Myshanda V. Upton Email & Phone Number

United States

San Rafael, California

Responsible for project setup and management including, creating case budgets based on estimates, historical data, and legal research, review and proofread court and other legal documents for deadlines and class member specific information, handle budget tracking, calculating distribution pro-rata, and resolving claimant project specific questions from incoming correspondence via phone, email and mail. Create class action documents including Class Notices and claim forms. Draft all required project specific documents for dissemination to class members and clients. Also create and maintain timelines associated with various projects including both internal and external deadlines and facilitating the completion of associated tasks. Audit data entry of claimant correspondence for accuracy and provide weekly reports regarding project specific statistics including status reports, distribution tracking and drafting declarations as needed. Serve as a coordinator between various departments and outside vendors to ensure all deliverable are met in a timely manner.

Hayward, Ca

I was responsible for the design and implementation of the organization's financial and personnel policies and procedures. Manage vendor relations and provide general oversight of organization's facilities. I was responsible for the implementation and support of legal tools and programs to improve office efficiency and effectiveness. Human resource duties including responsible for finding, interviewing and supervising staff, conduct employee evaluations and resolve human resource disputes and concerns. I was responsible for the creation and implementation of employee training programs and office special events. I work closely with the company accountant with payroll, petty cash, financial reporting, audit preparation, and accounts payable and receivable. Establish and maintain organization's budget and income/expense reporting. Reconcile credit card statements, petty cash, prepare expense reports and track travel expense reports. I was also responsible for answering phones, writing client correspondence and event planning. I also edit and review contracts including research as necessary.I perform legal research, writing and develop legal arguments for consumer rights and civil litigation clients. I interview clients, track documents and case information in Abacus. Draft and proofread pleadings, meet and confer letters, calendar discovery, create discovery plans and prepare discovery. I prepare exhibits for trial, write demands letters to insurance companies and draft correspondence. Also perform other legal duties as needed.

San Francisco Bay Area

I performed legal research on state tax issues for clients with appeals before the State Board of Equalization. I was responsible for writing and submitting opening and responsive briefs in defense of clients and communicating with the Board of Equalization or Franchise Tax Board regarding client needs and concerns; including issues of tax policy and regulation. I prepared weekly case updates for supervising attorney.

Oakland, Ca

Performed legal research, writing, and analysis for an Oakland boutique Estate Planning law firm. Balanced bank statements and calculated accounting for conservatorships with supporting documents for Probate Court. Made appearances on behalf of clients at administrative hearings.

San Francisco, Ca

I performed legal research, writing and development of legal arguments including assistance with preparation of pleadings for a general civil practitioner. I organized and maintained office filing system for estate planning and family law firm.

Responsible for planning and implementing two academic retreats for currently enrolled law students. Responsible for creating a program that would support academic and personal success during law school.

Researched legal issues in tax law using the IRS website and Westlaw. Drafted memoranda on tax, immigration, bankruptcy, foreclosure, and probate issues for supervising attorney. Analyzed financial documents in preparation for negotiation with the Internal Revenue Service, prepared client tax returns, and exhibits for IRS audit of clients and hearings.

Researched property foreclosures, renters' rights, and criminal law for California public benefit corporation and nonprofit organization that specializes in tenants' rights and advocacy.Drafted a successful motion to dismiss evidence collected in an illegal search.Maintained client files and organization records.

Work for the Dean's office then for the Director of the Loucheim School of Judaic Studies.

Knoxville, Tennessee

Managed vendor relations, provided general oversight of organization's facilities and properties, and supervised organizational reporting, licensing, and state registrations. Hired and supervised staff, conducted employee evaluations, resolved human resource disputes, and monitored compliance with Occupational Safety and Health Administration standards. Worked closely with company accountant on payroll, petty cash, financial reporting, audit preparation, and accounts payable and receivable. Spearheaded organization's budget and income/expense reporting.Earned employee of the year award.Bookkeeping for Various

Drafted motions, legal memoranda and briefs, and letters to clients and opposing counsel.Performed administrative tasks including filing, answering phones, and greeting clients.

Llm, Taxation

Jd, Taxation

Activities and Societies: ABA Representative - Vice WRBLSA Academic Retreat Coordinator USF NBLSA Liaison ABA Liaison Housing.

Bachelors Of Science, Business Administration; Operations Management