Responsibilities include all facets of estate planning, including drafting wills, trusts and ancillary documents; trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; supporting the preparation of federal estate tax returns and gift tax returns; reviewing bank statements; editing documents; supporting attorneys with client relations.

https://www.cpconsultingca.com/ - Offering culturally competent, no-nonsense counsel to nonprofits, donors and their advisors, CPC's mission is to simplify the act of giving while ensuring impact in our communities. CPC provides custom, white-glove family office-style philanthropic services for individual donors, families, and private foundations, including researching and curating portfolios of effective and impactful nonprofits for grantmaking, crafting mission statements, organizing family meetings, legacy planning, and volunteer opportunities. CPC also partners with nonprofit organizations to assist them in building capacity to establish planned giving and legacy society programs, development systems, and event management for donor stewardship programming. CPC writes evocative and effective factsheets, proposals, articles, tax illustrations and other content to educate donors and their advisors about the power of charitable giving techniques (e.g., donor advised funds, charitable trusts, and other planned gifts) to provide solutions to estate, gift, income, and capital gains tax issues.

As the Senior Vice President and Chief Administrative Officer, I serve as the operational leader of the California Black Women’s Collective Empowerment Institute, a 501(c)3 organization dedicated to improving the lives of Black women and girls (the "Collective"). As the "engine" of the Collective, I work closely with the President and CEO and the Board to create the CA Black Women’s Think Tank and its key initiatives, including the Research Institute, Leadership Institute, and Black Talent Program (the "Firm"). As a startup nonprofit, I am responsible for the Collective's day-to-day operations, including overseeing People Operations, Finance, Fundraising, Procurement, Operations, Project Management, and Compliance.

In addition to leading the Gift Planning Division, I was also selected to lead, on an interim basis, a six-person central fundraising team focused on on-campus initiatives, including Student Affairs, Mission and Ministry, Provost Initiatives, Corporate Relations, and Regional Development.

• Reporting to Vice President, Development and Donor Relations (DDR), develop and manage relationships with HNW and UHNW individuals, their families, attorneys, accountants, and financial advisors and other stakeholders to promote CCF’s family-office-style philanthropic consulting and planned giving services, mission and Systems-Change Area Programs Initiatives, such as the Bloom Initiative and Ready to Rise • Assist Planned Giving Officer by identifying, strategizing and cultivating prospective Sartori Circle (legacy society) donors and advisors• Utilize Raiser’s Edge and other business intelligence/CRM software to identify and cultivate potential donors and advisors• Use PGCalc and Crescendo to structure gifts of complex assets, implement due diligence and intake processes, and analyze charitable trusts and other donative vehicles• Coach professional advisors and local nonprofit organizations on development of planned giving programs• Spearhead Special Projects and Initiatives such as the Private Foundation Initiative, Advisor Outreach Program and DDR Diversity Initiative, using a racial justice lens to promote equity in program management, including advisor and donor outreach• Draft, execute and report to VP DDR and Board Development Committee on strategic plans for Special Projects and Initiatives using associated collateral including agendas, reporting documents, concept papers, memos and PowerPoint presentation decks• Member of three-person group that resurrected “Beyond Ferguson” to form “Beyond Ferguson 2020” (informal racial justice committee at CCF); drafted extensive strategic plan to promote anti-racism and inclusion, diversity, equity and access in CCF’s Systems-Change Area Program Initiatives and Operations • Publish articles and blog posts on federal tax legislation, nonprofit governance and charitable giving strategies (featured on LinkedIn)

Assisted Principal Attorney with estate planning, elder law, special needs law, philanthropy, and nonprofit organizations. Member of New York Bar since 1996. - Legal Extern January - March 2017

Worked for Linklaters LLP, Debevoise & Plimpton and Freshfields in support roles for antitrust and other litigation projects.

Cultivated and stewarded donors to make planned and major gifts to Many Mansions, a California not-for-profit provider of affordable and assistive housing for low and limited income families and individuals with disabilities in 14 properties throughout Thousand Oaks, Simi Valley and Oxnard, California. Spearheaded Camp Many Mansions Summer Camp Appeal 2014, revamping direct mail program and leading Resource Development team to raise record-breaking fund amount.Moved to London 7/2014.

Philanthropy and grants consultancy providing professional grant-writing and administration advice and services to not-for-profits, individuals, local governments, schools, public and private businesses, and charitable entities. Services for grant seekers included:• researching and identifying potential funding sources;• providing staff training through workshops about best practices and establishment of an efficient in-house system of grant writing and management;• writing effective and professional grant applications and funding proposals;• developing systems for budgeting and reporting, including progress reports, acquittal reports and other documentation; and • cultivating relationships between the client grant seeker and potential funders, peak bodies, research organizations and other stakeholders in the client's sectorECA also provided services to grantmakers (like individual donors, trusts, family foundations, public and private businesses, and other charitable organizations), including:• evaluation and recommendation of charitable giving techniques, like outright gifts, private ancillary funds, public ancillary funds, inter vivos and testamentary trusts; • establishment and administration of in-house grant-making programs (from establishment to assessment to acquittal); • relationship building between the client donor and potential charitable beneficiaries; and • sourcing and identification of appropriate charitable organizations to whom to award grants in furtherance of a donor's philanthropic goals. Closed upon moving to Los Angeles 8/2013

Managed and administered perpetual charitable testamentary and inter vivos charitable trusts. Liaised with donors and benefactors, private schools, foundations, trusts and not-for-profit organisations in the administration and distribution of grant funds. Administered Private Ancillary Funds, Public Ancillary Funds, and other vehicles for charitable giving in Australia. Evaluated grant applications and grant projects, acquittal and progress reports and other reporting documents. Prepared Board Papers and other briefing papers for executive review and approval. Drafted and edited articles for publication in company newsletters and industry magazines. Instituted the implementation and integration of SmartyGrants, an online grants management and administration program, within Philanthropy Services.

Appointed as Business Development Manager and Registered Representative of Australian Executor Trustees (AET). Identified and facilitated the appointment of Australian Executor Trustees as a fiduciary, e.g., trustee or attorney. Assisted philanthropic-minded families in developing and administering private ancillary funds (PAFs) and promoting AET as corporate trustee in order to support charitable causes in line with clients’ family values. Helped parents and guardiansestablish compensation trusts for disabled children or other family members, working with them and providing legal and/or financial management and lifestyle support through a full range of trustee services, including testamentary trusts, living trusts and family trusts and superannuation accounts. Worked with philanthropic and not-for-profit organisations and their financial advisors, legal counsel and other advisors in the areas of investment management, accountancy and adviser services.• Completed required training for Australian Securities and Investments Commission Regulation 146 for professionals providing financial advice.• Completed annual in-house Anti-Money Laundering and Regulatory Compliance training.

Supervised the administration of the Grants and Awards division of the Victoria Law Foundation, Legal Services Board-funded organisation awarding over AU$500,000 and administering over AU$1.2MM per year in grants, publications, community legal education and in-kind support to community legal centres, universities, not-for-profit organizations and other groups for legal focused projects that benefit the people of Victoria. Duties included:• assessing grant applications, undertaking research, reporting and preparing papers and recommendations for the consideration of the Grants Subgroup/Board; and maintaining high quality financial records and budgets and ensuring best practice grant making standards were met; management and improvement of FileMaker Pro database;• preparing policies, financial reports, submissions and proposals to Grants SubGroup and/or other Foundation Board Groups; and liaising with key stakeholders, including Foundation Board members, statutory bodies, community groups, grant applicants and recipients.• As Projects Coordinator, supervised and implemented all aspects of the Victoria Law Foundation Legal Sector Internship Program, which places up to fifty high-achieving law students with an interest in community development into highly-coveted internship positions in legal sector organisations.

Practice included counseling clients in the design and implementation of both simple and complex estate plans, including the preparation of wills and a variety of trusts, including insurance, living, generation-skipping, dynasty, marital, bypass, qualified personal residence, charitable and intentionally defective grantor trusts. Assisted in drafting pre- and post-marital agreements, shareholder agreements and other documents used in sophisticated estate planning. Specialized in Surrogate's Court practice and litigation, including construing and amending trust documents.Moved to California 7/2003

Drafted and supervised the execution of wills and trusts utilizing marital deduction, credit shelter, annual exclusion, and disclaimers. Prepared insurance trusts, “Crummey” letters and Guardian Ad Litem reports for Surrogate’s Court.

(At former legacy firm, Rosen and Reade) Drafted wills and trust agreements utilizing marital deduction, credit shelter, annual exclusion and disclaimer trust provisions, drafted life insurance trusts and qualified personal residence trusts; drafted court documents for Surrogate's Court proceedings; advised clients on tax and estate planning issues; administered estates and trusts, including supervision and preparation of probate petitions and related papers, "Crummey" letters and trust receipt and receipt forms; estate litigation involving will contests; federal estate and gift tax research and analysis and research on miscellaneous state law issues; supervised administration and distribution of grants funds to corporate and individual beneficiaries.

Drafted wills and trust agreements; researched issues and wrote memoranda concerning qualified personal residence trusts, Medicaid Criminalization statutes and supplemental needs “payback” trusts; drafted documents to amend irrevocable trusts and obtain authorization from Surrogate’s Court; assisted in advising not-for-profit organizations and private foundations on structure and operations, including preparation of Forms 1023, 1024 and other federal filings; wrote “Crummey” letters and trust receipt and release forms; estate litigation involving will contests; federal estate and gift tax research and analysis and research on miscellaneous state trust and probate law issues; supervised administration and distribution of grants funds to corporate and individual beneficiaries; pro bono work in family law and not-for-profit litigation.