Estate tax returns, gift tax returns, and fiduciary accountings are my specialty!
SERVICES.
PARALEGAL
Services include, but are not limited to, the following:
PREPARATION OF ESTATE TAX RETURNS
Gather information necessary to prepare the return, which includes allocating GST exemption, charitable deductions, and interrelated calculations.
PREPARATION OF GIFT TAX RETURNS
Gather information necessary to complete the return, which includes allocating GST exemption, split gifts, direct skips, and indirect skips.
PREPARATION OF FIDUCIARY ACCOUNTINGS
In accordance with California Probate Code requirements.
EXPERIENCE.
OVER 30 YEARS OF TRUST AND ESTATE EXPERIENCE
Contract Paralegal
2016 to current
Senior Estate Planning Paralegal
to Russell G. Allen
The Law Offices of Russell G. Allen
2004 to 2016 (this time he actually retired)
Senior Estate Planning Paralegal
to Wayne J. Casey
Casey & Richards
2001 to 2004
Senior Estate Planning Paralegal
to Russell G. Allen
O'Melveny & Myers
1998 to 2001 (his "retirement")
Estate Planning Paralegal
to Joseph C. Obegi
Obegi & Brewer
1996 to 1998
Estate Planning Paralegal
to Edith M. Doyle
The Law Offices of Edith M. Doyle
1992 to 1996 (her retirement)
