Tara Thomas

Tara ThomasLaw Clerk - Trusts and Estates/Tax Department - Brinen and Associates, LLCAstoria, NY
-Work ExperienceAssociate Attorney
Brinen & Associates, LLC - New York, NY-February 2014 to Present
Responsibilities
Draft trust agreements, will documents, and correspondence for estate planning clients.
Participate in client and prospective client meetings.
Actively participate in developing plans for clients' estates to minimize future tax liability and accomplish individualized goals.
Complete various Internal Revenue Service filings for individual and corporate clients in the tax controversy department.
BAR ADMISSIONS - New York, NY-February 2014 to February 2014
February 2014
Law Clerk - Trusts and Estates/Tax Department
Brinen and Associates, LLC - New York, NY-May 2012 to January 2014
Draft trust agreements, will documents, and correspondence for estate planning clients.
• Participate in client and prospective client meetings.
• Actively participate in developing plans for clients' estates to minimize future tax liability and accomplish
individualized goals.
Research Assistant for Elder Law Professor Peter J. Strauss
New York Law School - New York, NY-February 2012 to May 2012
Researched the inability of a Guardian to bring a divorce proceeding on behalf of an incapacitated individual.
• Prepared memoranda summarizing my research for an article to be written by Peter J. Strauss.
Law Clerk
PLS Law Group P.C - New York, NY-March 2011 to May 2012
Drafted motions, pleadings, legal memoranda and client communications for corporate and commercial litigation
partner.
• Communicated with the IRS in regard to accountings for estate plans.
• Facilitated filing and service of motions and pleadings.
• Conducted legal research including federal and state case law, federal and state procedures and arbitration decisions concerning issues in bankruptcy, business and commercial litigation.
Receptionist
The Grolier Club - New York, NY-October 2009 to August 2010
Screened and directed calls to employees and members of this society of bibliophiles.
• Greeted and informed visitors and members of the events at The Grolier Club.
Marketing Associate
Legg Mason Inc - Stamford, CT-June 2008 to April 2009
Managed administrative tasks for a six-person marketing department.
• Maintained hardcopy and electronic filing system for financial marketing materials.
• Accountable for providing materials requested by auditors and compliance officers.
Alumni Services Associate - University at Albany Fund
State University of New York at Albany - Albany, NY-November 2005 to May 2008
Albany, NY November 2005 - May 2008
Alumni Services Associate - University at Albany Fund
• Trained new service associates in fundraising techniques.
• Raised over $20,000 in donations for various departments using Campus Call database.
EducationJuris Doctor
New York Law School - New York, NYSeptember 2011 to May 2013

Add new comment