A paralegal since 1979, Deborah Mabry focuses her work on estate and trust administration and the preparation of estate tax, gift tax and fiduciary income tax returns.
What do you focus on?
I have been with the Private Clients group for over 21 years focusing on helping our clients by assisting the attorneys with the preparation of various court documents to open estate and trust administrations. I am detail oriented and use that skill to prepare Inventories and Accountings. I also collect asset information by contacting banks, brokerage firms, life insurance companies and real estate appraisers. Part of my responsibilities includes preparing Accountings, Court Inventories and estate tax returns. In addition, I prepare gift tax returns and fiduciary income tax returns so we can meet the tax reporting requirements of the IRS and state agencies. I’m part of the team and enjoy working closely with our clients.
What do you see on the horizon?
The Internal Revenue Code isn't getting simpler and the courts are moving in the direction of mandatory e-filing. I stay on top of these ever changing rules and procedures so we can best meet the needs of our clients.