Monica is a paralegal in the Wealth Strategies Service Line with a focus on estate planning. She brings a diverse background with more than 18 years of experience in a wide range of practice areas, including trusts and estates, corporate, litigation, bankruptcy, and employment law.
Working closely with clients and professional advisors, Monica frequently creates and implements comprehensive asset alignment plans to maximize asset protection and estate tax efficiency. Her responsibilities include:
- Preparation of wills
- Trust agreements
- Powers of attorney
- Health care documents
- Corporate formation and real estate transfers
Monica is a licensed notary public in the State of Ohio.