Mike Valenti Email & Phone Number

Washington, Dc, Us

Baltimore, Md, Us

Estates and Trusts Paralegal at Towson, multidisciplinary law firm. Joined the Firm in the wake of loss of Estates and Trusts practice group.• Perform administration of Estates and Trusts of varying sizes, types, and complexities.• Draft Estate Planning documents, including wills, trusts, powers of attorney and health care directives.• Draft and file Guardianships. Complete and file annual reports and accounts of guardian.• Open and maintain probate for estates involved in litigation matters.• Organized, prioritized and efficiently executed on existing caseload and matters.• Work with Personal Representatives, Trustees, Beneficiaries, Financial Advisors, CPA’s and Insurance Providers.Internet, technology and software savvy. Very proficient with Microsoft Word and Excel as well as Adobe Acrobat Pro. Excellent working knowledge of MDEC eFiling, Westlaw, LexisNexis, Practice Manager, Time Matters, CLIO, and Ring Central software.

Paralegal at boutique, Baltimore Estates and Trusts practice specializing in Estate Planning, Asset Protection, Probate, Trusts, Guardianships and Medicaid LTC. Robust, diverse practice, combined with well-regarded attorney/CPA mentor resulted in exceptional breadth and depth of experiences.• Primary focus on administration of Estates and Trusts from small estates to large, complex trusts and estates, taking matters from inception to closure.• Draft and execute wills, trusts, powers of attorney and health care directives.• Draft adult and minor Guardianships. Significant Guardianship litigation experience. Completed and filed annual reports and accounts of guardian.• Draft complaints, pleadings, motions, legal briefs, memoranda of law, appellate briefs, subpoenas, correspondence, and other legal documents.• Perform all aspects of probate, estate administration and trust administration, including preparation and submission of all documentation to the Orphans’ Court, Register of Wills, Circuit Court, etc..• Provide strong support for litigation matters at all phases.• Work with Personal Representatives, Financial Advisors, Trustees and Beneficiaries.• Monitor and evaluate asset managers, financial advisors and insurance related products and programs.• Assist with Medicaid Long Term Care planning. Prepare and file LTC applications.

Senior Paralegal at PCS Law, a Criminal Litigation practice with additional focus in Employment Law, Business Law, and Civil Rights.• Primary focus on Appellate work in DC and MD Courts. Research and draft briefs, motions and other legal documents.• Perform legal research and draft complaints, pleadings, motions, legal briefs, memoranda of law, appellate briefs, subpoenas, demand letters, discovery letters, Brady letters, correspondence and other legal documents.• Conduct intake interviews and subsequent interviews with clients and witnesses for matters including trial preparation, trial support and settlement negotiations.• Electronically file documents in Maryland District, Circuit and Courts of Appeals as well as District of Columbia Superior Court and Court of Appeals.

Baltimore, Md, Us

Paralegal in Montgomery County Legal Aid office. Maryland Legal Aid is a donor funded, private law firm providing a full range of legal services to financially qualified individuals. • Primary focus on Family Law, with additional focus on Employment Law, Bankruptcy, Landlord-Tenant and other Civil matters.• Performed litigation support; prepared discovery; drafted pleadings, motions, memoranda of law, demand letters, correspondence and other legal documents.• Conducted intake interviews and subsequent interviews with clients and witnesses for matters including trial preparation, trial support and settlement negotiations.• Conducted legal research, developed case theory and strategy.

Valhalla, Ny, Us

Passive-income eCommerce business holding company for diverse portfolio of internet commerce properties. Expertise in internet marketing, design and development of websites, Search Engine Optimization and technology platforms.

Valhalla, Ny, Us

Owned and operated a large Branch Office of Allstate Insurance Company with $4.2 million in annual recurring premium. The office employed seven employees. All lines of insurance, investments, financial and estate planning were offered.

Lincroft, Nj, Us

Recruited and on-boarded Registered Representatives to large regional financial and estate planning firm. Worked with financial and estate planners and their clients on large, complex cases.

Radnor, Pa, Us

Directed distribution of complex insurance and investment products and trust and estate planning concepts to financial advisors and their clients.

Atlanta, Ga, Us

Directed distribution of a wide range of investment, insurance and retirement planning products and programs to financial advisors and their clients.

San Francisco, California, Us

Directed distribution, marketing and product development of investment, insurance and retirement products and programs to financial advisors.

Directed sales, marketing and product development activities with respect to 401(k) and retirement plan market.

Led sales, marketing and product development efforts, touching all aspects of firm's mutual fund, annuity and retirement plan distribution activities.

Provided sales and marketing support to outside sales force as well as national sales force of over 4000 financial advisors.

Ba, Economics

Paralegal Certification, Law

Bachelor'S Degree