National Business Institute,
“The Probate Process from Start to Finish”, October 2006
“Estate Administration Procedures", January 2007
“Estate Planning Basics”, June 2007
"Fundamentals of Trust Administration", October 2008
Sawyer College of Business,
Secretarial I Course, 1988
Purdue University Calumet,
Pursuing Communications degree on part-time basis, 1996-2001
Illinois Paralegal Association
Chicago Bar Association
Thompson Coburn LLP
Practice Area Assistant, 2007-Present
Legal Assistant, 2002-2007
Legal Secretary, 1995-1999
Arthur Andersen LLP
Business Operations Analyst, 1999-2002
Chapman and Cutler
Legal Secretary, 1989-1995
RESSI (Real Estate Secretaries and Syndication Institute)
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, continuations 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.
In her work with the Corporate and Securities practice area, Karin prepares documents to form corporations and limited liability companies including incorporation, 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 record books and stockholder records, in addition to drafting amendments to articles of incorporation, preparing resolutions for directors and shareholders, obtaining certificates of good standing, facilitates the certification of certain corporate documents for use in countries outside of the United States, and prepares and files myriad annual reports and related information in various jurisdictions.
Karin also assists the Real Estate Tax Assessment practice area by obtaining preliminary analyses and full narrative appraisals for various properties from preferred appraisers for use in the real estate tax appeal process, as well as assists with obtaining the documentation required to process real estate tax refunds for clients.
Previously, Karin worked for over nine years in the Private Client practice area of the firm drafting documentation initiating probate proceedings, tracking additional court due dates and publication requirements related to estate administration, coordinating with out-of-state attorneys to commence ancillary proceedings, worked closely with attorneys, trustees, executors, accountants, bankers and financial advisors concerning the marshaling of assets and assisted in compiling information related to the preparation of estate income tax, gift tax and fiduciary income tax returns, and assisted in the preparation of estate tax returns. She also assisted in the collection, liquidation and distribution of trust and estate assets, prepared documentation relating to closing estates with the court, worked to resolve claim issues with creditors and prepared inventories and final accountings. Karin also has had experience with assisting trustees in facilitating the payment of life insurance premiums related to Irrevocable Insurance Trusts and preparing Crummey Notices, and together with the attorneys, assisted clients in funding their trusts, coordinated with banks and brokerages to obtain the necessary documentation to assist clients with asset transfers and prepared and recorded deeds transferring property into trusts.
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