During the course of her 25-plus-year career as a legal assistant and paralegal – which includes 21 years with Moss & Barnett – Stacie has worked closely with clients, outside counsel, and other professionals throughout both the estate planning and probate processes. This includes preparing estate planning documents; handling asset transfers; and managing probate court filings, accountings, and distributions. In addition, Stacie’s background includes preparing a variety of tax returns, including gift tax returns, fiduciary income tax returns, and estate tax returns. Stacie also handles the setup and administration of trusts, guardianships, and conservatorship matters.
University of Minnesota Twin Cities
Certifications / Specialties
- Minnesota Certified Paralegal (MnCP)
News & Insights
- Proposed Changes to IRS Regulations May Limit or Eliminate Valuation Discounts for Family-Owned Businesses09.26.2016
- Upper Landing Park, 180 Shepard Road, St. Paul, MN, 09.17.2016
- Minnesota Paralegal Association