Phyllis Monteleone

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Phyllis Monteleone

Phyllis provides high level support to the Trust and Estates department assisting Mr. Breed and Mr. McGann with managing the financial aspects of estate and trust administration. Offering 30 years’ experience, her expertise in the areas of fiduciary tax preparation, accountings, tax compliance, financial analysis and financial reports makes her an invaluable asset to our firm.

She prepares Federal and State estate tax returns, Fiduciary income tax returns, gift tax returns and is instrumental in coordinating the administration of revocable and irrevocable trusts and estates, managing the delicate balance of the fiduciary/beneficiary relationship. In addition, she assists with estate litigation, gathering and coordinating information and meeting deadlines. As a Senior Paralegal, Phyllis also plays a managerial role effectively coordinating client matters among the staff.

EDUCATION:

St. John’s University

Bachelor of Science-Paralegal Studies 1984