Casandra L. Barker

Casandra Barker, a paralegal with over 20 years of experience, supports attorneys in the firm’s Trusts, Estates & Legacy Planning practice.

Casandra works with high net-worth individuals and family office clients on their day-to-day matters, including the administration of revocable and irrevocable trusts, limited liability companies, limited partnerships, corporations, and family trust matters. She also works with accounting firms, bank representatives, and investment managers to help accomplish client goals.

Casandra administers charitable lead trusts and charitable remainder trusts, including annual valuations and payouts, and also prepares federal estate and gift tax returns.