简介
Michelle Williams assists clients with estate and trust administration.
Michelle helps clients with matters such as:
- Preparing federal estate, gift, fiduciary and individual income tax returns for attorney review
- Identifying, discovering, valuing and collecting estate and trust assets for tax reporting and ongoing asset inventory
- Preparing probate documents
- Facilitating the transfer and re-registration of estate and trust assets
- Planning the final distribution of estate assets and the closing of estates with courts
- Analyzing client estate plans and coordinating client gifting
- Preparing estate planning documents
- Maintaining corporate records and filings
Past Experience
Before joining Faegre Baker Daniels, Michelle served as a finance executive assistant at Red Gold, Inc., client executive at Renaissance Philanthropic Solutions Group and estate settlement officer at a bank.
服务和行业
资质
教育
Trine University
B.S. in Accounting (1994)
领导力和社区
职业协会
- Indiana Paralegal Association
市民活动
- Tipton County 4-H Leader
- Tipton County Boy Scout Troop 595 — Committee Chair
- Guerin Catholic High School — Youth Ministry Committee