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Professionals

Connie S. Bueter

Paralegal

P 502-589-5235 F 502-589-0309

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

 

Connie Bueter is a paralegal with the Firm's Trusts, Estates & Personal Planning Service Team.  She assists in estate and inheritance tax preparation, collection and organization of data, and other critical legal and administrative functions in the estate administration practice.

Connie S. Bueter

Location

500 West Jefferson Street
Suite 2800
Louisville, KY 40202

Representative Matters

  • Prepares documents and coordinates closely with clients in the collection of detailed information for the transfer and or disposition of assets, including real estate holdings and securities.
  • Prepares estate and inheritance tax returns, calculates any taxes due and coordinates with the client and attorney in the date of death valuation of both simple and sophisticated assets in Kentucky, Indiana and Florida.
  • Prepares Kentucky, Indiana and Florida deeds and any related transfer documents for estate planning and estate administration clients.

Education

1998 - Certificate of Legal Assisting, Certified Paralegal, Phoenix College

1998 - A.G.S., Indiana University

Professional Activities and Memberships

  • Past Board Member and Treasurer, Louisville Association of Paralegals

Representative Matters

  • Prepares documents and coordinates closely with clients in the collection of detailed information for the transfer and or disposition of assets, including real estate holdings and securities.
  • Prepares estate and inheritance tax returns, calculates any taxes due and coordinates with the client and attorney in the date of death valuation of both simple and sophisticated assets in Kentucky, Indiana and Florida.
  • Prepares Kentucky, Indiana and Florida deeds and any related transfer documents for estate planning and estate administration clients.

Education

1998 - Certificate of Legal Assisting, Certified Paralegal, Phoenix College

1998 - A.G.S., Indiana University

Professional Activities and Memberships

  • Past Board Member and Treasurer, Louisville Association of Paralegals
Connie S. Bueter