Maintain and control estate planning work for clients. Maintain ongoing client status report on active client workload. Experience preparing documents including flowcharts of revocable trusts, irrevocable trusts including annual exclusion spousal trusts, life insurance trusts, personal residence trusts, grantor retained annuity trusts, charitable remainder annuity trusts, descendants trusts, wills codicils to wills, powers of attorney, health care declarations, IRA beneficiary designations, warranty deeds, trustee documents, homestead waivers, promissory notes, prenuptial agreements, real estate contracts, partnership and corporate documents. Experience calculating interest and gift values for trusts and promissory notes. Assist attorney at client validation/execution conference. Assist with legal research.
Prepare probate documents for formal administrations and summary administrations, arrange for appraisals of real property and tangible personal property, gather and organize asset material for federal estate tax return, if needed.
Preparation of federal estate tax returns and gift tax returns.
Ohio State University, 1963 – 1964.
International Business College, Associates Degree, 1966.
College of the Canyons, Tax and Accounting Courses, received “A” – 1976 – 1977.
Naples Relay for Life: Active Participant.