Monica is a paralegal in the Wealth Strategies Service Line with a focus on estate planning. Monica brings to Shumaker, Loop & Kendrick, LLP 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.
As a part of her responsibilities at Shumaker, Monica works closely with clients and professional advisors to create and implement a comprehensive asset alignment plan to maximize asset protection and estate tax efficiency. Her other 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.