For the Private Client practice area, Karin drafts documentation initiating probate proceedings, tracks additional court due dates and publication requirements related to estate administration. She coordinates with out-of-state attorneys to commence ancillary proceedings. She works closely with attorneys, trustees, executors, accountants, bankers and financial advisors concerning the marshalling of assets and assists in compiling information related to the preparation of estate income tax, gift tax and fiduciary income tax returns. Karin assists attorneys in the preparation of estate tax returns and determination of probate versus non-probate assets.
She assists in the collection, liquidation and distribution of trust and estate assets, prepares documentation related to closing estates with the court, resolving claim issues with creditors and preparing inventories and final accountings. In conjunction with trustees, facilitates the payment of life insurance premiums related to Irrevocable Insurance Trusts and prepares Crummey Notices. Together with the attorneys, she assists clients in funding their trusts, contacting various banks and brokerages to obtain the necessary documentation for asset transfers and prepares and files deeds transferring property into trusts
In her work with the Corporate and Securities practice area, Karin prepares documents to form corporations and limited liability companies including incorporation, organization, qualification, assumed name certificates, dissolutions, corporate resolutions, bylaws and stock certificates, as well as assists with applications for federal employer identification numbers. She also maintains corporate minute books and stockholder records, in addition to drafting amendments to articles of incorporation, preparing resolutions for directors and shareholders, obtaining certificates of good standing and preparing and filing annual reports and related information in various jurisdictions.
Working with the Banking and Commercial Finance practice area, Karin conducts and reviews lien searches which include judgments, tax liens, litigation, bankruptcy and UCC filings. She also prepares UCC financing statements, amendments, extensions and terminations for filing in various jurisdictions. Karin assists the attorneys in organizing and coordinating various aspects of closing, including assembly and preparation of documents for signature, closing arrangements and distribution of closing materials, as well as obtaining documents to be executed post-closing and coordinates with various parties concerning post-closing follow-up and providing additional documentation, if necessary.