Debra Handrahan supports the Wealth Planning Practice Group with an emphasis on assisting clients with the administration of various Trust and Estate administration matters.
Her responsibilities include client meetings, gathering and reviewing asset information to confirm how assets are titled and determines if assets will be collected through Trust administration or if Estate administration will be required. She prepares statutory Trustee notices and assists with distributing the assets in accordance with the Trust document. She prepares the probate documents to open and assist with liquidating and collecting the proceeds of Estate assets. She also assists in gathering the required Court documents to close and works with clients to distribute assets and finalize the Estate administration.
Debra also monitors the Court dates and tax filings of administration matters and routinely prepares Fiduciary, Federal Estate, and Gift tax returns for administration matters.
Before joining Polsinelli, Debra worked as a legal assistant at Mercantile Bank (now U.S. Bank) in their Trust Department. She has been in the legal field for over 30 years and is dedicated to client service and efficiently administering Trust and Estate matters from start to finish.
Education
- Robert Morris College (Secretarial Program)
