Overview
Meet Debra, a paralegal with a particularly notable passion for all legal nuances that are trusts, estates, and tax related.
In the realm of trusts & estates, Debra efficiently manages and prepares estate plan documents, showcasing meticulous attention to detail. Her expertise extends the preparation of guardianship court documents and opening guardianship administrations with county probate courts.
Debra's proficiency is further evident in her ability to help navigate the complexities of estate tax returns. She regularly prepares Federal tax returns for Wisconsin, Illinois and Florida clients, along with various other documents including gift tax returns, and tax return extensions.
Debra's commitment to navigating the interplay of multiple legal disciplines aligns with the firm’s values of excellence at Amundsen Davis.
Membership & Involvement
Member: State Bar of Wisconsin, Estates & Trusts Specialty Section