UCLA Extension: Attorney Assistant Training Program: Litigation/Corporations,
ABA Approved Certificate, 2003
University of California, Irvine,
Bachelors of Arts: Economics, 2000
Thompson Coburn LLP
Freedman Weisz LLP
Silver & Freedman, APLC
Law Offices of Caren R. Nielsen
McDermott Will & Emery, LLP
Law Offices of Mitchell A. Karasov
Monica is a paralegal with 11 years of experience in trust and estate administration and also supports corporate matters.
Monica handles probate proceedings from start to finish, which includes locating and determining probate vs. non-probate assets, preparation of all court documents and pleadings, marshaling estate assets, and obtaining court order for final distribution of assets and discharging of the personal representative. She also has extensive knowledge in administering ancillary probate estates. Monica also handles court supervised Trust matters, Conservatorship and Guardianship matters, and calendars court hearing dates, tax return deadlines and trust administration due dates. Monica assists attorneys in collecting and analyzing information for use in preparation of estate tax returns, gift tax returns and sub-trust allocation and funding.
Monica works closely with clients in funding their trusts and assisting in transfer of assets by working with title companies and various banking institutions. Monica prepares and records title transfer documents, such as Deeds and supporting forms, with various counties.
Monica assists corporate clients by organizing and managing corporate minute books. Monica is responsible for the preparation of documents associated with the formation of new entities and registration/renewals associated with these entities, as well as issuance and transfer of stock certificates.
Monica has extensive client contact and works closely with fiduciaries, personal representatives, and accountants. She has valuable and beneficial relationships with the clerks at the County Recorder and County Assessor offices, Title Companies, financial institutions, State Courts, estate appraisers, bond companies and newspapers to arrange probate publications.