Tamara Paulun

Sr. Fiduciary Strategist at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
St Joseph, Michigan, United States, US
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency

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5.0

/5.0
/ Based on 2 ratings
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Don Paxton, CIEC, CETC

Tamara was very prepared for a collections arbitration we worked together on for a former employer and colleage of mine. The ruling was in our favor -- Thanks for the good work Tamara.

Mike Dudek

Tamara was both a very intelligent and diligent student who became a very good friend to me during law school. Even after law school, I would seek Tamara's professional and legal input if I needed to.

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Credentials

  • Michigan Master Naturalist
    Michigan State University
    Nov, 2021
    - Oct, 2024
  • Licensed to practice law in Michigan
    -
    Jan, 2018
    - Oct, 2024
  • Licensed to practice law in Illinois
    -
    Jan, 2007
    - Oct, 2024

Experience

    • United States
    • Banking
    • 200 - 300 Employee
    • Sr. Fiduciary Strategist
      • May 2022 - Present

    • United States
    • Banking
    • 700 & Above Employee
    • Trust Officer
      • Sep 2017 - May 2022

    • United States
    • Law Practice
    • Partner / Estate Planning Attorney
      • Feb 2013 - Sep 2017

      - Assists clients in the preparation of comprehensive estate plans. - Provides direction in probate and trust administration. - Counsels clients in structuring the transfer of family-owned businesses to the next generation. - Successfully represents clients in probate litigation. - Represents clients in the purchase and sale of businesses. - Provides customized operating and shareholder agreements. - Creates and reviews employment contracts. - Assists clients in the preparation of comprehensive estate plans. - Provides direction in probate and trust administration. - Counsels clients in structuring the transfer of family-owned businesses to the next generation. - Successfully represents clients in probate litigation. - Represents clients in the purchase and sale of businesses. - Provides customized operating and shareholder agreements. - Creates and reviews employment contracts.

    • Senior Associate
      • Aug 2008 - Feb 2013

      - Creditors’ rights attorney responsible for litigating cases and handling post-judgment enforcement. - Successfully represented clients during jury and bench trials,as well as arbitration and mediation proceedings. - Extensive experience in negotiating settlements, managing client relations, and supervising junior staff. - Creditors’ rights attorney responsible for litigating cases and handling post-judgment enforcement. - Successfully represented clients during jury and bench trials,as well as arbitration and mediation proceedings. - Extensive experience in negotiating settlements, managing client relations, and supervising junior staff.

    • Associate
      • Aug 2007 - Aug 2008

      - Successfully defended clients during jury and bench trials for claims involving property damage and personal injury. - Conducted discovery and evidentiary depositions, issued and responded to written discovery, and drafted and argued motions. - Acted as a liaison between various insurance carriers and their insured clients. - Successfully defended clients during jury and bench trials for claims involving property damage and personal injury. - Conducted discovery and evidentiary depositions, issued and responded to written discovery, and drafted and argued motions. - Acted as a liaison between various insurance carriers and their insured clients.

  • Chambers of the Honorable Samuel Der-Yeghiayan
    • Federal District Court for the Northern District of Illinois
    • Judicial Extern
      • May 2006 - Dec 2006

Education

  • The John Marshall Law School
    J.D., cum laude
    2004 - 2007
  • Michigan State University
    Michigan Master Naturalist
    2021 - 2021
  • Hillsdale College
    BA, Economics and History; cum laude
    2000 - 2004

Community

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