Practices

• Estate Planning & Administration

Biography

With more than 24 years of experience as a paralegal, Carol has knowledge of all aspects of trust and estate administration including drafting of pleadings; filing estate, guardianship and trust matters in Probate Court; preparation and filing of estate tax returns; and the transfer of assets to estate and trust beneficiaries.

Prior to joining the firm, Carol was a paralegal at Greenebaum Doll & McDonald where she assisted partners and associates in all aspects of estate and trust administration including, but not limited to, the preparation of probate forms, drafting of pleadings, conferencing with magistrates and accountants at Probate Court, estate and trust filings at Probate Court, asset transfers, preparation of estate and trust accountings, and preparation of Federal/State estate and inheritance tax returns.