Nassau Estate
Resume:
Bonnie L. Kujan
*** ******* ***** ****** *****, New York 11951
Skills and Abilities Highly organized candidate who is thorough and detail oriented with a demonstrated commitment to excellence. Ethics oriented working style and known for discretion and confidentiality. Proven ability to thrive in a fast pace environment
Experience SHIVERS LAW GROUP, P.C., Sayville, N.Y.
April, 2019 to present
Prepared Wills, Pour-Over Wills, Irrevocable Trusts, Revocable Trusts and
Supplemental Needs Trusts, and advanced directives.
Prepared Deeds and transfer documents for New York Deeds. Work with U.S. Deeds for deeds outside of New York State.
Prepared Medicaid applications from start to finish in Nassau and Suffolk Counties. Prepared Probate and Administration documents. Assisted in the collection and administration of Estate assets. Maintain Estate/Trust bank accounts.
STEFANS AND ASSOCIATES, Woodbury, NY.
October 2017 to April, 2019
Prepared Wills, Pour-Over Wills, Irrevocable Trusts, Revocable Trusts and
Supplemental Needs Trusts, and advanced directives.
Prepared Deeds and transfer documents for New York Deeds. Work with U.S. Deeds for deeds outside of New York State.
Prepared Medicaid applications from start to finish in Nassau and Suffolk Counties. Prepared Probate and Administration documents. Assisted in the collection and administration of Estate assets. Maintain Estate/Trust bank accounts.
FELDMAN, KRAMER & MONACO, PC., Hauppauge, NY.
January 2015 -June 2016
Prepared Wills, Pour-Over Wills, Irrevocable Trusts, Revocable Trusts and
Supplemental Needs Trusts, and advanced directives.
Maintain and process all client records, files and legal documents.
TWOMEY, LATHAM SHEA, KELLEY, et al., Riverhead, N.Y.
February 2012-April 2014.
Prepared Wills, Pour-Over Wills, Irrevocable Trusts, Revocable Trusts and
Supplemental Needs Trusts, and advanced directives.
Prepared Deeds and transfer documents for New York Deeds. Work with U.S. Deeds for deeds outside of New York State.
Prepared and file documentation to establish New York and Florida Corporations and/or Limited Liability Corporations and
Prepared Medicaid applications from start to finish in Nassau and Suffolk Counties. Prepared Probate and Administration documents. Assisted in the collection and administration of Estate assets. Maintain Estate/Trust bank accounts.
Prepare Federal and New York State Estate and Fiduciary Income Tax Returns.
VINCENT J. RUSSO & ASSOCIATES, PC, Islandia, NY.
March, 200 I - October 2011.
Prepared Wills, Pour-Over Wills, Irrevocable Trusts, Revocable Trusts and
Supplemental Needs Trusts, and advanced directives.
Prepared Deeds and transfer documents for New York Deeds. Work with U.S. Deeds for deeds outside of New York State.
Prepared contracts of sale and Real Estate Transactions from start to finish.
Prepared Probate and Administration documents. Assisted in the collection and administration of Estate assets. Maintain Estate/Trust bank accounts.
Prepare Federal and New York State Estate and Fiduciary Income Tax Returns.
McNULTY-SPIESS, Riverhead, N.Y.
June 1987 -December 2000.
Prepared Wills and advanced directives.
Prepared Deeds and transfer documents for New York Deeds. Work with U.S. Deeds for deeds outside of New York State.
Prepared contracts of sale and Real Estate Transactions from start to finish Prepared all Supreme Court and Justice Court litigation documents
Prepared Probate and Administration documents. Assisted in the collection and administration of Estate assets. Maintain Estate/Trust bank accounts.
Prepare Federal and New York State Estate and Fiduciary Income Tax Returns.
Proficient in: Word, Word Perfect, TimeMatters, Smokeball, Ho!Docs, PCLaw, Excel,
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