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Paralegal Real Estate IP Wills, Trust & Estate

Location:
Boston, MA, 02199
Posted:
January 01, 2024

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Resume:

CHERYL VISCONT

P.O. Box ******, Boston, Massachusetts 02199 617-***-**** ad2c2l@r.postjobfree.com

PARALEGAL IP LEGAL ASSISTANT

Experienced legal professional with expertise in corporate, real estate, intellectual property, Wills Trust & Estate and commercial litigation. Certification in Intellectual Property Law and Civil Litigation.

Management of exhibits, preparing witnesses, setting up and attending trial.

10+ commercial real estate experience and legal knowledge in all phases of litigation.

Managed extensive case load surpassing productivity results obtaining significant revenue.

Maintain attorney calendar for court deadlines.

Assist attorneys in all aspects of the litigation process from initial intake through trial and appeal process. Inclusive of drafting complaints, pleadings, contracts, appeals and completion of financial affidavits.

Review of discovery, maintaining documents and deposition transcripts, answers to interrogatories, production of documents (plaintiff defendant binder) 1700 billable hours annually.

Strong legal research via Westlaw; MA Rules of Civil Procedure; knowledge of Court rules and filing requirements.

Assist in drafting of complex Wills, quitclaim deeds, property transfer tax and Social Security administration claims.

Proofread, edit and prepare documents required to form corporations, partnerships, and limited liability companies.

High level of organization and attention to detail.

Self-starter, work well independently and as a team.

EDUCATION

Cont’d Education – Post Master’s Doctorate Studies

M.S - NOVA SOUTHEASTERN UNIVERSITY, Ft. Lauderdale, FL

B.A - NORWICH UNIVERSITY/Vermont College, Northfield, VT

LICENSES CERTIFICATION

Intellectual Property Law Certification – Hale and Dorr LLP Scholarship MCLE (Completed Nov. 2017)

Certified Paralegal Civil litigation (ABA approved)

MA Real Estate Broker Massachusetts Notary

SOFTWARE APPLICATIONS

Microsoft Outlook (calendaring), Excel, Abacus law & accounting, Serengeti accounting software (tracking client matters invoices, aged a/c receivables and current paid unpaid invoices), Adobe Pro, (redactions, electronic signature, hyperlink, scanning), Interchange file, Windows 7 & 10, Pacer, Westlaw and LexisNexis. Management of database, including design and implementation.

EXPERIENCE

COMMERCIAL REAL ESTATE / PARALEGAL - Boston, MA

11/2007 – Present

Commercial Real Estate Legal Consultant

Prepare, edit and review all contractual agreements and legal documents. Ensure both standard and non-standard provisions are addressed in the contracts for timely execution.

Research corporations, including public records for LLC, LP and P.C, entities; confirm corporate entity, shareholders and real estate pertaining to property ownership, title and recorded deed; complete title and survey review to facilitate commercial loans and acquisitions.

Prepare detailed research and valuation analyses for investments and market segments, and capitalization rate formula to determine profitability.

Trained, developed and managed staff.

Direct and manage all financial aspects of the business.

COMMONWEALTH OF MASSACHUSETTS - Boston, MA

2/2017 - 10/2017 – through KNF&T Contract Assignment

Paralegal Legal Support Public Records Liaison

Processed public records requests ensuring compliance with agency rules privacy and redaction of exemptions and privileged information. Liaise and coordinate with legal support staff.

Drafted and prepared all responsive correspondence with supporting documents, including fee estimates, and 10-day interim, final response and closure letters.

Researched, identified and reviewed responsive documents for compliance with state and federal laws and regulations, including the Freedom of Information Act (FOIA).

Reviewed investor financial profiles and memoranda to ensure completeness and accuracy. Redacted privileged information. Tracked responsive timelines via Excel spreadsheet and database.

Streamlined responsive process through advanced technology, including the merger of multiple PDF documents through Interchange software for transmission.

JEFFREY GLASSMAN/NEIL COHEN ESQ. - Boston, MA

2001 - 2003

Sr. Paralegal, Civil litigation

Managed extensive case load for personal injury firm surpassing productivity results obtaining significant revenue.

Prioritized multiple tasks to meet deadlines in a fast paced environment.

Managed client intake; drafted complaints, motions, stipulations, orders, stipulated agreements and prepared complex briefs in preparation for trial; reviewed agreements for detail and accuracy; monitored dockets to meet deadlines.

Conducted initial client intake. Prepared service of process and filed with Clerk of the Court.

Accounted for PIP medical bills, analyzed lost wages and liaised with medical insurance companies to settle claims; prepared releases for insurers, defendants and plaintiffs, prepared and filed financial affidavits.

Researched case using LexisNexis, Westlaw and Premise; performed cite checking.

Supervised legal support staff and interns.

BOOSE CASEY CIKLIN LUBITZ MARTENS MCBANE & OCONNELL- W. Palm Beach, FL

1999 - 2000

Paralegal- CLA certification designation.

Supported six equity partners in commercial litigation, corporate, real estate, and family law.

Scheduled depositions, pretrial hearings, arbitration and mediation.

Prepared new filings for corporations, partnerships and limited liability companies; prepared & filed

annual reports in states where corporations and incorporated are qualified to do business; prepared corporate documents for mergers and acquisition and the formation of corporate entities; drafted corporate documents, managed closing and shareholder documents and Secretary of State filings under Article 9 (the rules governing transactions to implement Article 9) of the Uniform Commercial Code (UCC) filings.

Assisted attorneys with drafting complaints, amended complaints, pretrial motions, request to produce and interrogatories; discovery responses, relief from stay, proof of claim, notices of hearings and certificate of service.

Organized paperwork and electronic documents to prepare exhibits for deposition or trial. 1700 billable hours.

Maintained witness files, deposition transcript and trial exhibit logs. Monitored and tracked all claims filed with the US federal bankruptcy Court via Excel and Pacer.

HURD, HORVATH & DINKIN, P.A. - Palm Beach Gardens, FL

1996 - 1998

Paralegal

Assisted attorneys with research and preparation of motions, proof of claim, hearings and certificate of service for bankruptcy claims.

Streamlined and created revitalization strategy capitalizing on significant revenue for the collection of civil judgments.

Assisted with SEC filings, prepared and conducted UCC filings, monitored and tracked all claims filed with the US federal bankruptcy Court.

Researched complex assignments and cases via Pacer, Westlaw and LexisNexis.

RISO KAGAKU CORPORATION – Danvers, MA

Director, Human Resources/Compensation

Directed and administered all HR recruiting and compensation analysis for the US start-up operation.

Devised corporate policy & procedures, job descriptions, and wage and salary structure. Implemented COBRA, Affirmative Action and EEO ensuring compliance with state and federal law.

Researched, devised and implemented wage and salary compensation program in support of corporate objectives and conducted comparison analysis to comply with industry standard.

Set goals for improvement and designed programs to meet benchmarks.

Ensured competitive compensation in support of hiring and retention of qualified candidates. Directed management full employee lifecycle, including recruitment, development and counseling. Analyzed employee benefit programs and significantly reduced coverage costs while continuing to offer premier coverage for health, dental, LTD, 401K, pension, and corporate auto coverage.

Trained, developed and managed staff.

International travel and collaboration with parent company located in Tokyo.



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