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Overview
Diversity
10100 Santa Monica Boulevard
Suite 2200
Los Angeles, California
90067
310.282.2385
213.559.0825
Mary C. Burkhalter
Paralegal
Mary Burkhalter is a senior paralegal engaged in the firm's Trusts and Estates practice.
Ms. Burkhalter has over 25 years of experience as a probate and tax specialist. She is well-versed in drafting all major documents necessary to commence and close probate administration and revocable trust administration, with special emphasis on estate and trust accounting procedures.
Ms. Burkhalter regularly prepares estate and gift tax returns including valuation of assets, post mortem estate planning and preparation of audit documents.
She is also an instructor in the UCLA Extension Paralegal Program in probate procedure, and has taught estate tax concepts and procedures at the California State University Paralegal Program in Los Angeles.
Prior Work Experience
Prior to joining Loeb & Loeb, Ms. Burkhalter was a senior paralegal at O'Melveny & Myers LLP and Kindel & Anderson.
Affiliations
Life Member, UCLA Alumni Association
Trusts and Estates
University of California at Los Angeles Extension Law School, Paralegal Probate Specialist Certificate, 1972
University of California at Los Angeles, M.A., 1971,
History
University of California at Los Angeles, B.A., 1969,
History
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