Cindy is a senior paralegal who has extensive experience working with clients, law firms, corporations, lending institutions, and federal, state and local governmental agencies.
Cindy works primarily with high net-worth clients on entity formation, management and maintenance. She coordinates all aspects of complex transactions, paying close attention to detail and providing consistent follow-up. With a belief that her top priority is working closely with attorneys and clients to build relationships that lead to lifelong representation, Cindy plays an essential role in communicating with clients regarding:
- Asset titling
- Entity administration
- Business valuations
- Revocable and irrevocable trusts
- Life insurance planning
- Tax reporting
Researching and identifying issues relating to entity maintenance and asset titling are services Cindy regularly handles for clients and legal teams. She also monitors and calendars deadlines for corporate annual reports and related administration matters, prepares illustrative spreadsheets for business and estate planning matters, and provides instructional correspondence for clients.
Clients appreciate that Cindy stays current by attending monthly continuing legal education (CLE) meetings and university classes on business law, management and organizational behavior, information systems concepts and applications, and financial management.