Mary Immen Email & Phone Number

Mecklenburg County, North Carolina, United States

Appointed by the Clerk of Superior Court as the neutral personal representative of decedents' estates.

Charlotte, North Carolina, United States

Attorney to individuals needing help administering decedents' estates, preparing estate planning documents (i.e. wills, trusts, powers of attorney), selling real property via judicial sale, administering trusts.Guardian ad Litem for minor respondents to actions for appointment of general guardian, guardian of the person, or guardian of the estate. Commissioner in judicial sales of real property.

Charlotte, North Carolina Area

Assisting the Public Administrator of Mecklenburg County in the administration of decedent's and guardianship estates; guiding clients in making educated estate planning decisions to accomplish their estate planning goals.

Raleigh-Durham, North Carolina Area

Guided clients in making educated estate planning decisions to accomplish their estate planning goals; counselled clients through estate administration; assisted clients with business formation; counselled clients through guardianship matters.

Raleigh-Durham, North Carolina Area

Counselled clients on estate planning decisions; prepared estate planning documents, including last will and testament, testamentary trust, revocable living trust, general power of attorney, health care power of attorney, and advance directive for natural death; prepared general warranty and quitclaim deeds; formed limited liability companies; coordinated educational workshop on estate planning basics; composed blog articles discussing various estate planning issues for publication on firm’s website.

Raleigh, North Carolina

Revised "Wiggins Wills and Administration of Estates in North Carolina"; researched recent case law developments and legislative changes to estate and trust law in North Carolina; under direct supervision of authors Richard T. Bowser and James B. McLaughlin

Raleigh, North Carolina

Facilitated trust funding; generated estate planning documents using Hot Docs; drafted wills and ancillary documents; prepared estate administration forms; composed blog post Top 10 Estate Planning Mistakes; prepared guardianship forms; researched trust funding, powers of attorney, and ability of creditors of beneficiaries to reach trust property; attended initial interview and planning meeting with clients; participated in document execution; drafted disengagement letters

Raleigh, North Carolina

Legal Research and Drafting: researched statutes and case law regarding ability of creditors to reach property held in a joint tenancy with right of survivorship; researched and compared wrongful death statutes from all 50 states; updated estate proceeding forms to reflect current law; updated sections of agency’s Estate Procedure packet to reflect recent legislative changes and presented updated and edited packet to the Estates and Special Proceedings Form Subcommittee; reviewed statutes and case law regarding wills, estates, powers of attorneys and trusts and discussed research with agency counsel to analyze applicability to pending cases.Legislation: reviewed new legislation regarding estates and special proceedings and discussed with agency counsel how changes would affect clerks of court.

Raleigh, North Carolina

Raleigh, North Carolina

Raleigh, North Carolina

Baltimore, Maryland

Trust Account Management and Administration: reviewed and summarized trust documents for Senior Trust Officer; assisted in distribution of funds to trust beneficiaries by preparing Discretionary Action Forms and Other Discretionary Action Matter Forms; prepared Generation Skipping Classification Checklists; prepared internal documents for trustee resignation; completed administrative tasks using specialized trust software (PACE, FIRST, Trust Web)

Juris Doctor

Activities and Societies: Trust, Estate Settlement, and Tax Law Club (Treasurer, Executive Vice President), Business Law Association.

Bachelor Of Business Administration (Bba), Trust & Wealth Management; Financial Planning (Minor), Summa Cum Laude

Activities and Societies: Gilbert T. Stephenson Trust Club, Baptist Student Union (Fellowship Coordinator), Women in Transition Mentor.