Skip to Main Content
Overview

Clients and attorneys rely on Angela when coordinating high-net-worth estate, business succession and tax planning.

Angela has built long-standing relationships with some of the firm’s largest estate-planning clients and is responsible for “quarterbacking” and managing their family offices. Clients and attorneys are eager to work with her. She is trusted and valued for her organizational skills, availability and the ability to explain complexities such as the generation-skipping tax (GST). Angela has more than 30 years of experience in:

  • High-net-worth family office administration
  • Probate
  • Post-death estate administration
  • Trust administration
  • Tax preparation

Angela enjoys the job’s blend of people skills – collaborating with clients, their brokers and financial advisors – and the detail-oriented analysis of reviewing the numbers for each client, every time, so they can preserve family wealth for future generations.


Industry

Services

Education

  • Certificate in Paralegal Studies, Roosevelt University
  • B.S., University of Missouri
Experience
  • Organizes and manages all aspects of post-death estates and trusts, including post-death trust funding and trust administration.
  • Handles domicile and ancillary probate estates.
  • Prepares and files federal and state estate tax returns.
  • Prepares and files gift tax returns.
  • Administers various types of irrevocable trusts, including irrevocable insurance trusts and intentionally deficient irrevocable trusts.
  • Composes monthly and annual fiduciary trust accounting reports.
  • Forms and manages corporate entities in connection with estate planning.
  • Prepares transfer deeds.
  • Manages day-to-day administration of client corporate entities.
  • Manages day-to-day administration of various types of trusts for trustees.
Outside the Office

Angela is a college sports fan.

Mizzou football and basketball are her core teams, but she enjoys following all college sports, along with professional local teams, such as the St Louis Cardinals. Angela also appreciates times with her large extended family. She’s excited to be a grand-aunt for a new generation of nieces and nephews.