Paralegal
Jul 2019 - Dec 2023
AeroLeads people directory · profile
Jonathan Dabney Email & Phone Number
Paralegal at Hoffman Sabban & Watenmaker
1 work email found
@hswlaw.com
2 phones found area 310
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Paralegal at Hoffman Sabban & Watenmaker
Location
Los Angeles, California, United States
Who is Jonathan Dabney? Overview
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Quick answer
Jonathan Dabney is listed as Paralegal at Hoffman Sabban & Watenmaker based in Los Angeles, California, United States. AeroLeads shows a work email signal at hswlaw.com, phone signal with area code 310, and a matched LinkedIn profile for Jonathan Dabney.
Jonathan Dabney previously worked as Paralegal at Hoffman Sabban & Watenmaker and Tax, Trust & Estate Paralegal at Jeffer Mangels Butler & Mitchell Llp. Jonathan Dabney holds Estate Planning X 439.3 from Ucla Extension.
Company email context
Email format at hswlaw.com
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{first_initial}{last}@hswlaw.com
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AeroLeads found 1 current-domain work email signal for Jonathan Dabney. Compare company email patterns before reaching out.
Profile bio
About Jonathan Dabney
Jonathan Dabney is a Paralegal at Hoffman Sabban & Watenmaker.
Listed skills include Westlaw, Lexis, Case Management, Community Outreach, and 19 others.
5 roles
Jonathan Dabney work experience
A career timeline built from the work history available for this profile.
Tax, Trust & Estate Paralegal
Communicate regularly with clients, business managers, CPA’s, and fiduciaries. Draft a variety of estate planning documents including wills, inter vivos trusts, insurance trusts, fictitious trusts, special needs and qualified personal residence trusts, trust certifications, real and personal property transfer and gifting documents, powers of attorney, HIPAA authorizations and advanced health care directives.Assist attorneys with all phases of probate including drafting and filing of initial Petition through Petition for Final Distribution and Discharge. Draft supplements and Attorney Declarations to clear probate notes.Assist attorneys with all phases of trust administration by drafting Statutory Notices, change of trustee documents, Crummey Notices, Small Estate Affidavits, Heggstad Petitions, local county assessor forms, California BOE filings, IRS Forms SS-4, 56, 8822, 8855, 2484, 5495, 4868, 709, 706, and 8971, allocating assets to subtrusts, and drafting transfer documents to implement allocations and distributions to subtrusts and beneficiaries.Proficient in CCH ProSystem fx, HotDocs, Microsoft Word, Excel and Outlook, iManage/Filesite, Adobe Acrobat and Nuance PDF, Ultipro and Expertime.
Jan 2016 - Jul 2019
Regulatory Consultant/Paralegal
Advanced Regulatory Compliance, Inc./The Law Offices Of Patrick J. Burns, Jr.
Performed legal research of State and Federal laws including securities laws. Assisted State and SEC Registered Investment Advisors, including hybrid advisory firms, with initial registrations including drafting Form ADV Parts 1, 2A, 2A – App 1, and 2B, Forms U4, U5, PF, and BR, client advisory agreements, privacy policies, business continuity plans, compliance manuals, buy-sell agreements, organizational charts, legal entity creation, and other documents as needed. Responded to and rectified deficiencies resulting from initial registrations, annual amendments, successions by amendment, successions by application, conversions from State to SEC registration, and State/SEC examinations including drafting customized compliance forms and policies.
Aug 2014 - Jan 2016
Paralegal Intern
U.S. Securities And Exchange Commission
As a paralegal intern, I assisted paralegals and attorneys in the investigation and litigation of civil enforcement actions against individuals and companies for violations of U.S. securities laws. Using database management programs such as CaseMap and Recommind, I identified, tagged, and compiled evidence for attorney review, along with the production of issue chronology, attorney work product, and trial evidence binders. Using Microsoft Excel, I frequently compiled, organized, sorted, filtered, and analyzed financial records to identify misappropriation of investor funds. I also assisted with deposition document preparation, conducted telephonic witness interviews, assisted with case specific research, and interacted with other agencies such as the FBI and U.S. Attorney’s Office in joint prosecutions.
Mar 2014 - Jul 2014
Youth Development Counselor Supervisor
Oct 2011 - Jun 2013
4 education records
Jonathan Dabney education
Estate Planning X 439.3
Ucla Extension
Paralegal Certificate
Ucla
Master Of Science (M.S.), Criminology & Criminal Justice
Portland State University
Bachelor Of Arts (B.A.), Criminology & Criminal Justice
Portland State University
FAQ
Frequently asked questions about Jonathan Dabney
Quick answers generated from the profile data available on this page.
What is Jonathan Dabney's role at their current company?
Jonathan Dabney is listed as Paralegal at Hoffman Sabban & Watenmaker.
What is Jonathan Dabney's email address?
AeroLeads has found 1 work email signal at @hswlaw.com for Jonathan Dabney.
What is Jonathan Dabney's phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Jonathan Dabney.
Where is Jonathan Dabney based?
Jonathan Dabney is based in Los Angeles, California, United States.
What companies has Jonathan Dabney worked for?
Jonathan Dabney has worked for Hoffman Sabban & Watenmaker, Jeffer Mangels Butler & Mitchell Llp, Advanced Regulatory Compliance, Inc./The Law Offices Of Patrick J. Burns, Jr., U.S. Securities And Exchange Commission, and Vista Del Mar.
How can I contact Jonathan Dabney?
You can use AeroLeads to view verified contact signals for Jonathan Dabney, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Dabney attend?
Jonathan Dabney holds Estate Planning X 439.3 from Ucla Extension.
What skills is Jonathan Dabney known for?
Jonathan Dabney is listed with skills including Westlaw, Lexis, Case Management, Community Outreach, Nonprofits, Legal Writing, Legal Research, and Research.
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