Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Shane Mirghanbari

Irvine

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Paralegal

Morgan Law Group
09.2022 - Current
  • Managing and drafting estate planning matters from engagement to completion
  • Includes drafting the trust, advance health care directive, durable power of attorney, pour-over wills, guardian nominations, and business assignments of interest, funding instructions, trust transfer deeds utilizing WealthCounsel
  • Experience with trust provision customizations not provided through WealthCounsel
  • Extensive calendaring and coordination with clients and attorneys
  • Conducting Estate Plan signing meetings (remotely and in-person) with clients from start to finish
  • Includes detailed review of crucial trust articles and ancillary documents
  • Reviewing and review of detailed instructions for trust funding
  • Extensive client communication during the estate plan drafting process to confirm plan distributions, obtain any outstanding information, answer questions pertaining to the client's plan and reviewing asset information with the client for accurate funding recommendations
  • Real Property & Property Tax Experience
  • Preparation of deeds transferring ownership interests into legal entities (LLCs & Corporations) with preparation of attachments to PCOR with documentation and explanations on why transfer is excluded from reassessment, as applicable
  • Extensive communication with county assessor's office with reviewing ownership interests
  • Preparation of rescission agreements and rescission deeds for reverting assessed values for property tax purposes
  • Review and preparation of exclusion from reassessment analysis for attorney review with client pertaining to transfers between parent and child (post Proposition 19)
  • Experience with research on revenue and taxation code for determination of taxable events in regard to inter vivos transfers and analysis of estate of exemptions utilized while reviewing capital gains and/or property tax reassessment concerns related to gifting and miscellaneous transfers
  • Knowledge of reviewing chain of title and determining proper title to real properties
  • Drafting appropriate deeds and/or affidavits clearing title due to change of trusteeship, corrective instruments to clear titling and clerical errors, as applicable
  • Trust & Estate Administration Support
  • Supporting Trust & Estate Administration attorney with client communication, drafting distribution agreements, transfer documents, obtaining TIN, asset list and fiduciary accountings
  • Responsible for training new employees on the firm's process, expectations
  • Experience reviewing work for accuracy and providing feedback.

Senior Paralegal & Operations Manager

Beach Cities Estate Law
11.2021 - 09.2022
  • Supporting lead attorney with Estate Plan client meetings and conducting signing ceremonies
  • Drafting Estate Plan summaries for client review and estate plan documents in preparation of signing using Wealth Counsel
  • Managing and creating initial groundwork for Trust Administration matters due to a death, incapacity or change of trusteeship
  • Includes comprehensive review of trust instrument, tracking full administration checklist, preparing initial informational request correspondence to client, preparing required notices per the California Probate Code, calendaring statutory timeframes for deadlines on local, state and federal levels
  • Preparation of asset list with determination of ownership at time of death for estate tax purposes and trust allocations, as appropriate
  • Experience with research on revenue and taxation code for determination of taxable events in regard to inter vivos transfers and analysis of estate of exemptions utilized while reviewing capital gains and/or property tax reassessment concerns
  • Experience with determination of appropriate schedules for each of the decedent's asset on the IRS Form 706 for a portability election under for estates under the federal exemption
  • Preparation of Real Estate deeds and appropriate assessor forms to transfer real property to beneficiaries of a trust, between legal entities, between children and/or parents with analysis of capturing assessed property taxes for transfer occurring prior and post Proposition 19, as applicable
  • Knowledge reviewing chain of title and determining proper title to real properties
  • Drafting appropriate deeds and/or affidavits clearing title due to change of trusteeship, corrective instruments to clear titling and dates of trust instruments, and distribution deeds
  • Work with the client, Merchant Service Provider, and credit card company to resolve disputes or refunds; oversee and manage vendors and firm inventory; oversee case management system; tracking and managing the firm's annual state and federal filings; onboarding new employees
  • Oversee the Firm's records retention and information storage & retrieval (case management, contact management, personnel/payroll, document storage, etc.).

Paralegal

Kaiser Law Group
06.2018 - 10.2021
  • Supporting lead attorney with Trust Administration matters due to death or incapacity of Grantors, assisting with Probate Court administrations and maintenance of firm's annual Client Care Program under attorney supervision
  • Extensive experience communicating with clients and adhering tight deadlines
  • Drafting various instructions for clients on steps to take during administration process or instructions on how to handle communication with various institutions for accounts subject to administration
  • Assisting all clients enrolled in the firm's annual client care program in retitling assets to the Trust or updating beneficiaries as appropriate for smooth eventual administration
  • Includes maintenance of annual asset worksheet for tracking purposes, conducting asset meetings to discuss process of updating title to assets and preparation of instructions and/or forms for client signature.

Junior Paralegal

Law Offices of Steven F. Carvel
02.2016 - 05.2018
  • File maintenance of Trust Administration and Estate Plan matters and assisting with administrative tasks for Senior Paralegal and lead attorney
  • Preparing initial Trust Administration documents and drafting transfer documents as necessary.

Inventory & Backroom Senior Lead

Target Corporation
10.2007 - 01.2016
  • Lead team to complete expected tasks and following up with performance on a daily basis
  • Analyze sales reports, planning based on sales expectations, maintaining department presentation, and acting as a liaison between executives and various vendors
  • Interviewing individuals for objective incident reports to be filed with corporate legal sector.

Education

Paralegal Certificate -

UCLA Extension
Los Angeles, CA
03.2014

Bachelor of Arts in Social Ecology; Course concentration in Criminology & Law Theory -

UC Irvine
Irvine, CA
06.2008

Skills

  • Proficient in Microsoft Outlook, Word, Excel, PowerPoint, E-Filing with County Superior Courts, title search, ActionStep, NetDocuments and use of OnLaw through CEB for legal research
  • Fluent in Farsi language
  • California Notary Public
  • Adobe Acrobat
  • Legal Drafting
  • Vendor Management
  • Case Management
  • Employee Orientation
  • Process Improvement
  • QuickBooks
  • Interviewing
  • Accounting
  • Payroll
  • Accounts Payable
  • Tax Experience
  • Proofreading
  • Analysis
  • Management
  • English
  • Paralegal
  • Customer service

Certification

  • Certified Notary Public
  • Paralegal Certificate

Languages

English - Fluent
Farsi - Fluent

Timeline

Senior Paralegal

Morgan Law Group
09.2022 - Current

Senior Paralegal & Operations Manager

Beach Cities Estate Law
11.2021 - 09.2022

Paralegal

Kaiser Law Group
06.2018 - 10.2021

Junior Paralegal

Law Offices of Steven F. Carvel
02.2016 - 05.2018

Inventory & Backroom Senior Lead

Target Corporation
10.2007 - 01.2016

Paralegal Certificate -

UCLA Extension

Bachelor of Arts in Social Ecology; Course concentration in Criminology & Law Theory -

UC Irvine
  • Certified Notary Public
  • Paralegal Certificate

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Shane Mirghanbari