mary ann redd trust paralegal v.1
TRANSCRIPT
Mary Ann Redd312-395-0469
Experiencse:
J P Morgan Chase March 2014 – December 2014 Document Processor
Application Proofreading Document Collation Document Distribution
Jos. Cacciatore & Co.
Contract Real Estate, Commercial, and Trust Paralegal December 2013-January 2014
Katten Muchin Rosenman LLP October 2013 – December 2013 Contract Word Processor, 2nd Shift
Edited documents from attorney notes Proofread documents for accuracy
Mercy Lakefront Housing, Education, Training, and Employment Department: July 2012 – August 2013 Microsoft Windows Specialist / Receptionist(Volunteer)
Information Desk ; Receptionist Internet, Desktop, and Microsoft Office Consultant
JP Morgan Chase June 2013 – July 2013 Data Entry Specialist
Cabrini Green Legal Aid: December 2012 – February 2013 Pro Bono Intake Specialist (Volunteer)
Front Desk Intake Distribution of Seminar Packets
Kentech Consultants, Inc.: April 2012 – May 2012 Contract Paralegal
Document Management, Review, and Security Client Contact, Questioning, and Verification of Data Received Editing of Personal Intake Reports Research of Court Filings; Federal, State, County, and City
State Farm Insurance August2011 – September 2011 Contract Network Technical Analyst / Level II Help Desk
Chicago Career Tech April 2010– November 2010Healthcare IT Help Desk
Pilot Program Graduate, Cisco Network EngineerLaSalle Bank / Bank of America: July 2003 – December 2009
Personal Banker Small Business: Sales and Service Trust & Estates: Wealth Management Information and Referrals Personal Banking: Sales and Service Perfect Attendance
Venturi Staffing Partners: July 1996 - September 2002 Contract Trust & Estates PARALEGAL / AUDITOR:
Inspected personal, custodial, real estate and Separate Employee Pension Trusts Interpreted trust and will provisions Valued assets from grantors decease or alternate valuation date Calculated trust federal and state tax payments, thru forms: 706-GS(D) Generation-Skipping Transfer Tax Return for Distributions 706 QDT US Tax Return for Qualified Domestic Trusts 706-NA United States (and Generation-Skipping Transfer) Tax Return New Trust Account Data Collection and Research
Mary Ann Redd
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Certifications: Banking Law and Trust / PARALEGAL, American Institute of Banking 1992 Proofreading; Harris Trust and Savings Bank 1994 SAP Consultant; De Vry University 2010 Cisco Certified Network Associate (CCNA), De Vry University 2010 Lean Six Sigma, White Belt; Management and Strategy Institute 2015
American Institute of Banking 1990-1992
Banking for College Accounting I Introduction to Trust Functions Law and Banking Principles
Bank Accounting Estate Planning and Services Banking and Negotiable Instruments Land Trusts
American Banking Association National Graduate Trust School 1995
Case Studies in Financial Planning Problems & Pitfalls of the 706 Economics of Charitable Giving Life Insurance Considerations for Trust Officers Estate Planning for Business Owners Estate Planning for the Marital Deduction, Parts
1 & 2 Independent Research Program Overview Fiduciary Law Fiduciary Case Law Behavioral Finance & Explaining Performance,
Parts 1& 2 Mutual Funds, Wrap Accounts & Alternative
Investments Administrative Business Interests in
Trust & Estates
Estate Planning for the Medium Sized Estate, Parts 1& 2
Stock Options Applied Asset Allocation Concepts I Administrative Real Estate in Trust &
Estates Planning for Minors Certified Trust & Financial Advisor
(CTFA) Review: Investments Planning for Retirement Plan
Distributions Certified Trust & Financial Advisor
(CTFA) Review: Tax & Estate Planning
Illinois Paralegal Association / Continuing Legal Education Nursing Home and Elder Law (2003) Family Law (2003) Guardianships – From Basics to Bloopers (2003) Funding the Marital and Family Trusts (2003) Trusts: Funding Asset Valuing and Distributing
(2004) Estate Planning Practice Applications (2004) Tax Free Exchanges of Real Property (2005) Title and Mortgage Fraud (2006) Distribution from IRA’s and Qualified
Retirement Plans (2006) Estate, Gift, GST Taxes, and Related Income
Taxes (2007)
SEC’s New Executive Compensation Disclosure Requirements (2007)
Land Trust Law and Administration (2007) Basics of Real Estate Closing and Interpreting a
Real Estate Contract (2007) Tax Aspects of Estate Planning (2007) New Developments in Title Insurance (2007) Commercial Loan Syndication (2007) 1031 Tax Deferred Exchanges (2009) Paralegal Project Management Toolkit (2009) SEC Proposed Replacement of US GAAP
with International Financial Reporting Standards {IFRS} ( 2009 )
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