State Circuit Court Mediation Requirements under Title XVII Skiing, SCUBA Diving, Running, Cycling, Tennis, Triathlons, Yoga 5

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