Leona Light Email and Phone Number
Both personally and professionally, I thrive in roles where critical thinking, detailed analysis and swift relationship building are at the core. This has translated into a deep enjoyment for supporting individuals, couples and families in navigating the complexities, and often intensities, of estate planning. A component of my successful approach is quickly discerning articulated sentiments and unspoken cues then using strong legal acumen to provide quality solutions in digestible concepts. While I often outperform in quickly learning, comprehending and applying new codes, laws and precedents, just as importantly I excel at seamlessly adjusting my communication style and approach to establish trust. It is the combination of expertise and relatability that drives customer-centered service and business outcomes.I am proud that in under three years I have established a reputation as a responsive, client-centered estate planning attorney requested by clientele. Interested in learning more? Let's chat. AREAS OF EXPERTISE: Client Counseling, Accuracy and Detail, Problem Solving, Research and Analysis, Estate Administration, Wills, Trusts, Powers of Attorney and Healthcare Directives, Trust Administration, Fiduciary Responsibility, Court Hearings, Cross-Functional Collaboration
Howard O. Bernstein, P.C.
View- Website:
- bernsteinattorney.com
- Employees:
- 20
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Associate AttorneyHoward O. Bernstein, P.C.Broomfield, Co, Us -
AttorneyWills & Wellness Estate Planning May 2021 - PresentDenver, Colorado, United StatesLooking for a shift in my area of practice, I was brought into wills and estate planning quickly onboarding to become a valuable and instrumental attorney within this boutique practice. My proven success has meant consistently acquiring clients of increased complexity, planning the management and distribution of assets through wills and trusts for diverse portfolios. Given the small practice, I hold a multifaceted role including document management, fiduciary roles, probate court hearings and estate administration. Drafts and reviews legal documents; wills, trusts, powers of attorney and healthcare directives. In a few short years I have: - Established myself as an approachable and responsive client-centered attorney requested by clientele- Quickly closed the gap on turn-around time and improved role capacity through a high level of productivity- Successfully executed portfolios for high-net-worth clients above estate tax threshold- Effectively collaborated with clients to develop comprehensive, customized solutions meeting estate planning needs- Provided thorough advice on trust administration matters including funding and distribution of assets- Engaged in ongoing professional development through Wealth Counsel -
Senior AssociateLarson Financial Inc. Jan 2011 - May 2021Utilizing expertise in tax law and IRS collection procedures, established by way of Limited Power of Attorney relationship, I operated as the main point of contact between client and government for debt cases over $25,000. My deep knowledge of the IRS handbook I continuously led successful negotiations on behalf of clients implementing Installment Agreements, Offer in Compromise, Penalty Abatement, Currently Not Collectable status and alternative resolution strategies.My ability to clearly communicate on both end of the negotiation meant I achieved impressive negotiation records that I still hold today, while maintaining a high level of client satisfaction during emotionally-charged circumstances. This was a win-win for business outcomes. Other accomplishments included:- Becoming the go-to trainer for new associates on customer-service approach, negotiation and performance- Only staff to pass new regulatory exams without fail; completed in 21 days compared with a six-month average- Researching issues and making swift decisions to achieve efficient and effective resolutions -
Senior AssociateOmni Financial May 2006 - Dec 2010Held a similar position to Larson Financial, leading similarly exceptional negotiations and providing top-of-the-line customer service to clients in high-crisis moments.
Leona Light Education Details
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Juris Doctor -
Bachelor Of General Studies
Frequently Asked Questions about Leona Light
What company does Leona Light work for?
Leona Light works for Howard O. Bernstein, P.c.
What is Leona Light's role at the current company?
Leona Light's current role is Associate Attorney.
What schools did Leona Light attend?
Leona Light attended University Of Denver - Sturm College Of Law, University Of Michigan.
Who are Leona Light's colleagues?
Leona Light's colleagues are Deborah Craycroft, Mark Hamilton, Logan Mathews, Jenna Goldstein, Angelika Gevorkyan.
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