Suzanne is responsible for managing the myriad details of estates and trusts. These include:
- Preparing estate documents such as petition to probate, receipts and releases, renunciations, family settlement agreements, liquidation/authorization letters
- Organizing and indexing estate and trust documents
- Obtaining date of death valuations of assets
- Marshalling assets
- Creating charts of accounts for estates and trusts and maintaining their financial records Obtaining tax ID numbers
- Preparing, assembling and organizing federal and state estate tax returns and Pennsylvania inheritance tax returns
- Communicating with partners, associates and clients, as well as with fiduciary accountants, brokers and financial advisors
- Taking inventory of assets and arranging for their appraisal and distribution
Education
- West Chester University, Master of Science Summa Cum Laude in Criminal Justice
- West Chester University, Bachelor of Science Cum Laude in Criminal Justice
- Villanova University, Paralegal Certificate
Memberships
- Chester County Paralegal Association
