Shelly Bordon Email & Phone Number

State College, Pa, Us

State College, Pennsylvania, United States

Focus on Estate Administration including handling estates from origination through closure for individual clients. Experience dealing with large and complex estates. Comfortable with personal income taxes, PA Inheritance Taxes, Federal Estate Taxes. Proficient in Lackner 6-1 software. Work directly with executors and administrators, collecting assets, and preparing inheritance tax returns. Prepare required documents in connection with the distribution of general and specific bequests, interim and residuary distributions.

State College, Pennsylvania Area

As the Legal Department’s Executive Assistant and Paralegal, my role was supporting the department, assisting with Board meetings, liaising with Finance on managing invoices, overseeing IP management, and helping with other corporate functions and HR/employment/immigration matters. I assisted with coordinating and scheduling meetings, as well as handling expenses and travel arrangements.

Woodbridge, Nj

. Formation of Corporate Entities• Check name availability, reserve or register corporate names• Draft and file certificate of incorporation and amendments• Draft minutes of organizational meeting and written consents• Maintain corporate minute book and stockholder records• Draft documents necessary to qualify corporations as foreign corporations in other jurisdictions• File annual reports, notices of changes of officers, directors, and related corporate information in jurisdiction of incorporation and in foreign jurisdictions in which the corporation is qualified to transact business• Obtain on-line business status reports and registered agent information for companies• Obtain good standing certificates and copies of charter documents• Draft UCC Financing Statements and subsequent amendments, assignments, or terminations with appropriate state and local agencies• Coordinate recording of UCC Financing Statements• Perform on-line searches of U.S. Patent and Trademark Office (USPTO) records, industry databases and general legal research• File Assignments of Patents, Trademarks and Copyrights with the USPTO• Assist other teams with projects as needed• Provide support in the management of outside vendors invoices.

Bachelor Of Science - Bs, Management Science

Activities and Societies: Graduated Cum Laude

Associate Of Arts And Sciences - Aas, Paralegal

Activities and Societies: ABA-approved paralegal program