Open, communicative trusts and estate support
Taylor O'Day provides support on a variety of trust and estate matters. She is involved in all aspects of estate and trust administrations, including ascertaining and distributing probate and non-probate assets for high-net-worth clients. She prepares fiduciary, estate, gift and foundation tax returns. Taylor also drafts legal documents for estate planning clients such as trustee resolutions, disclaimer of interests, marital property exchange agreements, promissory notes, gift assignments and purchase agreements.
Taylor develops and maintains strong relationships through open communication with financial advisors, accountants, family assistants and continuous client contact.
- State Bar of Wisconsin Certified Paralegal (2020)
- University of Wisconsin - Milwaukee (B.A., 2016)