Resume

Summary

Energetic, empathetic tax and estate planning professional with broad experience in building and maintaining relationships and a passion for helping clients achieve their personal and charitable goals. Forging authentic connections with the diverse array of clients and advisors. Drafting clear and concise “plain English” explanations of complex tax and estate planning concepts. Presenting on estate planning issues. Working collaboratively with team members at all levels to deliver excellent client service.

Professional Experience
Oct 2015 - Present
Bombardie

LEGAL ADVISOR

New Cityland

  • Advise high net worth clients on gift, estate and generation-skipping transfer tax planning.
  • Draft wills, revocable trusts, living wills, powers of attorney, ILITs, and ante-nuptial agreements. 
  • Assist with administration of complex estates. 
  • Research state and federal tax issues

Aug 2011 - Sept 2014
Fulton House Enterprises

LEGAL ADVISOR

New Cityland

  • Advised high net worth clients on gift, estate and generation-skipping transfer tax planning.
  • Prepared and filed federal gift and estate tax returns. 
  • Researched state and federal tax issues

Jan 2008 - Apr 2011
Danube Corporation

LEGAL ADVISOR

New Cityland

  • Advised high net worth clients on tax-efficient estate planning.
  • Presented on new developments in estate planning and tax law

Education
Jan 2008 - Apr 2011
7.0 CGPA

Elms College

New York

About Me
  • Name OWEN MCDONALD

  • Email owen.mcdonald@cvowl.com

  • Phone 555-322-7337

  • Location 1 square street, New York, USA

  • Age35 (15-Dec-1984)

  • Gender Male

  • Marital Status Married

  • Nationality American

  • Education Bachelor’s Degree in Law (Elms College)

  • Experience Bombardie (LEGAL ADVISOR)