Michael Krumme

Michael Krumme Email and Phone Number

Estate Planning Paralegal @ Soffer Law Group
Michael Krumme's Location
Los Angeles, California, United States, United States
Michael Krumme's Contact Details

Michael Krumme work email

Michael Krumme personal email

n/a
About Michael Krumme

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.

Michael Krumme's Current Company Details
Soffer Law Group

Soffer Law Group

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Estate Planning Paralegal
Michael Krumme Work Experience Details
  • Soffer Law Group
    Paralegal
    Soffer Law Group Jan 2023 - Present
    Beverly 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.
  • Kanin Soffer Llp
    Paralegal
    Kanin 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.
  • Velasco Law Group, A Professional Corp.
    Estate Planning Paralegal
    Velasco 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.
  • Hoffman Sabban & Watenmaker, Apc
    Estate Planning Paralegal
    Hoffman Sabban & Watenmaker, Apc Jan 2013 - Jan 2015
    Los 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.
  • Wolf, Rifkin, Shapiro, Schulman & Rabkin, Llp
    Estate Planning Paralegal
    Wolf, Rifkin, Shapiro, Schulman & Rabkin, Llp May 2007 - Jan 2013
    Los 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.
  • Loeb & Loeb Llp
    Estate Planning Paralegal
    Loeb & Loeb Llp Apr 2006 - May 2006
    New York, Us
    I 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.
  • O'Melveny & Myers Llp
    Professional Paralegal
    O'Melveny & Myers Llp Oct 2005 - Mar 2006
    Global, 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.
  • Musick, Peeler & Garrett
    Paralegal
    Musick, Peeler & Garrett May 1999 - Aug 2005
    Los 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.
  • Musick, Peeler & Garrett
    Litigation Support Manager
    Musick, Peeler & Garrett Oct 1990 - Apr 1999
    Los 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

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

Michael Krumme Education Details

  • Ucla Extension
    Ucla Extension
    Certificate In Litigation/Corporations
  • Ucla
    Ucla
    English 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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