Margaret M. McNulty
Attorney licensed in California
Client Reviews of Margaret McNulty:
Estate planning including trusts, wills, financial powers of attorney, advance health care directives, and trust funding documents.
Special needs planning.
Estate and trust administration.
Probate and conservatorships.
Preparation of court accountings and trust accountings.
Cal Northern School of Law, Chico: Graduated, Juris Doctorate degree, May, 2013
Received Dean's Awards for highest GPA in 1st year class and for second highest GPA in 2nd and 3rd year classes.
SFSU Paralegal Program: Legal Research and Writing, Civil Litigation, 1/94-5/94
Hartnell College Paralegal Program: Paralegal Certificate, 1995
Monterey College of Law: Corporations Class, audited, 1995
UC Santa Cruz Paralegal Program: Contracts Class, 1996
Monterey College of Law: Wills/Trusts Class, audited, 2002-3.
2/20-present: Law Office of Margaret McNulty, Chico, (530) 809-0675. Main practice areas: estate planning/administration, special needs planning.
2/19-12/19: Legal Services of Northern California, Chico, (530) 345-9491. Served as a volunteer attorney. Main practice areas: estate planning/ administration, tenancy matters, and senior legal issues.
1/14-3/18: Law Office of Margaret McNulty, Chico, (530) 809-0675. Main practice areas: estate planning/administration, special needs planning, business law, and real property law.
4/12-4/13: Law Office of Ken Baker, Chico. Estate Administration Paralegal. Handled probate and trust administration matters; met with clients; miscellaneous other paralegal work.
12/08-8/11: CSU, Chico Research Foundation, Chico. Accounting Technician. Processed benefits invoices, analyzed pension plan information, prepared spreadsheets, journal entries, and reports; reviewed rules and regulations.
8/07-11/08: Matson and Isom (now KCoe Isom), Chico. Staff Accountant, Estate/Trust Administration. Reviewed real property and personal property assets, income, expenses, debts, and various other documents; research laws and rules; preparation of various accountings, spreadsheets, business valuations, and tax returns.
4/03-8/07: Heisinger, Buck & Morris, Carmel. Estate Planning/Administration Paralegal. 4/03-8/04: Organized work projects; prepared estate planning, probate, and trust administration documents; met with clients. 8/04-8/07: reviewed assets; researched laws; prepared federal estate tax returns, various spreadsheets, budgets, trust accountings, and other court accountings.
8/02-4/03: Noland, Hamerly, Etienne & Hoss, Salinas. Estate Planning/Probate Paralegal. Prepared client correspondence, estate planning, probate, and trust administration documents. Prepared federal estate tax return.
6/99-8/02: Tanimura & Antle, Inc., Salinas. Paralegal. Reviewed, analyzed, and summarized real property and business transactions for agricultural firm; reconciled discrepancies; reviewed, organized, and drafted corporate records.
5/95-6/99: Noland, Hamerly, Etienne & Hoss, Salinas. Business Law Paralegal. Responsibilities included entity formation, mergers, and dissolution, real property transactions, mutual water companies, nonprofit corporations, government filings, review, analysis, and summary of corporate and other entity records, research, correspondence and document drafting.
5/86-2003: Self-employed Accounting Services for businesses. Handled various accounting functions including accounts receivable, accounts payable, payroll, journal entries, depreciation, reconciliations, government returns (payroll, sales tax, business tax, etc.), and preparation of financial statements.
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If I can be of service to you, please contact me at (530) 809-0675.