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Trusts and Estates Attorney, Partner Resume Example

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TRUSTS AND ESTATES ATTORNEY, PARTNER
Summary

20+ year experienced Trusts and Estates attorney who is highly effective at communicating with clients and their trusted advisors to develop and implement a comprehensive estate plan. Dedicated Make-A-Wish Maine volunteer who has served on the Board of Directors and as a Co-Chair of the highly successful Chips N Dips event that increased its net revenue by 325% this year.

Highlights
  • Estate and gift tax planning
  • Charitable planned giving
  • Estate and trust administration
  • Wealth and business transition planning
  • Professional and personable
  • Effective communicator
  • Compassionate advocate
  • Exceptional relationship developer and steward
Accomplishments

Bar Admissions: Maine and New Hampshire (1994)

Maine State Bar Association (Member 1994-present)

New Hampshire State Bar Association (Member 1994 -present)

Cumberland County Bar Association (1994 -present)

Maine Estate Planning Council (Member 1995 - present)

Maine Estate Planning Council (Board of Directors 2001-2011, President 2007-2008)

Experience
12/1995 to Current
Trusts and Estates Attorney, PartnerMarquette University - Milwaukee , WI

Provide clients with high quality legal services, including representation with regard to wills, trusts, power of attorneys, advance health care directives, estate and gift tax planning; planned giving, elder law planning, probate administration, trust administration, business and wealth transition planning. Represent individuals, fiduciaries, beneficiaries and business owners. Serve as Personal Representative and Trustee. Actively participate in the management of 15-18 attorney firm. Served on the management committee, marketing committee, budget committee and as managing partner. Active in client development and stewardship. Mentor to partners and associates.

01/2010 to Current
Volunteer, Board of Directors, Committee MemberCbl - Laredo , TX

Active member of the Board of Directors: participated in development throughout board term, served as co-chair of the strategic planning committee, chair of the human resources committee, member of original Chips N Dips team and co-chair of event for 2 years, member of the executive search committee for the chapter CEO, and appointed Board Member for quarterly national liaison calls. Board of Directors term expired in August 2015, eligible to return to the Board of Directors in September 2016. Continue to serve as a non-board member volunteer on the human resources committee and the Portland regional development committee.

03/2007 to Current
Volunteer, Committee MemberKenneth J. Higgins Scholarship Committee - City , STATE

Participate in the annual screening, interview and selection process for post-secondary education scholarships.

01/2009 to 12/2010
Adjunct ProfessorMerrimack College - City , STATE

Prepared course materials, prepared lesson plans, and taught the comprehensive FP106 Estate Planning course to students preparing for the Certified Financial Planning (CFP) examination.

01/2006 to 12/2010
Volunteer, Board of DirectorsUnited Way Of Greater Portland Foundation - City , STATE
09/1989 to 07/1991
Portfolio AccountantState Street Bank - City , STATE
Education
1989
Bachelor of Science: Business AdministrationUniversity of New Hampshire - City, State
1994
Juris DoctorUniversity of New Hampshire School of Law (formerly Franklin Pierce Law Center) - City, State

Selected to participate in Federal Judicial Clerk Internship Program, Intern Clerk for the Honorable Steven J. McAuliffe, United Stated District Court, New Hampshire. (1993/1994 academic year).

1988
International Business ProgramUniversite de Grenoble, Spring Semester - City, State
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Resume Overview

School Attended

  • University of New Hampshire
  • University of New Hampshire School of Law (formerly Franklin Pierce Law Center)
  • Universite de Grenoble, Spring Semester

Job Titles Held:

  • Trusts and Estates Attorney, Partner
  • Volunteer, Board of Directors, Committee Member
  • Volunteer, Committee Member
  • Adjunct Professor
  • Volunteer, Board of Directors
  • Portfolio Accountant

Degrees

  • Bachelor of Science : Business Administration
    Juris Doctor
    International Business Program

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