Estate Planning Services
Resume - Margaret McNulty
SPECIALTIES: Attorney licensed in California, Bar No. 292505
Estate planning and estate/trust administration, including probate.
Special needs planning, including special needs trusts.
Preparation of court accountings and trust accountings.
EXPERIENCE:
February 2020-Present: Law Office of Margaret McNulty, Chico, California. Attorney specializing in estate planning and estate administration. (Note: from October 2020 through October 2022, lived near family in Idaho and did not practice law. Reopened practice January 2023.)
February 2019-December 2019: Legal Services of Northern California, Chico, California. Volunteer attorney assisting clients on a variety of matters with emphasis on estate planning and estate administration.
January 2014-March 2018: Law Office of Margaret McNulty, Chico, California. Attorney specializing in estate planning/administration, business, and real property law. (Note: from March 2018 through December 2018, lived in Ireland and did not practice law.)
April 2012-April 2013: Law Office of Ken Baker, Chico, (530) 898-1488. Estate Administration Paralegal. Handled probate and trust administration matters; met with clients; miscellaneous other paralegal work.
December 2008-August 2011: CSU, Chico Research Foundation, Chico, (530) 898-6811. Accounting Technician. Processed benefits invoices, analyzed pension plan information, prepared spreadsheets, journal entries, and reports; reviewed rules and regulations.
August 2007-November 2008: Matson and Isom, Chico, (530) 891-6474. 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.
April 2003-August 2007: Heisinger, Buck & Morris, Carmel, (831) 624-3891. Estate Planning/Administration Paralegal. Organized work projects; prepared estate planning, probate, and trust administration documents; met with clients; reviewed assets; researched laws; prepared federal estate tax returns, various spreadsheets, budgets, trust accountings, and other court accountings.
August 2002-April 2003: Noland, Hamerly, Etienne & Hoss, Salinas, (831) 424-1414. Estate Planning/Probate Paralegal. Prepared client correspondence, estate planning, probate, and trust administration documents. Prepared federal estate tax return.
June 1999-August 2002: Tanimura & Antle, Inc., Salinas, (831) 455-2950. Paralegal. Reviewed, analyzed, and summarized real property and business transactions for agricultural firm; reconciled discrepancies; reviewed, organized, and drafted corporate records.
May 1995-June 1999: Noland, Hamerly, Etienne & Hoss, Salinas, (831) 424-1414. 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.
May 1986-2003: 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.
EDUCATION:
LEGAL: Cal Northern School of Law, Chico: Graduated, Juris Doctorate degree, May, 2013 Received Dean's Award for highest GPA in 1st year class, June 2010; received awards for second highest GPA in 2nd and 3rd year classes.
PARALEGAL: 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.
GENERAL: Holy Cross High School, Mountainview, CA, 9/68-6/70
Sequoia High School, Redwood City, CA, 9/70-1/72, High School Degree
Canada Junior College, Redwood City, CA, 1/72-6/75
College of San Mateo, San Mateo, CA, 6/76-12/78
Laney College, Oakland, CA, 8/79-8/84
College of the Redwoods, Fort Bragg, CA 8/88-12/92, AA Degree
Hartnell College, Salinas, CA, 8/97-12/01, general, real estate
Butte College, Oroville, CA, 1/05-5/05, computer drafting
CSU Chico, 8/05-5/06, construction management, business administration/
accounting
HONOR SOCIETIES: Membership in Phi Kappa Phi and Beta Gamma Sigma.
CSU Chico, College of Business Dean’s Honor List.