Linda has over 20 years’ experience in trusts and estates administration. She assists the trusts and estates team in the preparing and filing of court probate documents, estate and trust settlement documents, estate tax returns, fiduciary income tax and final individual tax returns, and prepares federal, New York State and other states’ tax forms. She also drafts correspondences to clients, courts, other attorneys, and court clerks and coordinates department policies regarding client retention and original planning documents.
PROFESSIONAL & CIVIC AFFILIATIONS
- Voting Member, Paralegal Association of Rochester
