Patricia is a paralegal within the firm’s Tax and Estate Planning group, where she supports attorneys in a wide range of trust and estate tax and administration matters.
With over thirty years of experience in estate and trust administration, Patricia possesses significant expertise in preparing estate, gift, and fiduciary income tax returns. Furthermore, she has provided assistance during IRS audits and various matters relating to estate ang gift taxes. Additionally, she is experienced in drafting wills and trusts, and has worked with financial institutions and trustees throughout the trust administration process. Patricia also provides support for corporate and real estate tasks associated with estate administration.
Credentials
Education
- Roosevelt University, Paralegal Certificate
- University of Wisconsin - Whitewater, B.S.