Michelle Nguyen

• Trust Administration – California, neighboring states, Foreign Assets • Beneficiary/Discretionary Requests – Analyze Governing Trust documents and approve discretionary requests involving management of principal and income • Money Movement & Management - Principal/Income/invested Income Management • GST and Fiduciary Tax analysis • Client Relationship Managing with: Investment Managers, Financial Advisors, Wealth Advisors • Corporate Trustee Procedures • Risk Management/Compliance/KYC

• Family Law Attorney – Dissolutions, Child Custody matters, Child & Spousal Support matters. • Court Appearances - Motions and Family Resolution Conferences. • Petitions, Motions, Declarations, Ex Parte Motions, Stipulations & Finding and Orders • Drafting & Responding to Discovery demands • Client and Opposing Counsel correspondence including settlement offers. • Premarital & Postmarital Settlement Agreements. • Estate Planning work for clients going through dissolution.

• Family Law work including preparation of forms, petitions, motions, declarations, and legal research. • Worked together with attorney in client intake meetings and court appearances. • Minor estate planning work.

• Estate Planning Work - Drafting Trusts, Wills, Advanced Health Care Directives, Powers of Attorney, and Amendments. • Client intake and meetings.