Rosemary is a senior paralegal who concentrates in the areas of probate, estate and trust administration, tax preparation, and estate and trust litigation disputes.
Rosemary is experienced in all phases of the probate process in Tennessee. She manages estate administration files from the initial drafting of probate documents to the close of the estate. Rosemary assists attorneys in complex estate and trust litigation matters, real estate matters, correspondence with taxing authorities and client communications.
Rosemary is also experienced in tax preparation for individuals, estates and trusts, foundations and other charitable organizations, and business entities.
She is frequently involved in the following matters:
- Assisting attorneys in the organization, administration and management of estate, tax and trust files.
- Managing estate and tax filing deadlines.
- Composing client and business correspondence, pleadings, communications with taxing authorities, real estate documents, forms and instructions for asset transfers, and trust and estate litigation documents.
- Participating closely with clients during the estate administration process.
Rosemary has been certified as a Paralegal and as an Advanced Paralegal in Probate and Estate Planning by the National Association of Legal Assistants.