Michael Krumme work email
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Michael Krumme personal email
I have been a paralegal in the area of Estate Planning for 24 years. I’m fascinated by this area of law, and enjoy utilizing my writing skills to prepare sophisticated custom estate plan documents for the clients of the attorneys for whom I work.Two types of assignments are my favorites. The first is being asked to review, critique and summarize a new client’s existing estate plan (i.e., one that was drafted by a different attorney.) The second is being asked to draft a custom provision from scratch, without being provided an exemplar. I also particularly enjoy drafting provisions relating to trustee succession, specific gifts of personal property, and final distribution provisions.I am a particularly good match for a practice which has fallen behind on keeping its estate plan forms current. I have the requisite knowledge of tax concepts and attention to detail to implement form changes, whether due to changing laws, or as a result of attorneys’ evolving thoughts on how best to approach recurring drafting issues. I understand differences between forms, whether those differences are simple (such as whether a trust form is for a single settlor or two settlors), or more complex (such as the difference between a revocable trust and an irrevocable trust.)I am also adept at creating new forms as the need arises. I pride myself on my ability to adjust language to fit each firm’s drafting style, and to ensure that a new or updated form melds with the firm’s existing documents.I have experience establishing organizational systems to create a more effective workflow among secretary, paralegal, and attorney.
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ParalegalSoffer Law Group Jan 2023 - PresentBeverly Hills, Ca, Us• Draft Living Trusts, Trust Amendments, Wills, Durable Powers of Attorney, Advance Health Care Directives, and other estate planning documents.• Prepare deeds transferring real property into revocable trusts (and other types of deeds), and related County Assessor forms.• Draft irrevocable gifting trusts, confidential residence trusts, charitable remainder trusts, and insurance trusts.• Prepare deeds and related documents transferring real property into revocable and irrevocable trusts, including confidential residence trusts.• Prepare Engagement Letters. -
ParalegalKanin Soffer Llp Jan 2022 - Dec 2022• Draft Living Trusts, Trust Amendments, Wills, Durable Powers of Attorney, Advance Health Care Directives, and other estate planning documents.• Prepare deeds transferring real property into revocable trusts (and other types of deeds), and related County Assessor forms.• Draft irrevocable gifting trusts, confidential residence trusts, charitable remainder trusts, and insurance trusts.• Prepare deeds and related documents transferring real property into revocable and irrevocable trusts, including confidential residence trusts.• Prepare Engagement Letters.
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Estate Planning ParalegalVelasco Law Group, A Professional Corp. May 2016 - Dec 2021• Drafted Living Trusts, Trust Amendments, Wills, Durable Powers of Attorney, Advance Health Care Directives, Assignments of various asset types, Exercises of Powers of Appointment, and other estate planning documents.• Prepared deeds transferring real property into revocable trusts (and other types of deeds), and related County Assessor forms.• Assisted Director of Marketing with writing, editing and proofreading marketing materials and firm website content.
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Estate Planning ParalegalHoffman Sabban & Watenmaker, Apc Jan 2013 - Jan 2015Los Angeles, Ca, Us• Drafted Revocable Living Trusts, Wills, Durable Powers of Attorney for Finances, General Assignments, Advance Health Care Directives, and other estate planning documents.• Drafted irrevocable gifting trusts, confidential residence trusts and insurance trusts.• Prepared deeds and related documents transferring real property into revocable and irrevocable trusts, including confidential residence trusts.• Prepared estate plan flow charts, detailed letters to clients summarizing terms of estate plan, and trust funding memoranda.• Organized and saved custom will and trust provisions for future use. -
Estate Planning ParalegalWolf, Rifkin, Shapiro, Schulman & Rabkin, Llp May 2007 - Jan 2013Los Angeles, Ca, Us• Drafted Wills, Durable Powers of Attorney, Grants & Assignments, Advance Health Care Directives, and other estate planning documents.• Drafted revocable living trusts (including trusts with generation-skipping planning) and irrevocable gifting and insurance trusts.• Prepared estate planning flow charts.• Notarized documents for firm's clients.• Reviewed, corrected and modified firm's existing estate planning forms; created new forms as needed, including letters transmitting draft estate planning documents and summarizing the terms thereof, trust funding letters, and client questionnaires.• Performed various trust administration tasks, including: - Tracking assets at date of death value and alternate valuation dates; - Obtaining date of death balances on bank and brokerage accounts; - Submitting claims and obtaining Forms 712 for insurance policies; - Preparing Declarations under Probate Code Section 13100; - Preparing Deeds and Affidavits relating to real property transfers for recordation; and - Arranging for post-death sale and/or disposal of tangible personal property.• Organized and transmitted asset information to outside contract paralegal for preparation of federal estate tax returns.• Prepared documentation needed to fund assets to trusts/subtrusts. -
Estate Planning ParalegalLoeb & Loeb Llp Apr 2006 - May 2006New York, UsI joined Loeb & Loeb when the partners in O'Melveny & Myers Trusts & Estates practice group moved the entire department to Loeb & Loeb in April, 2006.• Drafted Wills, Durable Powers of Attorney, Assignments, Advance Health Care Directives, HIPAA/CMIA Releases, and other estate planning documents.• Drafted Trusts, including revocable living trusts (including trusts with generation-skipping planning), insurance trusts, and trusts establishing private foundations.• Prepared deeds and PCORs. Maintained estate planning forms.• Performed various trust administration tasks. -
Professional ParalegalO'Melveny & Myers Llp Oct 2005 - Mar 2006Global, Us• Drafted Wills, Durable Powers of Attorney, Assignments, Advance Health Care Directives, HIPAA/CMIA Releases, and other estate planning documents.• Drafted Trusts, including revocable living trusts (including trusts with generation-skipping planning), insurance trusts, and trusts establishing private foundations.• Prepared deeds and PCORs. Maintained estate planning forms.• Performed various trust administration tasks.I left O'Melveny & Myers when the attorneys in O'Melveny's Trusts & Estates practice group moved their practice to Loeb & Loeb. -
ParalegalMusick, Peeler & Garrett May 1999 - Aug 2005Los Angeles, California, Us• Drafted Wills, Durable Powers of Attorney, Assignments of Tangible Personal Property, Advance Health Care Directives, and other estate planning documents.• Drafted Trusts, including family trusts, insurance trusts, generation-skipping trusts, QPRTs, and QDOTs.• Prepared deeds and PCORs.• Established and maintained client database; created department administrative forms; drafted, maintained and revised estate planning document forms as needed.• Maintained textbase of custom-drafted will and trust provisions for later retrieval.• Tracked payment of quarterly personal and trust income tax returns for high net worth clients.• Obtained EINs for trusts, estates, LLCs, and other entities.• Prepared forms and supporting documentation required by IRS and Franchise Tax Board to establish private foundations and other exempt organizations.• Notarized documents for clients of the firm.• Performed various trust administration tasks. -
Litigation Support ManagerMusick, Peeler & Garrett Oct 1990 - Apr 1999Los Angeles, California, Us• Supervised full-time litigation support clerks and temporary staffs of up to 12 document coders/deposition summarizers, interviewed prospective document clerks, trained department staff, and evaluated employee performance.• Proofread and edited legal reports, contracts, and other documents.• Summarized deposition testimony.• Established and maintained filing systems for complex litigation cases.• Attended and/or supervised document productions, reviewed documents for relevance, and prepared source indices.• Prepared exhibits for depositions and trials.• Provided daily off-site trial support.• Designed and drafted forms for departmental use.• Prepared cost estimates for optical imaging and coding of documents.• Designed databases, coded documents, performed database searches, and printed reports and document images.
Michael Krumme Skills
Michael Krumme Education Details
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Ucla ExtensionCertificate In Litigation/Corporations -
UclaEnglish Language And Literature/Letters
Frequently Asked Questions about Michael Krumme
What company does Michael Krumme work for?
Michael Krumme works for Soffer Law Group
What is Michael Krumme's role at the current company?
Michael Krumme's current role is Estate Planning Paralegal.
What is Michael Krumme's email address?
Michael Krumme's email address is mk****@****law.com
What schools did Michael Krumme attend?
Michael Krumme attended Ucla Extension, Ucla.
What skills is Michael Krumme known for?
Michael Krumme has skills like Drafting Trusts, Drafting Wills, Drafting Powers Of Attorney, Drafting Advance Health Care Directives, Drafting Irrevocable Trusts, Preparing Gift Letters And Crummey Letters, Proofreading And Editing, Revising Estate Planning Forms, Document Review, Notary Public.
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