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Administrative Support Estate Planning

Location:
New York, NY
Posted:
March 02, 2024

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Resume:

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E l i z a b e t h S . M a u r i c e

Meticulous, results-driven legal support professional providing exceptional and skillful administrative support to Chairman, et. al. - Trusts & Estates Group.

Adept at managing various complex calendars and coordinating extensive travel – both domestic and international; organizing large scale internal and external meetings and events and managing third party vendors.

Equipped with exceptional ability to facilitate all aspects of internal and external communications, support day-to-day administrative, financial, and operational functions by working collaboratively with all levels of attorneys, executives, and support staff. P R O F E S S I ONAL E X P E R I E N C E

Phillips Nizer, LLP November 2003 – February 2024

Legal Secretary to Chairman, et. al. - Trusts & Estates Group November 2003 – February 2024 Supported Chair within a fast paced high volume (3,000 Wills) practice with C Suite level attention to detail and client care.

Assisted with the preparation of Wills and estate planning documents (transnational estate planning and wealth organization for U.S. persons with substantial assets abroad, non-U.S. persons with substantial assets in the United States, and non-U.S. persons of substantial means who plan to become U.S. tax residents or domiciliaries), with heavy emphasis on lifetime giving and estate planning. Responsibilities include:

Assisted Chair in the drafting of simple and complex Wills and trusts, and various types of estate planning documents (ex: NY, NJ, CT, and FL).

Assisted Chair in the representation of individual and corporate executors and trustees in the administration of estates and trusts, including informal and judicial accountings, Will contests and construction proceedings.

Assisted Chair in the preparation of estate and gift tax returns, federal estate tax audits both at the agent and appellate level.

Assisted Chair in the planning for charitable gifts, both outright and in trust.

Efficiently managed the business and personal affairs of the Chairman of a multi-million dollar generating billing practice.

Principal liaison to high-net worth investors, corporate board members, attorneys, accountants, financial institutions, senior level management and their extended family members.

Managed extensive daily calendar; scheduled and prioritized meetings, conference calls and projects.

Managed extensive contact database - updating/editing entries on a regular basis

Maintained confidential files, personnel records and various logs for organized retrieval of information.

Filtered through high volume of telephone calls, e-mail and mail with responsibility for timely follow-up.

Chairman was:

• Recognized by the Best Lawyers In America in the area of Trusts and Estates

(2009 – 2024);

• Selected for inclusion in the Supers Lawyers of America in the area of Estate and Probate (2006-2024);

• AV preeminent rated by Martindale Hubbell (5.0). S UMMARY S T A T E MENT

E X P E R T I S E

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft TEAMS

Microsoft Outlook

DocuSign

Adobe Acrobat

Adobe Photoshop

iManage

HummingbirdDM (now ECM)

Google G Suite

Monday.com

Zoom

Kofax

3E Elite

E D U C A T I ON

Oberlin College, Oberlin OH

B.A. English

(Concentration: Pre-18th Century

Literature)

L I C E N S E S

New York State Licensed Notary

Public

P R O F E S S I ONAL

A S S O C I A T I ONS

National Association of Legal

Secretaries, International

Association of Administrative

Professionals (fka, “Professional

Secretaries International”)

National Notary Association

917-***-****

ad32h4@r.postjobfree.com

New York, NY

linkedin.com/in/elizabeth-

maurice-258875186

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E l i z a b e t h S . M a u r i c e

Legal Secretary to Partner, et. al. - Entertainment Law Group January 2004 – August 2004

Assisted Partner in the representation of multiplatinum recording artists and record producers, songwriters, senior record executives, music publishers, personal managers, recording studios, video, film and television production companies, producers, directors and actors.

Assisted Partner in the structuring, negotiating, drafting and reviewing various agreements including recording and music publishing, soundtrack, label, joint venture, license, asset purchase, employment, film scoring, motion picture and television, endorsement, book publishing, and internet/technology.

Assisted Partner in the negotiation of internet/technology agreements and analyzed internet/technology ventures by acting as an attorney, advisor and consultant to the founders of Napster and Applesoup.com, the Chairman of iVillage.com, the Senior Vice President of Content Acquisition at eMusic, as well as other internet music and multimedia entrepreneurs and pioneers.

Assisted Partner in working in concert with the members of the firm's tax, corporate, real estate, litigation, pension, and matrimonial departments.

Coordinated extensive domestic and international travel arrangements including flight, hotel, car and special services.

Compiled expense reports for business charge reimbursements. Overflow Coverage Legal Assistant November 2003 – February 2024

Worked for various Partners and Associates in: Corporate, Matrimonial, Intellectual Property, Real Estate, and Tax, among others.

Patterson, Belknap, Webb & Tyler, LLP August 2001 – February 2003 Legal Secretary to Partner, et. al. - Real Estate Practice Group and Corporate Litigation Associate November 2001 – February 2003

Assisted partner and real estate department in representing real estate investment trusts (REITs), their "paper clip" companies and investment banks in connection with the acquisition, development and disposition of commercial projects and related joint ventures on a national level.

Assisted corporate clients in handling the sale and acquisition of companies, joint ventures, shareholder rights/buyout situations, as well as day-to-day business issues. Floater August 2001 – November 2001

Assistant to Senior Partners and Associates in various departments, including Antitrust, Arbitration and Alternative Dispute Resolution, CIS, Complex Commercial Litigation, Corporate, Debtor-Creditor, Employment Law, Employee Benefits and Executive Compensation, Intellectual Property, Internet, Media and Entertainment, Products Liability, Securities and Commodities Litigation, Tax, Tax Exempt Organizations, and Trusts and Estates.

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