Karen is a trust and estate paralegal with over 25 years of experience in all phases of estate and trust administration.
She is responsible for the preparation of federal and state estate tax returns, not-for-profit returns, personal and fiduciary income tax returns. Karen interacts with Surrogate’s Court in all aspects of probate of an estate. She administers estates from start to finish in an efficient manner. In addition, Karen prepares annual trust and guardianship accountings.
Karen has completed several accounting, banking and business courses offered through the American Institute of Banking and Canisius College. She regularly attends the State University of New York at Buffalo School of Management IRS Tax Practitioner Seminar to stay current with all tax law changes (2009-2017).