Denise Lorenz, Jm, Frp Email & Phone Number

Orlando, Fl, Us

Orlando, Florida, Us

Provided comprehensive support to eight attorneys across three firm locations, with a focus on estate and gift tax returns, fiduciary accountings, and corporate and real estate documentation. Drafted legal briefs, motions, pleadings, and tax returns, ensuring strict adherence to local, state, and federal regulations. Played a key role in IRS audits of estate and gift tax returns, delivering essential documentation and support. Managed court calendars and deadlines, ensuring seamless department operations. Summarized depositions and legal documents, supplying attorneys with critical case material. Collaborated with paralegals and legal staff to ensure timely task completion and fostered strong client relationships. Consistently maintained one of the highest billable hours among the firm’s paralegals.• Improved efficiency and standardized processes by leading the creation of templates and checklists for probate and trust administration, establishing a central repository for legal documents that saved up to three hours per task, and ensuring consistent, risk-free handling of client matters across the firm.• Quickly mastered probate law, becoming an acknowledged Subject Matter Expert (SME) in Estate and Gift Tax Returns and Trust Accounting, leveraging expertise to mentor and coach peers to foster team growth and expand the overall knowledge base within the firm.

Spearheaded office administration for a sole practitioner, managing systems, equipment, and client records with complete confidentiality. Drafted and prepared legal pleadings, documents, and correspondence, while efficiently overseeing attorney calendars to ensure optimal scheduling. Led the organization and summarization of critical documents for court hearings, provided strategic support for trial preparations, and played an integral role in trial execution. Conducted in-depth legal research and background investigations to strengthen case strategies. Orchestrated courtroom logistics, ensuring seamless execution of trial proceedings.• Instrumental in maintaining the efficiency of the legal practice by expertly managing office operations and client interactions.• Provided reliable support during trials, contributing to successful case outcomes through accurate organization and document management.• Demonstrated advanced research skills, providing valuable insights and information that shaped legal strategies.

Juris Master, Financial Regulation And Compliance

Bachelor'S Degree, Criminology/ Minor In Sociology

Associate Of Arts (A.A.), General Studies

As, Paralegal Studies