Erica L. Groman

Attorney at Graydon Law
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Contact Information
us****@****om
(386) 825-5501
Location
シンシナティ都市エリア
Skills

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Credentials

  • Certificate in Financial Planning
    College for Financial Planning
  • Licensed Attorney
    Supreme Court of Ohio

Experience

  • Graydon Law
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Attorney
      • 2022年9月 - – 現在

  • Ritter & Randolph, LLC.
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Attorney At Law
      • 2017年8月 - 2022年9月

      ESTATE PLANNINGProvide clients with a comprehensive explanation of estate concepts including estate planning, intestacy, probate administration, nonprobate instruments/methods, and trust administration.Develop client relationship and establish estate plans tailored to meet client’s needs.Collaborate with clients and financial professionals to develop, tailor, and effectuate the estate plan of the client. Preparation of Simple/Complex Wills, Pour-Over Wills, Wills with Testamentary Trusts, Codicils, Individual Trusts, Joint Trusts, A/B Trusts, Trust Amendments, Trust Restatements, Financial Power of Attorneys, Advanced Healthcare Directives, Deeds, Affidavits, Transfer on Death instruments, and other Estate Planning instruments.HEALTH CARE DIRECTIVESProvide clients with a detailed explanation of the available Health Care Directives and Instruments, with a focus on the importance of the Health Care Power of Attorney, Living Will, and HIPAA Authorizations. FINANCIAL POWER OF ATTORNEYEducate clients on the legal uses and effects of the Financial Power of Attorney, including the effects of such an instrument in the event of the incapacity of the Principal.Tailor the powers and duties delegated to the Agent designated in the Financial Power of Attorney to meet the intent of the Principal.ESTATE ADMINISTRATIONInterpretation of Wills, Trusts, Power of Attorneys, and other estate planning instruments.Provide clients with knowledge of estate concepts, including probate procedures, nonprobate transfers, and trust administration.Provide clients with knowledge of fiduciary duties, trust management, accounting, and disbursement of assets.Administration of Decedent's Probate Estate through Probate Court.Collaborate with fiduciaries in ascertaining assets of the decedent.Collaborate with financial institutions in managing assets.Preparation of inventory, accounting, and disbursements schedules.TAX RETURN PREPARATION

  • Lampe Law Office
    • United States
    • Legal Services
    • Attorney / Legal Intern
      • 2012年5月 - 2017年7月

      Estate Planning, Estate Administration, Family Law/Domestic Relations Estate Planning, Estate Administration, Family Law/Domestic Relations

  • AMERICAN EAGLE OUTFITTERS INC.
    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • 2010年6月 - 2012年8月

  • University of Dayton
    • United States
    • Higher Education
    • 700 & Above Employee
    • Volunteer Cadaver Lab Teaching Assistant
      • 2011年 - 2012年

Education

  • College for Financial Planning
    Certificate in Financial Planning
    2019年 - 2019年
  • Northern Kentucky University—Salmon P. Chase College of Law
    Juris Doctor
    -
  • University of Dayton
    BS, Exercise Physiology, minor in Biology
    -
  • Ursuline Academy-Cincinnati
    High School Diploma, College Preparatory
    -

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