JULIA - Key Persons
Barbara is a former member of California Inns of Court and College of the Desert Foundation. She served as a Judge Pro Tem in the Probate Court for Riverside County Superior Court. Barbara currently lives in Cathedral City with her husband, Chuck, and two Golden Retrievers, Pepper and Belle. She is an avid automobile racing fan and served as a Steward for the Sports Car Club of America.
Job Titles:
- Partner
- Certified Specialist in Estate Planning
- Estate Planning
Heidi practices primarily in the areas of estate planning, trust administration and probate matters. She was born and raised in the Coachella Valley. After graduating from the University of California at Davis she moved back to the Coachella Valley and worked as a substitute teacher for Coachella Valley Unified School District. She then moved to Boston, Massachusetts and received her Juris Doctor from Northeastern University School of Law. Heidi has been working with Burt + Clerc since 2007, first as a legal intern and then as an attorney after passing the California bar in 2009.
Heidi is a Certified Specialist in Estate Planning, Trust & Probate law and is admitted to the State and Federal Courts in California. She was named a Top Lawyer by Palm Springs Life every year since 2017. In December 2018, Heidi was awarded the Martindale Hubbell AV Preeminent Peer Rating which recognizes attorneys with the highest level of professional excellence.
Languages
English and French
Combining her CPA and law degree, Julia's practice is principally devoted to estate planning, probate + trust litigation, and complex tax and charitable planning. Julia has been practicing in the Coachella Valley since 2006 moving down to the desert from Northern California. Julia is a Certified Estate Planning, Trust & Probate Law Specialist.
Job Titles:
- Attorney
- Estate Planning
- Specialist
Lisa Berkeley is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Since her admission to the California Bar in 2003, Lisa has concentrated her practice in the areas of trusts and probate, handling both contested and non-contested matters, including conservatorships, trust administrations, probate estates, will and trust contests, and estate planning.
A Riverside native and graduate of Poly High School and University of California - Riverside, Lisa commuted to Los Angeles to attend Loyola Law School, where she graduated in 2003 and received the Loyola Scholarship Award.
After law school, Lisa Berkeley was an attorney at the Riverside firm of Thompson & Colegate, which she joined in 2003 while awaiting her bar results, and where she became a partner in 2011. In 2014, Lisa began practicing in the Coachella Valley and worked at the Law Office of Jeremy J. Ofseyer before joining our firm in 2020.