Fiduciary Trust International

Trust Associate

Relationship Associate

Sandra Davermann,Esq.

•  Drafted Powers of Attorney, Health Care Proxies, Wills (simple and pour-over) and Medicaid Qualifying Trusts to ensure that clients’ estate planning needs are met and assets are protected.
•. Conducted client signing meetings to finalize clients’ estate planning documents.

Estate Planning Consultant

U.S. Small Business Administration

•	Ensured loan application compliance with legal requirements, eligibility, capacity, and authority of the borrowers to incur debt, validity of proposed pledge of collateral, etc. 
•	Used computer-based systems to identify if all needed loan closing documents were received and to provide necessary instructions for proper creation of documents by others. 
•	Addressed questions and concerns of borrowers/authorized representatives regarding legal issues and conditions of closing and legal basis of terms, conditions, and collateral requirements.

Attorney Advisor

Korsinsky & Klein, LLP

•	Drafted Powers of Attorney, Health Care Proxies, Wills (simple and pour-over) and Medicaid Qualifying Trusts to ensure that clients’ estate planning needs were met and assets were protected for purposes of avoiding probate. 
•	Prepared assignments and deed transfers to trusts and made clients eligible for Medicaid services.
•	Prepared and filed probate and estate administration court documents to the Surrogate’s courts for the nominated Executor/Administrator to collect the decedent’s assets.
•	Conducted client signing meetings to finalize clients’ estate planning documents. 
•	Collected, organized, and reviewed relevant financial statements from client to determine eligibility for Medicaid.
•	Communicated with financial institutions to obtain access to financial information; prepared spreadsheets to analyze financial transactions.

Trusts & Estates Attorney

Lamson & Cutner P.C.

•	Prepared tailored Powers of Attorney, Health Care Proxies, Wills (simple and pour-over) and Medicaid asset protection Trusts for drafting to ensure that moderate to high-net worth clients’ estate planning needs were met, and assets and families were protected. 
•	Prepared documents associated with real property transfers to avoid probate and make clients eligible for Medicaid services.
•	Prepared and filed probate and administration initial documents and inventory of assets to shut down an estate proceeding thereby distributing assets from decedent’s estate to beneficiaries. 
•	Assisted with preparation of informal estate/trust accountings to show proper management and distribution of decedent’s assets by the Executor/Administrator to settle an estate. 
•	Drafted Receipt and Release agreements in connection with distributions from an estate or trust and termination of an estate or trust allowing the beneficiary to acknowledge receipt of property thereby releasing the Executor/Administrator from liability with respect to the estate.

Attorney

Franklin Templeton Investments

•	Supported clients by administrating multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk to foster wealth management.
•	Coordinated all aspects of trust terminations and account closings in tandem with Trust Counsel, Investment Officer and Tax Department to ensure smooth transition to another financial institution.  
•	Reviewed and discussed account openings with Senior Trust Officer to determine proper account administration, account type, state law requirements, trust provisions, beneficiaries, appropriate account fees and tax issues in order to prepare account opening documents. 
•	Mitigated risk through compliance with risk management initiatives and adherence to internal controls. Worked within parameters of established policies and procedures to maintain accounts in a compliant manner. Monitored account activity and ensure that noted, repetitive exceptions are documented, corrected and properly noted.
•	Assisted with the implementation of policies, procedures and service standards as per the Trust Investment Operation Manual (TIOM) for trust accounts of client relationships to ensure regulatory compliance and administrative and operating efficiencies. 
•	Initiated processing of wire transfers, discretionary principal payments, currency transactions, bill paying, quarterly estimated tax payments, deliveries/free receives and gift & contributions for beneficiaries and remainderman conforming with dispositive trust provisions and clients’ requests.
•	Responsible for streamlining process and procedures to increase productivity to reduce risk, minimize errors and add value to client interaction and maintain client relationships.

Relationship Associate, Trust Administration

Lamson & Cutner, P.C.

•	Prepared Surrogate’s Court Petitions and accompanying forms for various types of estate/administration proceedings for moderate to high net worth clients.
•	Drafted Powers of Attorney, Health Care Proxies, Wills and Trusts.
•	Reviewed estate/trust documents. 
•	Obtained EINs for estate and trust accounts.
•	Drafted Receipt and Release agreements. 
•	Valuation of estate assets for estate tax reporting.
•	Assisted Of Counsel with preparation and filing of Federal and State estate tax returns and gift tax returns.
•	Assisted Of Counsel with preparation of informal accountings. 
•	Assisted Of Counsel with residential real estate transactions from preparing Contracts of Sale to post-Closing.
•	Prepared Deeds; knowledge of ACRIS.
•	Drafted correspondence to clients and third parties.

Trusts & Estates Paralegal to Of Counsel

I am a Trusts & Estates Attorney licensed in New York and North Carolina. Passionate about working in  this practice area due to personal experience and truly seeing the difference I can make by assisting clients with estate planning and trust and estate administration needs. 

My trust administration experience allows me to focus on providing clients with excellent customer service and comply with policies and procedures in accordance with governing state law and trust provisions. 

I am dedicated to administrating clients’ estate and trust accounts to maintain wealth and minimize fiduciary risk.  Fast paced and driven, I pride myself on my ability to deliver results in high volume, deadline driven environments.

Administered trust accounts for ultra-high-net worth family relationships valued at 5M and above. 

Accountable for the administration of over 100 trust accounts in a high volume and deadline driven environment. 

Executed and customized estate plans for clients. 

Facilitated estate administration matters which led to the distribution of assets. 

Specialities 
Trust Administration 	
Estate Planning 	
Estate Administration

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