PARALEGAL

Lisa enjoys working directly with clients, which allows attorneys the flexibility to hand each project off until delivery of the near-final product.

Services include, but are not limited to the following: 

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PREPARATION OF ESTATE TAX RETURNS

Gather information necessary to prepare the return, which includes allocating GST exemption, charitable deductions, and interrelated calculations.

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PREPARATION OF GIFT TAX RETURNS

Gather information necessary to complete the return, which includes allocating GST exemption, split gifts, direct skips, and indirect skips.

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PREPARATION OF FIDUCIARY ACCOUNTINGS

In accordance with California Probate Code requirements.

TRUST ADMINISTRATION

Including allocation of assets among subtrusts, funding trusts, compliance filings, obtaining taxpayer identification numbers, and other related tasks.

PREPARATION OF ESTATE PLANNING DOCUMENTS

Trusts, wills, powers of attorney, health care directives, and more.