Teri Owens Email & Phone Number

Greater St. Louis Area

Administration of Delaware situs trusts. Coordinate with various interested and controlling parties in Delaware trusts, including outside attorneys and advisors. Forensic administration of accounts acquired in mergers, or from other jurisdictions. Manage multiple types of closely held assets and liabilities in directed accounts. Train administrative specialists and associate advisors. Demonstrated ability to repair and retain complicated relationships

Wilmington, Delaware

Participate in team model approach to fiduciary account administration, including discretionary requests, administrative reviews and terminations. Coordinate work flow for team members. Prepare department reports and head division projects for the team. Provide mentoring to junior administrators in basic estate planning and tax concepts. Promoted to Team Lead after only 4 months. Received internal awards for performance and customer service.

Administration of fiduciary and agency accountsMember of Committee supervising post death administration issuesCreated new account opening and administrative procedures for both client services and compliance needsCoordination with various internal and external resources to solve client issuesReview of estate planning documents

Administration of Conservatorships and Special Needs TrustsSpecial projects for departmentReview of estate planning documentsPreparation of customized reports for clientsUtilization of financial planning software for various client needs

Administration of estates, trusts, and family foundationsPreparation of Federal Estate Tax Returns, Fiduciary Income Tax Returns, Gift Tax Returns and miscellaneous other tax returnsCoordination of various department reports and projects

Administration of estates and trusts for average of 90 clients Preparation of Federal Estate Tax Returns, Fiduciary Income Tax Returns, Gift Tax Returns and miscellaneous other tax returns Liaison between attorneys and clients Responsible for training department on fiduciary accounting and tax preparation software and coordination of other training

Worked with four attorneysDrafted pleadings, assisted in depositions and preparation for trialDeveloped Litigation Checklist to more effectively manage case files

Promoted into new position after two weeks Responsible for establishing and maintaining accounts Determined customer needs and provided services to meet those needs

Resolved customer billing disputes Developed and wrote transaction instruction manual Assisted in follow-up training for on-line transactions

Certificate, Paralegal Studies

Bachelor Of Arts, English