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Mary is a paralegal in the private client and tax team.
She focuses on trust, estate and tax planning and administration for high net worth individuals and families. She has experience in trusts and wills, family law, litigation, real estate and probate matters.Experience
Admissions
- California Notary Public
- California Real Estate Salesperson License
Education
- Heald College, A.S. Paralegal Studies
Languages
- English
Key dates
- Year joined: 2023