Julie encourages her clients to look at the “big picture” before making a decision whether a deceased account is worth pursuing.
One of the biggest challenges – for any creditor – is the pursuit of recovery for a deceased debtor. Claims must be presented in a timely manner, and it becomes especially difficult when there is no estate open for the decedent. Enter Julie. Julie works with her clients to force open an estate when necessary in order to present a claim. This is just one of the many legal recourse options her clients have when a borrower becomes deceased. Since most creditors are generally unaware of their options in these situations, Julie provides a detailed explanation before outlining any foreseeable risks.
Julie works with litigation managers, directors, recovery managers, and in-house counsel for banks, credit unions, and other financial institutions, as well as recovery managers and/or office managers for hospitals and nursing homes. They look to her to resolve legal matters pertaining to probate, guardianships, and health care matters - specifically nursing home arbitrations and collections on deceased accounts, secured and unsecured, and collection of receivables from health care and nursing facilities.
Julie is a native Clevelander and a big fan of all the local sports teams, as well as the OSU Buckeyes and Dayton Flyers Basketball, her alma mater. She enjoys traveling, and spending time with her large extended family.
Honors & Distinctions
Ohio Super Lawyers, Ohio Rising Stars, 2010, 2013-2015
J.D., Cleveland State University Cleveland-Marshall College of Law, 2004
B.S., Finance, University of Dayton, 1998
Young Women’s Christian Association (YWCA): Council and Board of Directors
Friends of the Hunger Network of Greater Cleveland: Former Fundraising Committee Member YWCA of Greater Cleveland: Advisory Council Co-Chair, Board Member
Cleveland Metropolitan Bar Association: Member; Vice Chair, Membership Committee for Women in Law, 2013-14; Member of Executive Council, Young Lawyer's Section, 2014
“Issues in Probate Collections,” Ohio Creditor’s Attorneys Association, Columbus, OH, May 10, 2019
“The Role of a Power of Attorney,” Ohio Health Care Association, Columbus, OH, May 2, 2019
"Probate Recovery Strategies," National Equipment Finance Association, Charlotte, NC, October 5, 2018
“Understanding Collections on a Deceased Account,” National Creditors Bar Association Webinar, June 6, 2018
"Probate Collections - Perspectives & Insights," American Lawyers Company Webinar, February 22, 2018
"Powers of Attorney Are Not All the Same," Ohio Health Care Association, Columbus, OH, May 3, 2017
“Approaching Collections on Deceased Accounts,” Weltman Webinar, February 23, 2016
"How to Approach Collections on Deceased and Guardianship Matters," AccuScripts Health Fair, Westlake, OH, October 15, 2015