Stamford, CT 06905
Paralegal/Fiduciary Accountant/Business Owner (May 2008 – Present)
P & C Paralegal Services
Perform all aspects of trust and estate administration, including accounting and tax preparation, for various law firms and individuals that outsource work to my office. Additional areas of law include estate planning, real estate, Medicaid, special needs advocacy, income tax and other administrative projects.
Paralegal/Fiduciary Accountant – (2005 – May 2008)
Day Pitney LLP, Stamford, CT
Prepared probate, administration and other court documents.
Prepared individual, gift, fiduciary and estate tax returns.
Prepared Informal and Formal Accountings.
Reconciled all estate and trust accounts.
Managed financial reports and prepared spreadsheets of income and expenses, tax projections and commissions.
Handled all aspects of estate and trust administration.
Fiduciary Accountant/Trust and Estate Administrator - (2001 - 2005)
Cummings & Lockwood LLC, Stamford, CT
Handled all aspects of estate and trust administration, including marshalling assets, transferring funds, paying creditors, funding trusts and making distributions.
Prepared state and federal estate, gift, fiduciary and individual income tax returns and tax estimates.
Prepared Intermediate and Final Accounts.
Handled calendar of all estate and trust due dates and follow-up on same.
Managed clients' individual finances and prepared tax and expense projections.
Trust and Estate Administrator - (2000 - 2001)
Rosenman & Colin LLP, New York, NY
Prepared probate and administration documents for filing in Surrogate's Courts.
Prepared accountings and estate tax returns.
Prepared Disclaimers and Receipts and Releases.
Paralegal - (1999 - 2000)
Greenberg Traurig, New York, NY
Prepared fiduciary and estate tax returns and Intermediate and Final Accounts.
Prepared all legal documents related to probate and administration proceedings.
Handled assignment of employer identification numbers.
Paralegal - (1991 - 1999)
Law Offices of Wallace Leinheardt, Kew Gardens, NY
Reconciled and balanced estate and guardian bank accounts.
Distributed estate funds; prepared Receipts and Release, Informal and Final Accountings and federal and state estate tax returns.
Record-keeping, accounts receivable, accounts payable, balanced law office accounts and created financial reports and spreadsheets.
FAS/FPS, Prosystem; FET; FGT; Javelan TIO; Hotdocs; EstateVal; Zane; Microsoft Excel, Outlook, Word; WordPerfect; Quicken; Timeslips; Bill 4 Time
Queens College – B.A. Political Science (1992)