Organizational Development Estate Tax
Resume:
KERRI L. COUNTS
***********@*****.***
Kerri Counts LinkedIn
EDUCATION
Loyola University Chicago
B.A. in Organizational Development
and Leadership,
December 2009
GPA: 3.742/4.0
Institute for Paralegal Studies
Loyola University Chicago
Certificate in Paralegal Studies, with
honors, December 2009,
American Bar Association
approved post-baccalaureate
program
COMPUTER SKILLS
Microsoft Word, Excel and
Outlook, iManage, EstateVal,
Gravity, a cloud-based
accounting system
LEGAL EXPERIENCE
InContext Advisors, Chicago IL
Paralegal (January 2018 to present)
• Communicate proactively with Investment Advisors, Tax Preparers, Attorneys and Insurance Carriers.
• Collaborate with in-house and outside Attorneys in the analysis, calculation and preparation of gift tax and estate tax returns.
• Draft complex corporate transactions, trust and estate documents.
• Research, draft and record property deeds.
• Prepare trust accountings, consisting of lengthy and varied holdings.
• Formation and maintenance of corporate entities, including the drafting of operating documents for Illinois, Delaware, Florida and Wyoming. Assist in preparation of client meetings, attend client meetings and support with follow through of action items.
Taft Law, Chicago IL
Paralegal (December 2014 to December 2017)
Singly supported four Estate Planning/Probate Attorneys and occasional projects with Corporate and Litigation Attorneys; receiving commendations from all.
• Drafted court documents and related probate documents based on research of Illinois, Wisconsin, Indiana and Florida probate proceedings.
• Assisted Attorneys in preparation of gift and estate tax returns.
• Prepared business entity and charitable organization formation documents; filed annual reports.
• Prepared documents related to the transfer of assets, including deeds, notices of withdrawal rights and assignments.
• Cultivated a professional and trusting relationship with clients.
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Baker & McKenzie, Chicago IL
Analyst (2004 to 2017)
• Determined the financial incentive to attorneys for an average 1000 new clients a month for the 76 offices of a large, international law firm.
• Performed complex corporate research and coordinated findings from Dun & Bradstreet, LexisNexis and Attorneys.
Worked independently with a high degree of accuracy and professionalism, using sound decision making to calculate percentages that reflected the involvement of Attorneys in the acquisition of new clients. Maintained a customer service-oriented manner with Attorneys and staff. Conflicts Senior Staff Assistant (1999-2004)
• Corresponded professionally and diplomatically with offices worldwide to ensure information for compliance in conflict checking.
• Researched internal policies and internet information to determine relevant entries for the firm’s database.
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