Aureole T. Cruz

Aureole T. Cruz provides paralegal services in the areas of estate and trust administration. His experience includes probate, preparation of inheritance tax and estate tax returns, funding, termination and beneficiary distributions, estate property sales, probate and non-probate asset collection, as well as formal and informal accountings. He also has extensive experience with gift and generation-skipping transfer tax matters and preparing Crummey Notices as well as re-titling and beneficiary designation forms for clients.