Paralegal Advantage Experience

“More than 30 years of Law Office Experience – and still going”

From the most recent, back through the years–

13 years Gelt, Paddison & Grassgreen P.C., Denver, CO - Paralegal in the fields of estate and tax planning for wealthy individuals and closely held businesses; and trust and estate administration. Areas of expertise: document drafting for estate planning and business transactions; preparation of federal estate tax returns; client correspondence; flow charting; document/closing binders and large-file management.

5 years Bradshaw, Fowler, Proctor & Fairgrave, Des Moines, IA - Paralegal in the fields of large estate planning and trust and estate administration. Areas of expertise: large trust and estate administration, including the preparation of federal estate tax returns, fiduciary income tax returns and asset management and accounting.

8 years Petersen & Eddy Attorneys at Law & Abstract and Title Guaranty Company, Clinton, IA (a dual partnership business) - Office Administrator and Legal Assistant in the fields of real estate, abstracting, estate planning, trust and estate administration, small business transactions and income tax preparation. Areas of expertise: real estate abstracting; drafting of Title Opinions; preparation for real estate closings; drafting estate planning and real estate documents; preparation of individual and fiduciary income tax returns and federal estate tax returns; and general office administration including employee relations, accounting, payroll, withholding compliance, purchasing and accounts payable and receivable.

6 years Roberson Law Office, Maquoketa, IA - Office Manager and Legal Assistant in the fields of real estate, estate planning, small business transactions, family law, probate, estate tax returns and fiduciary, partnership and individual income tax preparation. Areas of expertise: document preparation; FmHA loan closings; preparation in excess of 200 annual income tax returns; and general office management including accounting, payroll, withholding compliance, purchasing and accounts payable and receivable.