I assist the attorneys in the preparation and filing of estate and trust proceedings. I work with clients to marshal assets and gather the necessary information to prepare fiduciary accountings. I prepare estate, gift and fiduciary income tax returns to adhere to the necessary reporting requirements. I maintain strong relationships with area professionals to provide and meet varying needs of clients.
Probate and tax laws are constantly changing and updating. I feel it’s important to continue to pursue trending education topics in order to meet the needs and expectations of our clients.
Monroe Community College, Paralegal Certificate
University at Albany, B.S., Accounting
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