NFPA Webinar: Tales from the Crypt: Part II

Two experienced estate and trust paralegals present a two-session seminar, sharing interesting case stories and the tools, skills, and detective work applied to effectively resolve any issues at hand. 

This is Part II of a two-part series (Part I was Nov. 16).

“The only things we can rely on are death and taxes” includes examples of how digging for information can lead to interesting taxation-related questions, issues, and events, and how to address them successfully.

Earn 1 CLE credit.

Want to purchase the recording for Part 1? Click here!

Meet Your Speakers:

Angela M. Gonzalez SBWCP, is a paralegal at Ruder Ware, L.L.S.C., in Wausau, Wisconsin. She received her master’s degree from Jagiellonian University in Kraków (Poland) and taught English to adults in Poland and Hungary. She determined a law degree would round out her higher education adventures and earned her Bachelor of Laws (LLB) degree from the University of London. While working as a paralegal in Budapest (Hungary), she developed a passion for research and drafting documents in a law firm setting, which led to her continuing her legal experiences when she returned to the United States in 2009. Her varied background earned her the ability to communicate easily with anyone on any topic.  

As a paralegal at Ruder Ware, L.L.S.C., she’s able to sit with a grieving client and empathize or celebrate with a client who has just survived a drawn-out probate process for a loved one. Prior to joining the firm, Angela was a civil litigation legal assistant and paralegal, as well as a corporate paralegal where she spent much of her time preparing work product in due diligence matters and multi-national business transactions. At Ruder Ware, L.L.S.C., Angela specializes in trust and estate administration with an emphasis on federal and state estate tax matters and complex administrations.  

Angela is a State Bar of Wisconsin Certified Paralegal. She is also the National Affairs Representative for the Paralegal Association of Wisconsin, the Primary Delegate for Wisconsin with the National Federation of Paralegal Associations and the National Convention Coordinator for the National Federation of Paralegal Associations.  She presents to various paralegal and education groups on topics including probate administration, legal writing, and file organization. She has presented for the Institute of Paralegal Education, the National Federation of Paralegal Associations, the Wisconsin State Bar, and state paralegal groups.  

 
Donald P. Bristol, RP®, Pa.C.P., is an experienced Estates and Trusts Paralegal with over 18 years' experience. He’s highly skilled in all aspects of complex estate and trust administration, including preparation of Pennsylvania, New Jersey, and Delaware probate related forms and associated tasks, formal accountings and other court-related filings, preparation of state and federal death tax returns and gift tax returns, and preparation and filing of federal and state fiduciary income tax returns.   

Don is a long time and active member of the Chester County Paralegal Association, having served in the past in all Officer positions, and as CLE Coordinator, Website Coordinator, and NFPA® Primary Delegate. He also served as webinar coordinator for NFPA® 2018-2020. He received his Certificate in Paralegal Studies from Villanova University. Don maintains the PACE Registered Paralegal® (RP®) and Pa.C.P. Pennsylvania Certified Paralegal (Pa.C.P.) credentials. He obtained a Piano Performance Bachelor's Degree and Piano Pedagogy Master's Degree from West Chester University. 

Don currently serves as Region IV Director at NFPA, responsible for helping local associations in Delaware, Maryland, New Jersey, Pennsylvania, Virginia, Washington, D.C. and West Virginia.