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, and estate tax returns. Knowledgeable in areas of private wealth management. A unique ability to communicate effectively with clients in difficult situations.
Estate tax and fiduciary tax preparation
Court probate policies
Proficient in Microsoft Office
Extensive legal skill set
Coursework study in basic law classes to further knowledge in the estate tax planning practice.
Professional coursework study
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