Description
SUMMARY OF QUALIFICATIONS Paralegal with over 15 years experience, ability to administer large complex Trusts/Estates from initial death notification to distribution of the assets to the family. Billable hours in 2016, over 1,909 hours, resulting in revenue of $286,335. Extraordinary ability to navigate through corporate divisions and intuitional red-tape to process asset transfers very quickly. Excellent knowledge of Investments, IRA's, RMD's, additionally well versed in Inherited IRA's and Designated Beneficiaries. Extremely knowledgeable in Probate procedure and Trust/Fiduciary laws.
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