Sergio Rodriguez
Paralegal to the Tax, Probate and Estate Planning Department at Musick, Peeler & Garrett
Based in Los Angeles, United States
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Seniority
Staff
Department
Legal
Location
Los Angeles
Industry
Law Practice
Company size
209
Contact information
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s•••••••@musickpeeler.com
Phone
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Background
About Sergio Rodriguez
Draft Petitions, Wills, Trusts, Durable Powers of Attorney, Assignments of Tangible Personal Property, Advance Health Care Directives, and other estate planning documents. • Draft Trusts • Prepare deeds and PCORs. • Track payments of quarterly personal and trust income tax returns for high net worth clients. • Obtain EINs for trusts, estates, LLCs, and other entities. • Prepare forms and supporting documentation required by IRS and Franchise Tax Board to establish private foundations and other exempt organizations. • Notarize documents for clients of the firm. • Perform various trust administration tasks. Member of the Los Angeles Paralegal Advisory Committee for the Paralegal Program
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