Laura Ayers
Email: layers@fbolawfirm.com
Summary Of Practice:
Eight years of experience, specializing in trusts, estates and taxation. Prepares and files New Jersey estate and inheritance tax returns, federal estate tax returns (Form 706) and federal gift tax returns (Form 709). Prepares estate accountings, as required. Handles estate administration from probate to asset distribution. Prepares probate papers and Surrogate Court filings. Prepares income tax returns for individuals and trusts, including charitable trusts and nonprofit organizations. Files Forms 1040, 1041, 990 and 5227, using electronic filing as mandated. Handles distributions of trusts, including GRATs and CRUTs. Corresponds with taxing authorities.
Drafts estate plan documents, including Wills, Trusts, Health Care Proxy Directives and Living Wills. Conducts research on various legal topics, with particular emphasis on tax issues. Corresponds and meets with clients on regular basis.
Drafts and files Deeds.
Notary Public of New Jersey
Roberta Bass
Email: rbass@fbolawfirm.com
Summary Of Practice:
Roberta Bass is a Paralegal in the Flanagan Barone & O’Brien firm’s Real Estate Department and Trusts and Estates Department. Roberta received her Bachelor of Arts in Political Science from City University of New York – Brooklyn College and a Certificate in Paralegal Studies from the ABA approved program at Middlesex County College. In the Real Estate Department, Roberta reviews Real Estate Contracts and title work, as well as drafts all closing documents and deeds for both residential and commercial closings. In the Trusts and Estates Department, Roberta drafts estate plan documents, including Wills, Trusts, Powers of Attorney, Health Care Proxy Directives, Living Wills and Deeds. Roberta also conducts research on various legal topics. She also communicates and meets with clients on a regular basis.
Daniel McAneny
Email: dmcaneny@fbolawfirm.com
Summary Of Practice:
Daniel McAneny is a paralegal in the Flanagan Barone & O’Brien firm’s litigation department. Daniel received his degree in Paralegal Studies from Fairleigh Dickinson University in 2006. In the litigation department, Dan reviews and prepares discovery, gathers relevant information for the cases he handles, drafts motions and briefs, conducts legal research, retains and corresponds with experts and assists in trial preparation.
Brad Takeall
Email: btakeall@fbolawfirm.com
Summary Of Practice:
Review discovery, gather relevant information to the case, draft motions and briefs, conduct legal research, correspond with experts and obtain experts’ reports, and assist in trial preparation.
Joann Trifari
Email: jtrifari@fbolawfirm.com
Summary Of Practice:
Joann Trifari is a paralegal in the Flanagan Barone & O’Brien firm’s litigation department. Joann received her degree in Paralegal Studies from Fairleigh Dickinson University. In the litigation department, Joann reviews discovery, gathers relevant information for the cases she handles, drafts motions and briefs, conducts legal research, retains and corresponds with experts and assists in trial preparation.
Joanne Wildgen
Email: jwildgen@fbolawfirm.com
Summary Of Practice:
Filing of Federal and New Jersey income and estate tax returns, Estate litigation, Development and design of complex insurance litigation models for settlement
Medicaid applications, Review of insurance policies of multiple insurers over extended periods of time covering multiple sites in order to prepare complex insurance coverage charts, Development of program for allocation of liability of complex environmental claims based upon Carter-Wallace, and Owens-Illinois case law, Develop document review protocols for complex litigation coverage actions