Barb Mccoy Email and Phone Number

It has been a great run but now it is time to slow down and enjoy life a little bit. However if a part-time job or a consulting opportunity presents itself, it may be considered.

Relationship manager for clients, providing wealth management advice and counsel on standard wealth planning issues. Manage accounts in accordance with the terms of governing documents; monitors and review transactions, dealing with beneficiaries and remainder persons. Oversees the opening and closing of accounts and interacts with outside CPAs and advisors.

Personal Trust Administrator in Wealth Management Department. Interpret estate planning documents. Attained certification as a Trust and Financial Advisor (CTFA).

Advise group of students in their preparation for entry into the legal field. Organize charitable events on campus and mentor club officers in leadership roles.

Responsibilities include, but not limited to, advise students and conduct orientations; hire, mentor, and evaluate a team of adjunct instructors; assign class schedules; coordinate Advisory board meetings, attend divisional and other department meetings; and teach paralegal classes during each quarter. Active in instructional design of classes on Blackboard software and a participant in converting classes from a quarter to a semester system.

Teach English and Math in the Developmental Education Division. Also teach Legal Research and Writing in the Paralegal Program of the Business Division. Conduct seminars for incoming students on how to succeed in college, and extensive computer training. Act as Faculty Advisor to The Burgundy Letter Book Club on campus. Serve on a system-wide English subcommittee to improve student learning objectives and deliverables. Further, involved as shareholder in the Immersion Project, a system-wide… Show more Teach English and Math in the Developmental Education Division. Also teach Legal Research and Writing in the Paralegal Program of the Business Division. Conduct seminars for incoming students on how to succeed in college, and extensive computer training. Act as Faculty Advisor to The Burgundy Letter Book Club on campus. Serve on a system-wide English subcommittee to improve student learning objectives and deliverables. Further, involved as shareholder in the Immersion Project, a system-wide initiative in teaching basic skills in a new format. Show less

Responsible for a book of customer accounts by review of all transactions, totaling about $48 million, including general overview of investment parameters and their correlation with legal document requirements. Specialize in elder law issues, special needs trusts and non-profit entities. Handle real estate and environmental issues, health care insurance and Medicare, administer trust agreements, and discuss tax ramifications of investments with clients. Work with grieving families as they move… Show more Responsible for a book of customer accounts by review of all transactions, totaling about $48 million, including general overview of investment parameters and their correlation with legal document requirements. Specialize in elder law issues, special needs trusts and non-profit entities. Handle real estate and environmental issues, health care insurance and Medicare, administer trust agreements, and discuss tax ramifications of investments with clients. Work with grieving families as they move through the probate process. Also conduct client presentations and staff training on various aspects of financial planning and handling sales calls in connection with Human Resources. Show less

Responsible for a book of trust accounts reviewing all transactions, totaling about $27 million. Administer many of the probate estates within the Trust Department. Member and secretary of Probate Estate Committee. Review fiduciary income and estate tax returns, and file appropriate State returns.

Draft accountings and prepare federal estate (706) and fiduciary income (1041) tax returns for various trusts. Assist in draft of estate planning documents, such as trusts amendments, resignation and appointment of trustees, wills and codicils, plus durable limited powers of attorney for financial transactions. Draft documents to establish new limited liability partnerships; conduct legal research and analyze case law; summarize interrogatories for ongoing cases; and draft correspondence to… Show more Draft accountings and prepare federal estate (706) and fiduciary income (1041) tax returns for various trusts. Assist in draft of estate planning documents, such as trusts amendments, resignation and appointment of trustees, wills and codicils, plus durable limited powers of attorney for financial transactions. Draft documents to establish new limited liability partnerships; conduct legal research and analyze case law; summarize interrogatories for ongoing cases; and draft correspondence to clients regarding current litigation. Track gifting activities annually for various wealthy clients. Show less