• Provided expert guidance on the foundation's nonprofit status and ensured ongoing compliance with nonprofit regulations and IRS regulations. • Monitored changes in legislation and advised leadership on necessary adjustments to maintain compliance.• Collaborated with leadership to develop and implement organizational policies and procedures related to nonprofit governance, financial oversight, and operational procedures. Ensured full compliance with internal standards and external regulations, creating comprehensive documentation for training and operations.• Strategically grew the organization from a single-staff operation to a robust team of 10, identifying and recruiting skilled professionals across key areas to support expanded services.• Implemented hiring best practices, established training programs, and cultivated a collaborative work environment, significantly enhancing operational capacity and service delivery.• Played a pivotal role in the foundation’s fundraising efforts, increasing donations each year through donor cultivation and strategic campaigns. Enhanced donor relations and executed major fundraising events, contributing significantly to the financial stability of the foundation.• Increased student enrollment to over 600 full-time students and 700 part-time students.• Held regular meetings with the executive leadership team to contribute to strategic planning and input on the organization’s long-term goals and objectives. • Provided analytical insights and market trends to guide leadership in making informed decisions. Used data to recommend priorities, allocate resources, and evaluate the progress of key initiatives. • Facilitated discussions between departments to ensure alignment with the strategic goals. Helped identify opportunities for collaboration and resource sharing to optimize overall performance.

• Built strong client relationships while managing a substantial personal book of business with over 100 clients, consistently delivering high-quality legal support.• Advised trustees and executors on trust and estate administration, ensuring compliance with applicable laws, policies, and regulations, with meticulous oversight of income and principal distribution and investment.• Drafted and reviewed complex legal documents, including irrevocable life insurance trusts, inter-vivos trusts, and testamentary trusts, ensuring clarity, compliance, and protection of client assets.• Maintained proactive communication with clients, financial advisors, investment managers, and attorneys, facilitating a collaborative approach to trust and estate matters.• Provided counsel on income, estate, gift, and GST taxes, offering comprehensive tax planning advice and preparing all necessary tax reports and returns.• Administered trusts and estates from inception to termination, managing legal processes for trust closures, including drafting of Receipt, Release & Refunding Agreements to meet compliance requirements.• Conducted detailed trust reviews and developed summaries of trust provisions for clients, flagging and addressing key issues within governing documents.• Presented on estate planning and trust topics at over 15 seminars and conferences, educating audiences on best practices and emerging trends.• Audited and performed detailed accounting of multimillion-dollar accounts, preparing accurate, comprehensive financial reports for compliance and tracking.• Conducted due diligence investigations using open and closed-source research tools to gather critical information for compliance and risk assessment.• Devised innovative solutions to client legal challenges, offering tailored guidance on unique and complex issues.• Provided guidance and oversight to administrative staff, ensuring adherence to procedural standards and efficient support of case activities.

• Observe, grade, and provide feedback to students on mock interviews, depositions, and negotiations• Initiate, facilitate, and moderate class discussions• Assist with course development and improvements

• Prepared estate tax returns and advise clients on issues relating to estate taxes• Reviewed estate and gift tax returns for accuracy and completeness• Researched estate and gift tax issues and Internal Revenue Code and Treasury Regulations relating to same• Calculated estate and gift tax liability for estates and trusts• Worked with appraisers to obtain date of death appraisal for assets and review same• Examined decedent’s personal and financial records to ensure all assets are included on decedent’s returns• Reviewed and analyzed wills and trusts to determine proper distribution of estate or trust • Ensured firm’s model contracts, operating agreements, last wills and testaments, and trusts complied with current law and grammatically correct• Liaised with financial advisors, executors, and brokers regarding various financial transactions, compliance with laws, and how to reduce risk• Collected and analyzed data and documents from clients to ensure compliance• Managed and instructed paralegal and support staff• Ensured clients had proper documentation and met requirements for proposed transactions• Handled audits for sales tax, income tax and estate tax• Drafted wills, trusts, powers of attorney, living wills, health care proxies, waivers of right of election, and other estate planning documents• Administered estates, drafted petitions and supporting documents, prepared receipt and release instruments, and prepared judicial accountings• Prepared presentations and wrote articles on various estate planning and tax topics • Researched various issues in the areas of estate planning, estate administration, tax, business, and other related areas of law

• Managed a caseload of thirty PERM, ten H-1B and ten other visa applications• Responded to inquires from potential and current clients• Prepared petitions, recruitment schedules, and letters of support for clients’ applications • Researched and wrote articles on legal issues concerning immigration