Stephanie M. Theberge assists attorneys and firm clients in their individual and fiduciary roles with trust and estate settlement and administration, including communications with client, document review, and preparation of documents for estate proceedings (both Court and trust administration); draft pleadings for formal and informal administration and maintain docket status; preparation of Federal estate tax returns, including gathering of asset information; maintain legal file, preparation of meeting agendas for client meetings, monitor status of settlement process, assist in fiduciary income tax preparation and income distribution planning for income tax purposes, funding of trusts and coordinate distributions under attorney direction; coordination of appraisals for real estate and tangible personal property and obtaining supporting documents for establishing ownership and value of a decedent’s estate and/or trust assets; and assist with post mortem tax planning.
Stephanie also assists client trustees for high net worth clients of trust and estate practice in various capacities, including assistance in cash management and working with client’s professional team of advisors, including CPAs, money managers, brokers, and legal counsel. She assists fiduciaries in beneficiary requests for distributions as well as assisting fiduciaries of Private Foundations in the preparation of pledge agreements, coordination of annual donations, and coordination of tax information for preparation of annual tax reporting. Stephanie also assists fiduciaries with rental real estate transactions, including rental issues as well as assists and coordinates in negotiations for the sale of real estate through the signing of sales contracts.
In addition, Stephanie has experience assisting clients with estate planning matters, including maintaining various trusts, funding of trusts and maintaining ongoing client status report on active client workload.
Florida Graduate Trust & Wealth Management School, Academic Honors, 2016
Honors & Activities: Tinsley Wells Honor Graduate Award, 2016
Florida Registered Paralegal, 2008