Real Estate Life Insurance
Resume:
Resume Detail
Resume Title GRAD STUDENT
Category Legal
Full Name AHMAD A GAGE
Current Location
Phone 610-***-****
Experience Level 10 years & above
Most Advanced Degree Master of Science/Engineering
Target Job Full Position
Target Position Paralegal, Fiduciary Accountant, Trust Administrator
Target Salary 45,000 USD/Year
Target Location States of DE PA, Will not relocate
Credit 1
Posted/Last Updated November 30, 2012
Resume Body
AHMAD A. R. GAGE
154 LAUREL ROAD
SHARON HILL, PA 19079
abp4c8@r.postjobfree.com
EDUCATION
Walden University, Master in Public Policy with a concentration in Law and Policy Candidate
Kaplan University, Bachelor in Science in Paralegal Studies, GPA 3.05
Community College of Philadelphia Associate in Science with honors in Paralegal Studies, GPA 3.44
CONTINUING LEGAL EDUCATION
American Banking Association Trust School I
Certificate, Cannon Trust Tax School at the University of Notre Dame
Certificate, First Union Tax Academy
First Union University, Courses in Mutual Funds and Investments
Pennsylvania Bar Association, Continuing Coursework
Social Security Law, Advanced Trust and Estate Administration, Life Insurance, Real Estate Law Institute, Fiduciary Law and Advanced Fiduciary Taxation
PROFESSIONAL EXPERIENCE
Collector March 2009-January 2011
Progressive Financial Services
Collect defaulted student loans for the US Department of Education. Skip tracing, adhering to regulatory collection practices and other administrative duties as requested.
Paralegal December 1996 - Present
Independent Contractor
Assisted several attorneys who needed part-time help. Drafted and sent Crummey notices to beneficiaries of Life Insurance Trusts, Fiduciary Accounting for NJ, NY, PA and FL.
Drafted and reviewed documents (contracts, wills, trusts, deeds, leases). Conducted legal research. Handling IRA's that are assets of a trust.
Prepared memorandums. Assisted with trust and estate litigation, estate planning, estate and Inheritance tax returns, probate, and medicare planning.
Prepared demand letters and settlement agreements, receipt and releases, and collected medical records. Handled Social Security claims.
Conducted property searches as well as commercial and/or residential rental properties asset searches
Prepared Personal Injury Claims.
Assisted with Family Law, Criminal Law, Driver's License Restoration and Estate
Administration matters.
Conducted document review regarding real estate contracts, deeds, and commercial real estate agreements.
Tax Preparer/Manager January 2009-March 2009
Express Tax Service, Philadelphia, PA
Preparing personal income tax returns, training new tax preparers, testing the software.
Handle all of the checks and debit cards for all satellite sites, review returns prepared by entry-level preparers.
Develop procedures for all sites, update preparers on any changes.
Trust Tax Advisor January 2008 - April 2008
AST Capital Trust, Wilmington, DE
Seasonal position. Maintained trust accounts in conjunction with attorneys and Trust and Estate Administrators. Opened new trusts.
Reviewed assets to ensure compliance with Patriot Act requirements. Conducted legal research. Drafted memorandums for IRS audits.
Ensure income tax compliance in accordance with Trust Instrument.
Reviewed trust documents and wills for dispositve provisions, powers of appointment, and GST Issue.
Prepared the State and Federal 1041 s and PA Inheritance Remainder Tax returns for each trust. Ensured that the securities and bonds are properly treated in the trust. Calculated and paid estimated tax payments. Assisted with estate and tax planning. Reviewed court accounting for accuracy.
Paralegal
Robert Half, Philadelphia, PA December 2006 - October 2007
Multiple contractual assignments within Commercial Real Estate and Estate Administration practices.
Lead Paralegal August 2005 - October 2006
The Law Offices of Peter L. Klenk, Philadelphia, PA
Fiduciary Accounting for NY, NJ, PA and FL.
Assisted with trust and estate litigation, trust and estate administration, probate, estate planning and medicare planning.
Drafted estate documents.
Prepared tax returns for various situses as well as federal returns (706 s, 1041 s, Inheritance Tax returns, Gift tax returns, various states fiduciary tax returns).
Reviewed wills and trust documents for dispositive provisions, GST Issues and termination requirements.
Drafted family settlement agreements, receipt and releases.
Transferred real estate and drafted deeds.
Drafted and sent Crummey notices to beneficiaries of Life Insurance Trusts.
Handling IRA's that are assets of a trust and liquidating IRA's for the beneficiaries.
Initiated the Client Newsletter. Managed other paralegals and legal assistants.
Delegated cases and assisted with managerial duties.
Trust Tax Advisor October 1999 - August 2005
Wachovia National Bank (formerly, First Union National Bank), Philadelphia, PA
Authored "Special Needs Trust", "Disclaimers" and "Taxation of Trust Income" articles for the Wachovia Wealth Management Trust Tax Newsletter.
Worked in conjunction with attorneys and Trust and Estate Administrators to maintain trust accounts. Prepared and responded to correspondence from clients.
Opened new trusts.
Reviewed the assets to ensure compliance with Patriot Act requirements.
Conducted legal research and wrote memorandums for IRS audits.
Verified income is taxed according to the Trust Instrument.
Reviewed trust documents and wills for dispositve provisions, powers of appointment, GST Issue.
Prepared the State and Federal 1041 s and PA Inheritance Remainder Tax returns for each trust and ensured that the securities and bonds are properly treated in the trust.
Calculated and paid estimated tax payments.
Assisted with estate and tax planning.
Reviewed court accounting for accuracy. Handled banking transactions. Assisted with trust and estate litigation. Combined efforts with Investment advisors, brokers and relationship managers.
COMPUTER SKILLS
Zane, Trust-Ease, ProSystems, Microsoft Office
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