Spirited and accomplished individual with more than 20 years of experience in the legal profession, a strong background in the preparation of annual accountings, fiduciary income tax returns, estate tax returns and private wealth, excellent implementation skills, and the ability to communicate effectively.
Estate tax and fiduciary tax preparation
Court probate policies
Attention to detail
Coursework study in basic law classes to further knowledge in the estate tax planning practice.
Professional coursework study
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