Dita Bruce Email & Phone Number

Washington, Dc, Us

Washington, District Of Columbia, United States

The Private Client & Wealth Management team offers extensive experience providing creative, customized solutions to our clients’ most sensitive and pressing needs in regards to their estate planning . Our guidance is multidimensional—we help clients make critical decisions that affect important personal, business, tax, civic and charitable concerns.As a paralegal in the Private Client Practice Group, my primary responsibilities include preparing estate planning documents; assisting clients and attorneys with probate proceedings in multiple jurisdictions, including Virginia, Maryland, and Washington DC; and managing administrative operations for our clients' closely-held business entities.

3211 Shannon Road, Suite 400, Durham, Nc 27707

-Assist clients and attorneys with every step of probate process in multiple jurisdictions out of 100 counties in North Carolina. Maintain acting knowledge of discretionary procedures for various Clerks of Superior Court.-Regularly prepare advanced estate tax returns (IRS Form 706) and fiduciary income tax returns (IRS Form 1041) for estates, simple trusts, complex trusts, and grantor trusts.-Prepare gift tax returns (IRS Form 709) to report gifts including: premium payments to ILITs, gifts of interest in real property, LLCs, and companies, gifts to a skip person etc. Prepare gift tax for the purpose of electing in or out of automatic GST allocation.-Complete detailed accountings for estates and trusts with assets of up to $30 million. Track fiduciary accounting income for trust administration. -Articulate complex legal processes to clients to enhance their understanding and awareness of their fiduciary responsibilities, decisions, and tasks. Assist clients with consolidation and distribution of assets.-Compose detailed memoranda for attorneys, summarizing status of estate and trust administrations and advising on next steps.-Communicate and strategize with professionals in a variety of fields—including certified accountants, wealth management advisors, county clerks, and financial institutions—to facilitate cohesive trust and estate administrations for all parties involved.-Regularly manage more than 30 estate and/or trust administrations at a time.-Draft estate planning documents using BB&T drafting manual. Experience drafting simple wills, General Power of Attorney, Health Care Power of Attorney, Living Will, healthcare authorization forms, and exhibits for beneficiary designations.-Complete CLEs and conduct independent research to improve understanding of the practice and implementation of estate planning, estate and trust administration, and related tax law.

210 Henderson St, Chapel Hill, Nc 27514

Responsible for providing emotional support, crisis intervention and domestic violence education to survivors of relationship abuse over the phone and in person as part of the Compass Center’s 24-hour crisis services. Assist survivors in completing domestic violence protective orders. Keep accurate records of all interactions with survivors. Assist staff in coordination of fall 2015 volunteer training. Assist with overnight hotline duties. Organize Hotline Advocate Resources. Create computer training refresher courses and in-service trainings. Assist with building on-line communication tools for volunteers.

Bachelor Of Arts (Ba), English, 3.7 Gpa

Activities and Societies: Vice President of Tau Sigma National Honor Society Kappa Chapter, Volunteer in Project Rush Hour at Carrboro.

Associate Of Arts, 4.0 Gpa

Activities and Societies: Achieved Dean's List recognition both semesters.Attended DTCC for sophomore year of college.

Associate Of Arts, 4.0 Gpa

Activities and Societies: Achieved Dean's List recognition both semesters.Attended CCCTI for freshman year of college.