Real Estate Health Care

MONICA SAFAPOUR

***** ********** ***., #*, *** Angeles, CA 90049 . 415-***-**** .

*********@*****.***

EDUCATION

Loyola Law School, Los Angeles, California

LL.M. Taxation with Distinction, May 2014; GPA: 3.85

University of the Pacific, McGeorge School of Law, Sacramento, California

Juris Doctor with Distinction, Tax Concentration, May 2009; Class Rank:

Top 30% (56/179)

Honors and Activities: Dean's List, 2006-2009;

Traynor Honor Society, 2009;

Witkin Award for Academic Excellence, Corporate Tax, 2008;

Driscoll Labor Award, 2008-2009;

Academic Achievement Award, 2007-2009;

Barristers Scholarship, 2006-2009;

University of California Los Angeles, Los Angeles, California

Bachelor of Arts in Political Science, June 2005

EXPERIENCE

Wells Fargo Private Bank, Los Angeles, California

Vice President-Wealth Planner/Fiduciary Advisory Specialist, June 2013-

Present[pic]

. Develop customized and comprehensive financial plans for high net worth

clients.

. Provide solutions based on a thorough understanding of clients' personal

values, asset growth and

wealth transfer goals.

. Provide income and estate tax analysis and planning.

. Conduct retirement planning including business succession and cash flow.

. Maintain frequent contact with clients throughout the planning process.

. Present to internal product teams regarding income and estate tax

planning issues.

. Provide fiduciary advice and administration in all Specialized Wealth

Services; specifically, estate settlement, real estate services, and

dynasty trusts.

. Co-Authored "Estate Planning Pitfalls: A Tale of Two Godfathers";

published in the American Bar Association Journal December 2014.

. Proficient in Naviplan, ZCalc, Brentmark, and Wealth Station.

Law Offices of Monica Safapour, San Francisco and Los Angeles, California

Principal Attorney, January 2010-June 2013

. Represent clients in fiduciary litigation and tax controversy cases

against the IRS and FTB.

. Conduct Probate and Trust Administration; prepare accountings, interpret

estate planning instruments,

and ensure compliance with probate and tax laws.

. Draft estate plans, such as living trusts, durable powers of attorney,

wills, and health care directives.

. Assist clients with entity formation, including professional

corporations.

The Atashi Rang Law Firm, San Francisco, California

Of Counsel, January 2010-May 2011

. Represented clients in fiduciary litigation and tax controversy cases

against the IRS and FTB.

. Presented to individuals and families on estate planning and tax issues.

. Drafted estate plans, conducted Probate and Trust Administration.

Margolis & Tisman, LLP, San Francisco, California

Law Clerk (Labor and Employment Law), Summers 2007 and 2008

. Drafted and filed a Petition to Revoke a Subpoena with the National

Labor Relations Board.

. Co-authored mediation briefs, motions to compel discovery, and for

summary judgment.

. Conducted extensive document review and drafted discovery documents.

. Drafted trial preparation materials, such as jury instructions and

expert witness designations.

MEMBERSHIPS, ACTIVITIES, AND LANGUAGES

. Member, State Bar of California, December 1, 2009

. National Vice President, Iranian American Bar Association, 2013-2014

. President, Iranian American Bar Association, Los Angeles Chapter,

2012

. Chair, Bar Association of San Francisco Barristers Tax Group, 2011;

Vice-Chair 2010-2011

. President, Iranian American Bar Association, Northern California

Chapter, 2010-2011

. Fluent in Farsi

Contact this candidate