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Estate Planning Associate

Location:
United States
Posted:
July 23, 2010

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Resume:

Ena Patel

**** ******* ****. #***

Los Angeles, CA 90035

213-***-****

gi5l3u@r.postjobfree.com

BAR/COURT ADMISSIONS:

California, December 2008; U.S. Tax Court, April 2009; New York, April 2010 (oath pending)

EDUCATION:

Loyola Law School, Los Angeles

Juris Doctor, May 2008

GPA/Class Rank: 3.54/within .02 of Top 25%

Activities: Student Bar Association, External Chair; Entertainment & Sports Law Society, Member; South Asian Law Student Association, Member

University of Southern California (“USC”), Los Angeles

B.A. in Political Science, Minor in Law & Society, July 2005

Activities: Southern California Indian Americans, Member; Hindu Student Organization, Member; USC Club Soccer, Member; USC Anjaane Dance Team, Member

LEGAL EXPERIENCE:

Shoreline Estate Planning LLC – Los Angeles, CA February 2010 – present

• Drafted estate planning documents (wills, trusts, AHCD, assignments, deeds, LLC documents)

• A-B, A-B-C, SPAT trusts

• Certifications of Trust

• Restatements of Trust

• Trust Addendums

• Assignments of LLCs, interest in Corporations, and other personal property

• Pour-over wills & Regular wills

• Limited Durable Powers of Attorney

• Trust Transfer Grant Deeds

• Marital Property Agreements

• Client interaction and consultation regarding business entity formation and maintenance

Kreger & Bjornson– Pacific Palisades, CA February 2009 – November 2009

Attorney

• Drafted estate planning documents (wills, trusts, AHCD, assignments, deeds, LLC documents)

• A-B, A-B-C, SPAT trusts

• Irrevocable Life Insurance Trusts

• Certifications of Trust

• Restatements of Trust

• Trust Addendums

• Assignments of LLCs, interest in Corporations, and other personal property

• Pour-over wills & Regular wills

• Limited Durable Powers of Attorney

• Trust Transfer Grant Deeds

• Marital Property Agreements

• Trustee Appointments & Resignations

• Prepared Tax Returns & Accountings

• Form 709 – Gift Tax Returns

• Form 706 – Estate Tax Returns & Valuation of Assets

• Form 1041 – Trust Tax Returns

• Trust Accountings

• Drafted and edited litigation briefs and probate filings

• Heggstad Petitions

• Motions to Continue

• Probate Petitions and related filings

• Trust Administration

• Lodging of Wills with Superior Courts in Los Angeles County

• Affidavits of Death

• Death of Real Property Owner filings with County Recorder

• Valuation of Assets

• Entity Formation

• Registering business entities with the Secretary of State of California (LLC, LPs, etc)

• Obtaining EINs

• Drafting Articles of Incorporation and Operating Agreements

• Assignment of property into corporations

• Researched various estate planning, property, family, and tax law litigation issues

Federal Trade Commission – Los Angeles, CA Spring 2008

Law Clerk

• Conducted consumer interviews

• Drafted declarations and affidavits and edited litigation briefs

• Researched various bankruptcy, property, family, and tax law litigation issues

Concord Music Group – Beverly Hills, CA Summer 2007

Law Clerk

• Drafted recording and sideartist agreement summaries for current and former artists

• Researched various bankruptcy and copyright issues

• Prepared class action suit regarding copyright infringement along with supervising attorney

• Updated current artist roster regarding advances, recording budgets, and contract terms

Volunteer Income Tax Assistance Program – Los Angeles, CA Spring 2007

Extern

• Assisted lower income families with filing tax returns

• Worked in cooperation with other externs in determining the best filing status for each client

E! Networks – Los Angeles, CA Summer 2006

Standards & Practices Intern

• Collaborated with department head in managing daily workflow in Program Planning and Business & Legal

• Reviewed selected programming and advertising content to ensure compliance with Standards & Practices guidelines of all E! Networks, both domestically and internationally

• Identified possible defamation, false-light, invasion of privacy, and other legal issues raised by program content

SKILLS:

MS Office, LexisNexis Certified, Westlaw Certified, Internet Research, Concordance (tutorials completed), Summation (tutorials completed), PCLaw, Worldox, Prosystemfx Tax Software

INTERESTS:

USC football, Lakers basketball, Dodgers baseball, traveling, music, movies



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