- Prepare estate planning documents for clients and participate in estate administration processes- Conduct legal research and draft memoranda on estate planning, probate, elder law, and guardianship matters

- Provide legal assistance to low-income taxpayers in disputes with the Internal Revenue Service (IRS) - Negotiate with IRS agents to resolve deficiency disputes and secure offer in compromise settlements

- Develop and implement trading strategies utilizing fundamental and technical analysis, including algorithmic-based approaches - Oversee operations, including managing funds and making investment decisions for a portfolio of stocks, options, bonds, and retirement assets

- Prepared simple and taxable estate planning documents tailored to individual client needs, including wills, revocable and irrevocable trusts, powers of attorney, and advanced healthcare directives- Drafted a range of business documents, including asset purchase agreements, operating agreements, commercial and residential leases, property dispute resolutions, and various additional legal instruments

- Researched and drafted memoranda related to banking, securities, and cryptocurrency regulation- Assisted the legislative team in developing a cryptocurrency bankruptcy protocol

- Planned, developed, and launched corporate website and marketing materials- Designed social media strategy and introduced monthly podcast

- Coordinated with contractors to assist in project construction and provided ancillary support as required at 60+ rental properties- Managed renovation project budgets and ensured deadlines and quality measures were met