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Giulia M. Di Cenzo

Associate

Overview

Learn about Giulia

As an attorney in Walter Haverfield’s Tax and Wealth Management Group, Giulia has extensive experience in a wide range of areas including the planning and tax consequences involved in business succession and estate planning, closely held business services, emerging companies and venture capital, and mergers and acquisitions.

Giulia is familiar with working in both large corporations and specialized law firms. Prior to joining Walter Haverfield, Giulia worked in-house on the acquisitions team for a well-known corporation. Giulia also has substantial experience working for a tax and business services specific law firm, where she advocated for several clients regarding their tax-related matters.

Giulia is dedicated to client service and operates in a quality driven, time-efficient manner.

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EXPERIENCE

TAX & WEALTH MANAGEMENT SERVICES
  • Devises estate plans for young families involving life insurance trusts.
  • Advises beneficiaries of trusts regarding income and transfer taxation, including advice regarding accumulation distribution.
  • Assists US taxpayers in tax compliance, expatriation, and citizen residency matters.
  • Prepares and supervises the preparation of Federal Estate tax returns; and trust income tax returns.
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ASSOCIATIONS

  • Member, Cleveland Metropolitan Bar Association
  • Member, Lorain County Bar Association
  • Volunteer, Legal Aid Society