Meredith K. Keever

***. Breckenridge Court, Hendersonville, North Carolina 28739

Tel. 828-***-****; Cell 828-***-****

abivmu@r.postjobfree.com

Professional Experience

Loviscky & Associates, LLC; State College, Pennsylvania

6/15/10-Present

Estate Planning Paralegal - Independent Contractor (Virtual)

. Prepare sophisticated estate plan documents and client correspondence

on an as-needed basis

. Assist founding partner in formulating estate and charitable planning

techniques for high net worth clients

Williams Coulson Johnson Lloyd Parker & Tedesco; Pittsburgh, Pennsylvania

1992-6/30/10

Senior Trusts & Estates Paralegal

. Review existing and draft new/proposed complex estate planning,

business succession planning and charitable planning documents

. Design flow chart illustrations with document summaries and IRC

references

. Perform personal and fiduciary income and gift tax services for high

net worth clients

. Compose form documents and questionnaires; manage library of planning

forms

. Research tax regulations and estate planning materials

. Communicate with clients to obtain personal information and explain

planning techniques

. Maintain a home office and work on a telecommuting basis (2001-2009);

serve as the firm's presence for clients in North Carolina

. Average 120-140 billable hours per month

Strauss & Associates; Asheville, North Carolina

2002-2007

Trusts & Estates Paralegal - Independent Contractor

. Prepare sophisticated estate plan documents on an as-needed basis

. Assist senior partner in discussing estate and charitable planning

techniques with high net worth clients

. Utilize the Wealth Counsel document preparation system

Coldwell Banker; Pittsurgh, Pennsylvania

Real Estate Agent 1993-

1998

Mellon Bank, N.A.; Pittsburgh, Pennsylvania 1982-

1992

Senior Estate and Fiduciary Tax Officer

. Prepare federal estate and state inheritance tax returns for large

estates

. Prepare personal income tax returns

. Maintain an account load in excess of 750 tax returns and filings

Wachovia Bank; Winston-Salem, North Carolina 1980-

1982

Estate Tax Officer

Garland & Alala; Gastonia, North Carolina

1976-1980

Tax and Estate Administration Paralegal

Education

ABA National Graduate Trust School; Northwestern University

1984-1987

Professional Certification, with honors

National Center for Legal Training; Atlanta, Georgia

1975

Paralegal Certification

Meredith College; Raleigh, North Carolina

1970-1974

B.A. English, Cum Laude

Professional Skills and Qualifications

Extensive trusts and estates experience in tax, administration and planning

from legal and corporate fiduciary perspectives

Expertise in drafting accurate and grammatically correct documents and in

the development and maintenance of customized forms

Excellent communication, research and organizational skills

Strong professional and personal ability to work with clients

High energy, positive attitude, attention to detail, superior work ethic

Community Affiliations

Carolina Mountain Land Conservancy

Trustee

Editor and proofreader

Events committee chair

Marketing committee member

Development committee member

Capital campaign leader

Laurel Park ABC community service

Secretary, Board of Directors

Blue Ridge Humane Society

Board of Directors

Event planner

Hendersonville Kiwanis Club

Board of Directors

Membership committee chair and program developer

Chamber of Commerce representative

References available upon request

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