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"Don’t tell anybody, but I’m actually a self-proclaimed master at preparing gift and estate tax returns .... pass it on ..."

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SERVICES.

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: 

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.

 

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.

 
 
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ABOUT.

27 YEARS OF ESTATE PLANNING WORK EXPERIENCE

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)

 

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CONTACT.

Lisa@EPparalegal.com

Tel: 949.933.5298

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