Kathleen Castellano

Paralegal | Rancho Santa Fe

Kathleen is a paralegal in the private client and tax team.

She focuses on complex trust administration, including the preparation of gift, estate and fiduciary income tax returns. Kathleen also prepares BOE forms for entities and trusts related to a death; and assists with trust funding. She has worked with her current team for over 34 years.

Education


Languages


  • English

Dates


Joined

2015

Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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Regularly works with...