Lisa Loree is a probate and tax paralegal with over 30 years of firm experience. She is experienced with:
- Administration of estates and trusts
- Preparation of pleadings to open and maintain probate estates in both Missouri and Kansas
- Collection, maintenance and transfer of assets
- Accounting and administrative functions
- Docket control and maintenance
- Preparation of federal and state estate tax returns, gift tax returns, individual income tax returns, fiduciary income tax returns, and private foundation tax returns