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Estate tax returns, gift tax returns, and fiduciary accountings are my specialty!

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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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Services
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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)

 

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CONTACT.

Lisa@EPparalegal.com

Tel: 949.933.5298

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Thank you for your email!

Contact

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