Associate Attorney resume example with 10+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Attorney whose practice is focused on estate planning, probate and trust administration, and guardianships
Skills
Fluent in Spanish
Experience
Mar2015 to 05/2021Associate AttorneyHawkins Parnell Thackston & Young Llp | Atlanta, GA,
Advise clients regarding various estate planning vehicles and design estate plans to meet client’s goals, including revocable living trusts, Last Will and Testaments, Powers of Attorney and Directive to Physicians.
Advise clients regarding more complex estate planning vehicles such as Asset Protection Trusts incorporating limited liability companies to provide limited liability while waiting the statutory period when existing creditors can access assets.
Incorporate complex estate planning vehicles for estate tax planning for high net worth clients, including drafting qualified personal residence trusts, Intentionally Deficient Grantor Trusts, along with gifts and sells to IDGTs, and Spousal Lifetime Access Trusts, including preparing separate property agreements as needed.
Business formation, including incorporation limited liability companies, series limited liabilities companies, corporations, and drafted articles of incorporation, by-laws, operating agreements and buy-sell agreements.
Draft purchase agreements between for sell of membership interest/shares for estate planning purposes or to third parties.
Advise clients on charitable distributions and create private foundations through the use of non-profit corporations and trust.
Represent clients in preparing and filing necessary forms and documentation with the IRS for the private foundation to obtain tax exempt status.
Oversee the probate process of deceased person’s estate from start to finish whether representing the administrator or beneficiary including appointing an administrator, negotiating creditor’s claims, selling real property and other assets, and obtaining approval of final accounting and distribution of estate.
Successfully defended contests to wills and actions of the administrator to the benefit of the estate.
Negotiated settlement of estates while representing administrators of estate and beneficiaries of estates.
Counsel and advise Successor Trustees in the administration of trusts, including the division into multiple trusts, including allocating trust assets to the multiple trusts in a fair representation of appreciation and depreciation from the time of death to the time of allocation.
Advise Successor Trustee of the use of Non Judicial Settlement Agreements to modify irrevocable trusts Qualified Personal Residence Trusts Prepared gift tax returns for clients’ annual gifts, including gifts to individuals, Qualified Personal Residence Trusts and other irrevocable, complete gift, trusts.
Prepared simple and complex estate tax returns and all required forms and exhibits.
Filed Estate Tax Returns for portability of the Deceased Spouse Unused Exemption and to allocate Generation Skipping Tax Exemption in a manner different than the automatic allocation, including properly electing a “reverse QTIP” to reduce generation skipping tax and as necessary pay estate tax for high net worth clients.
Represented guardians through the entire process of guardianship, from appointment, preparing annual accountings and reports, to termination and discharge.
Represented proposed protected persons and successfully had guardianship petitions dismissed or successfully argued against a specific guardian being appointed.
07/2012 to 02/2015Associate AttorneyHawkins Parnell Thackston & Young Llp | New York, NY,
Drafted estate plan documents, including trusts, wills, and power of attorney.
Conducted research and drafted memoranda for the managing partner.
Drafted articles about common legal questions for publication in weekly newspaper.
05/2009 to 06/2011Law ClerkState Of North Dakota | Pembina, ND,
Researched issues for attorneys for uncommon questions such as rules for burial of body on own property (research used in a blog post)
Reviewed client estate planning documents to assure all documents had all required signatures and dates.
Updated firm’s database so that all information matched that of the most current documents.
Education and Training
Expected in 2012Master of Laws | TaxationGeorgetown University Law Center, Washington, District ofGPA:
Expected in 2012Certificate in Estate Planning | , , GPA:
Expected in 2011Juris Doctor | William S. Boyd School of Law, University of Nevada, Las Vegas Las Vegas, NevadaGPA: Activities: J. Reuben Clark Law Society, President, J. Reuben Clark Law Society, Secretary
Expected in 2008Bachelor of Arts | AccountingUniversity of Utah Salt, Lake City, UtahGPA:
Activities and Honors
Member of Probate and Trust Section
Member of Southern Nevada Estate Planning Counsel
Regular presenter of Probate CLE with National Business Institute
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Resume Overview
School Attended
Georgetown University Law Center
William S. Boyd School of Law, University of Nevada