Practices and Industries
Estate Planning
Overview
Experience
Credentials

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.

Show More

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

  • Certificate of Legal Assisting, Certified Paralegal, Phoenix College, 1998
  • A.G.S., Indiana University, 1998

PROFESSIONAL ACTIVITIES AND MEMBERSHIPS

Past Board Member and Treasurer, Louisville Association of Paralegals

Related News & Events