DOUGLAS N. MILLER

* **** ******, ***. ***

Rye, New York 10580

914-***-****

adat84@r.postjobfree.com

PROFILE:

A paralegal and fiduciary accountant specializing in estate and trust administration including fiduciary accountings and estate tax returns for estates with values up to ($200,000,000) two hundred million dollars.

PROFESSIONAL EXPERIENCE:

INDEPENDENT CONTRACTOR Rye, NY

Fiduciary Accountant/Paralegal November 2017- Present

Preparation of estate and trust Accountings.

Estate Administration.

Preparation of probate and administration documents.

Preparation of federal and New York State estate tax returns.

LITTMAN KROOKS LLP. White Plains, NY Case Manager / Paralegal December 2012- November 2017

Fiduciary Accounting.

Estate Administration.

Preparation of all probate and administration documents.

Knowledge of Surrogate’s Court e-filing.

Collection of assets.

Preparation of estate and fiduciary tax returns.

Preparation of gift tax returns.

Preparation of receipts and releases.

Preparation Inventory of assets.

Preparation of estate and trust accountings.

Distribution of estates.

DOUGLAS MILLER, INC. Rye, NY

Fiduciary Accountant and Estate Administrator February 2008 – December, 2012

Fiduciary accounting and Estate administration for a number of law firms and financial institutions in the NY Metropolitan Area.

Prepared estate and trust accountings as well as estate tax returns.

Clients included Bank of New York Mellon Corp and Debevoise & Plimpton LLP.

Reviewed instruments for 3000+ trusts and estates for which Bank of New York had been appointed fiduciary.

Researched interested parties related to trusts and estates along with pertinent facts related to interested parties.

Established protocol for preparing and delivering Crummey notices for 100+ insurance trusts on a monthly basis for law firm Partners. Set up database for insurance trusts including all pertinent facts relating to each trust.

EISNER & LUBIN LLP. New York, NY

Fiduciary Accountant February 2007 – February 2008

Prepared estate accountings.

Prepared trust accountings.

STROOCK & STROOCK & LAVAN LLP. New York, NY

Paralegal, Trust and Estates September 2001 – January 2007

All aspects of estate administration.

Prepared all probate and administration documents

Prepared estate and trust accountings.

Surrogate’s Court Filings.

Preparation of Crummey notices.

Answered calendar calls at Surrogate’s Court.

IVEY, BARNUM & O’MARA LLC. Greenwich, CT Fiduciary Accountant July 2000 – August 2001

Prepared estate and trust accountings, individual and fiduciary income tax returns and gift tax returns.

Maintained trusts and estates docket.

PARADISE, ALBERTS & FISHER, LLP. New York, NY Fiduciary Accountant January 1998 – March 2000

All aspects of trust administration.

Prepared estate and trust accountings, individual and fiduciary income tax returns and gift tax returns.

Maintained 10+ escrow accounts, and attorneys’ office accounts.

Maintained trusts and estates docket.

ROSEN & READE, LLP. New York, NY

Paralegal, Trusts and Estates August 1996 – December 1997

All aspects of estate administration including preparation of estate tax returns

Prepared all probate and administration documents.

Answered calendar calls at Surrogate’s Court.

Surrogate’s Court filings.

Estate tax audits.

Preparation of Crummy notices.

McCARTHY, FINGAR, et al. White Plains, NY Paralegal, Trusts and Estates April 1991 – August 1996

All aspects of estate administration including preparation of all probate and Administration forms and fiduciary accountings.

Attended calendar calls at Surrogate’s Court.

Surrogate’s Court filings.

Estate tax audits.

COMPUTER SKILLS:

Knowledge of ONESOURCE Accounting, 706, 1041 and 709 Programs, Hot Docs, Word Perfect, Lacerte Income Tax Program, Probate Plus Gift Tax Program, Word 2017, Quicken, and Excel.

EDUCATION:

MERCY COLLEGE, White Plains, NY

Paralegal certificate with distinction.

LONG ISLAND UNIVERSITY GRADUATE SCHOOL, Brookville, NY

M.A. Degree, History.

New York State Teacher Certification.

C.W. POST COLLEGE, Brookville, NY

B.A. Degree History/Secondary Education.

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