


SERVICES.
PARALEGAL
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.
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EXPERIENCE.
OVER 30 YEARS OF TRUST AND ESTATE EXPERIENCE
Contract Paralegal
2016 to current
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Senior Estate Planning Paralegal
to Russell G. Allen
The Law Offices of Russell G. Allen
2004 to 2016 (this time he actually retired)
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Senior Estate Planning Paralegal
to Wayne J. Casey
Casey & Richards
2001 to 2004
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Senior Estate Planning Paralegal
to Russell G. Allen
O'Melveny & Myers
1998 to 2001 (his "retirement")
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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)

