A paralegal since 1979, Deborah Mabry focuses her work on estate and trust administration and the preparation of estate tax, gift tax and fiduciary income tax returns.
I have been with the Private Clients group for over 28 years focusing on helping our clients by assisting the attorneys with the preparation of various court documents to open estate and trust administrations. I am detail oriented and use that skill to prepare Inventories and Accountings. I also collect asset information by contacting banks, brokerage firms, life insurance companies and real estate appraisers. Part of my responsibilities includes preparing Accountings, Court Inventories and estate tax returns. In addition, I prepare gift tax returns and fiduciary income tax returns so we can meet the tax reporting requirements of the IRS and state agencies. I’m part of the team and enjoy working closely with our clients.
The Internal Revenue Code isn't getting simpler and the courts are moving in the direction of mandatory e-filing. I stay on top of these ever changing rules and procedures so we can best meet the needs of our clients.
Trusts And Estates | 08.27.20
Trusts And Estates | 04.30.20
NP Trusts & Estates Blog | 11.06.19
Trusts And Estates | 10.21.19
NP Trusts & Estates Blog | 04.30.19
NP Trusts & Estates Blog | 07.31.18
NP Trusts & Estates Blog | 06.05.18
NP Trusts & Estates Blog | 02.06.18
Institute for Paralegal Training, Certificate, Estates and Trusts program
Rochester Institute of Technology, B.S., Department of Criminal Justice
Deborah is a member of the Paralegal Association of Rochester, Inc.