Anne Lawrence is a paralegal with over 20 years of experience. She provides assistance to the Firm’s Trusts, Estates & Personal Planning Team in estate and trust planning and administration, guardianships and special needs planning for disabled individuals.

Education

B.S. (Business Administration with a Specialty in Finance), Auburn University, 2003

• Prepares Federal gift tax returns, Federal estate tax returns, Kentucky inheritance tax returns, Federal and Kentucky fiduciary income tax returns for estates and trusts.
• Assists with estate and trust planning and administration of multi-million dollar estates, including drafting estate planning documents, drafting court pleadings for Kentucky and Florida, drafting deeds for Kentucky and Florida real estate transfers, collect and organize financial information, preparation of principal/income accountings.
• Assists with audits relating to Federal estate tax returns and Kentucky inheritance and estate tax returns.
• Assists with litigation of contested estates.