DF Resume
DANA A. FELMLEE
SUMMARY
A detail-oriented, client-focused attorney with established capabilities in commercial litigation and transactions, insurance defense, estates and trusts planning, administration and litigation, financial services regulation and compliance, taxation, and disability advocacy. Demonstrated success across these areas of practice providing operational policy and process solutions to individuals and companies to protect assets and minimize risk exposure. Powerful presenter, instructor and writer able to analyze and deconstruct complex topics into understandable, useful guidance for non-legal audiences.
EXPERIENCE
WELLS FARGO WEALTH MANAGEMENT, Philadelphia, PA Fiduciary Administrator, 8/2017 � 6/2018
� Wells Fargo Wealth Management serves as trustee or agent for a variety of trust and agency accounts. ?
� I was responsible for oversight of administrative duties associated with these trust and agency accounts on ?behalf of beneficiaries. ?
� Acted as the primary point of contact for trust clients, their agents and advisors. ?
PORTNOFF LAW ASSOCIATES, LTD., King of Prussia, PA Attorney, 3/2016 - 8/2017 ?
� This firm collects delinquent real estate taxes and municipal fees on behalf of Pennsylvania school districts and municipalities. ?
� I was responsible for review of claims at various pre-litigation stages to ensure strict compliance with state and federal collection laws prior to recommending legal action. ?
� I applied my knowledge of trusts, estates, intestacy, bank REO properties (foreclosed holdings) and asset protection structures to efficiently identify and communicate with interested parties in more complex situations about the tax delinquencies, increasing collections. ?
LAW OFFICE OF DANA A. FELMLLEE Medford, New Jersey Sole Proprietor, 2/2015 � 3/2016 ?
Advised and executed a variety of estate, business succession, charitable, tax planning, employment and corporate transactional matters:
� Prepared Powerpoint and marketing materials for colleagues and temporarily assisted with overflow work ?
� Consulted with clients about estate and financial planning ?
� Executed medical practice transactions: establishment, joint ventures, acquisitions, mergers and wind-downs ?
� Structured and obtained qualification of CRTs, 501(c)3 exempt organizations and private foundations ?
� Negotiated and drafted employment and contractor agreements ?
� Maintained corporate recordkeeping, reporting and registration compliance ?
RELIANCE TRUST COMPANY OF DELAWARE, Wilmington, Delaware Trust Counsel, 2/2013-9/2014 ?Reviewed and evaluated new business opportunities for legal and administrative characteristics while serving as advisor to sales personnel, relationship managers, and trust administrators on variety of legal issues arising from new and existing fiduciary relationships. Provided legal assistance with a broad and sophisticated range of fiduciary relationships, including agencies, revocable/irrevocable tax-planned trusts, all forms of charitable remainder trusts, ?ILITs, conservatorships, multiple forms of SNTs, directed trusts, management of various special asset issues, probate court litigation, and judicial accountings.
� Drafted and negotiated terms of corollary documents related to fiduciary matters, including appointments, indemnification agreements, promissory notes, receipt, release/refunding agreements, non-judicial settlement agreements, and termination/distribution agreements. ?
� Identified compliance issues and provided internal procedural recommendations to minimize exposure. ?
� Functioned as liaison for outside legal, insurance, financial, and tax professionals. ?
WIZOREK LAW OFFICE, LLC, Woolwich Township, New Jersey Sole Proprietor (f/k/a Dana Wizorek) , 2003-2013 ?
Prepared estate plans, including Medicaid planning and knowledge of disability and special needs trusts issues. Consulted with trust companies and financial professionals regarding tax, estate planning and administration, business succession, fiduciary litigation, trust modification, situs change, and decanting issues. ?
� Handled commercial matters for small to mid-sized businesses, including corporate formations/dissolutions, shareholder disputes, contract negotiations, and administrative proceedings for IRS, NLRB, OSHA, and L&I/zoning boards. ?
� Authored New Jersey Superior Court and Pennsylvania Court of Common Pleas civil procedure reference guide Smart Rules owned by Practice Technologies, Incorporated. ?
ADDITIONAL EXPERIENCE
?FREY, PETRAKIS, DEEB & BLUM, Philadelphia, Pennsylvania, Litigation Associate, 1998-2000.
Served as commercial litigation, foreclosure, bankruptcy, and insurance defense associate. Managed diverse caseload of 100 matters while researching and writing pleadings, motions, and memoranda of law. Conducted oral and written discovery and argued motions/arbitrations. ?
MYLOTTE, DAVID & FITZPATRICK, Philadelphia, Pennsylvania, Litigation Associate, 1997-1998.
Researched and wrote memoranda of law, pleadings, and motions. Handled written discovery, depositions, and motion court appearances. Conducted administrative hearings and arbitrations while serving as member of hiring committee. ?
UNITED STATES DEPARTMENT OF JUSTICE, OFFICE OF UNITED STATES BANKRUPTCY TRUSTEE, Philadelphia, PA, Intern, 1996-1997.
Conducted research and wrote motions/memos regarding bankruptcy procedure, corporate reorganizations, and bankruptcy fraud. Argued motions in court under Student Practice Rule and participated in creditors' committee selection process for Chapter 11/13 cases. ?
WHITE AND WILLIAMS, Wilmington, Delaware, Paralegal/Law Clerk, 1995-1996.
Handled research assignments, wrote pleadings, motions, and memos of law while completing written discovery management. ?
EDUCATION
?TEMPLE UNIVERSITY SCHOOL OF LAW, Philadelphia, Pennsylvania LL.M. (Taxation), 2012?Certificate in Estate Planning and Administration ?
WIDENER UNIVERSITY SCHOOL OF LAW, Wilmington, Delaware J.D., 1997 ?
FAIRFIELD UNIVERSITY, Fairfield, Connecticut B.A., English, Economics, 1994 ?
LICENSURE
?Commonwealth of Pennsylvania Bar, November 1997
New Jersey State Bar, November 1997 ?
PRESENTATIONS AND AFFILIATIONS
Navigating Financial Decisions in Medicine, prepared powerpoint for American Osteopathic Academy of Sports Medicine (2015)
Life After 21: Family Checklist for Effective Special Needs Planning 2006 (continuous)
Legal History of Informed Consent, Guest Speaker in RN to BSN Program at Underwood Memorial Hospital (2011) Board Member, The Durand Foundation 2006-2009?Board Member and Program Coordinator, The Good Looking Foundation 2006-2008?Board Member, The Woolwich Township Planning and Zoning Board 2008
Wrote New Jersey State SmartRulesTM guide to rules of civil procedure for superior court, a task-based tool that provides easy to follow, step-by-step checklists and summarizes the requirements for drafting and filing civil litigation documents.
REFERENCES
Joseph H. Blum, Partner?Shook Hardy & Bacon, L.L.P.?Two Commerce Square?2001 Market Street, Suite 3000 Philadelphia, Pennsylvania 19103-7014 P:------------ ?F:------------
Heath Bernstein, IPMA-CP Manager?New Jersey Dept. of Children and Families Trenton, New Jersey ------------.
DANA A. FELMLEE
SUMMARY
A detail-oriented, client-focused attorney with established capabilities in commercial litigation and transactions, insurance defense, estates and trusts planning, administration and litigation, financial services regulation and compliance, taxation, and disability advocacy. Demonstrated success across these areas of practice providing operational policy and process solutions to individuals and companies to protect assets and minimize risk exposure. Powerful presenter, instructor and writer able to analyze and deconstruct complex topics into understandable, useful guidance for non-legal audiences.
EXPERIENCE
WELLS FARGO WEALTH MANAGEMENT, Philadelphia, PA Fiduciary Administrator, 8/2017 � 6/2018
� Wells Fargo Wealth Management serves as trustee or agent for a variety of trust and agency accounts. ?
� I was responsible for oversight of administrative duties associated with these trust and agency accounts on ?behalf of beneficiaries. ?
� Acted as the primary point of contact for trust clients, their agents and advisors. ?
PORTNOFF LAW ASSOCIATES, LTD., King of Prussia, PA Attorney, 3/2016 - 8/2017 ?
� This firm collects delinquent real estate taxes and municipal fees on behalf of Pennsylvania school districts and municipalities. ?
� I was responsible for review of claims at various pre-litigation stages to ensure strict compliance with state and federal collection laws prior to recommending legal action. ?
� I applied my knowledge of trusts, estates, intestacy, bank REO properties (foreclosed holdings) and asset protection structures to efficiently identify and communicate with interested parties in more complex situations about the tax delinquencies, increasing collections. ?
LAW OFFICE OF DANA A. FELMLLEE Medford, New Jersey Sole Proprietor, 2/2015 � 3/2016 ?
Advised and executed a variety of estate, business succession, charitable, tax planning, employment and corporate transactional matters:
� Prepared Powerpoint and marketing materials for colleagues and temporarily assisted with overflow work ?
� Consulted with clients about estate and financial planning ?
� Executed medical practice transactions: establishment, joint ventures, acquisitions, mergers and wind-downs ?
� Structured and obtained qualification of CRTs, 501(c)3 exempt organizations and private foundations ?
� Negotiated and drafted employment and contractor agreements ?
� Maintained corporate recordkeeping, reporting and registration compliance ?
RELIANCE TRUST COMPANY OF DELAWARE, Wilmington, Delaware Trust Counsel, 2/2013-9/2014 ?Reviewed and evaluated new business opportunities for legal and administrative characteristics while serving as advisor to sales personnel, relationship managers, and trust administrators on variety of legal issues arising from new and existing fiduciary relationships. Provided legal assistance with a broad and sophisticated range of fiduciary relationships, including agencies, revocable/irrevocable tax-planned trusts, all forms of charitable remainder trusts, ?ILITs, conservatorships, multiple forms of SNTs, directed trusts, management of various special asset issues, probate court litigation, and judicial accountings.
� Drafted and negotiated terms of corollary documents related to fiduciary matters, including appointments, indemnification agreements, promissory notes, receipt, release/refunding agreements, non-judicial settlement agreements, and termination/distribution agreements. ?
� Identified compliance issues and provided internal procedural recommendations to minimize exposure. ?
� Functioned as liaison for outside legal, insurance, financial, and tax professionals. ?
WIZOREK LAW OFFICE, LLC, Woolwich Township, New Jersey Sole Proprietor (f/k/a Dana Wizorek) , 2003-2013 ?
Prepared estate plans, including Medicaid planning and knowledge of disability and special needs trusts issues. Consulted with trust companies and financial professionals regarding tax, estate planning and administration, business succession, fiduciary litigation, trust modification, situs change, and decanting issues. ?
� Handled commercial matters for small to mid-sized businesses, including corporate formations/dissolutions, shareholder disputes, contract negotiations, and administrative proceedings for IRS, NLRB, OSHA, and L&I/zoning boards. ?
� Authored New Jersey Superior Court and Pennsylvania Court of Common Pleas civil procedure reference guide Smart Rules owned by Practice Technologies, Incorporated. ?
ADDITIONAL EXPERIENCE
?FREY, PETRAKIS, DEEB & BLUM, Philadelphia, Pennsylvania, Litigation Associate, 1998-2000.
Served as commercial litigation, foreclosure, bankruptcy, and insurance defense associate. Managed diverse caseload of 100 matters while researching and writing pleadings, motions, and memoranda of law. Conducted oral and written discovery and argued motions/arbitrations. ?
MYLOTTE, DAVID & FITZPATRICK, Philadelphia, Pennsylvania, Litigation Associate, 1997-1998.
Researched and wrote memoranda of law, pleadings, and motions. Handled written discovery, depositions, and motion court appearances. Conducted administrative hearings and arbitrations while serving as member of hiring committee. ?
UNITED STATES DEPARTMENT OF JUSTICE, OFFICE OF UNITED STATES BANKRUPTCY TRUSTEE, Philadelphia, PA, Intern, 1996-1997.
Conducted research and wrote motions/memos regarding bankruptcy procedure, corporate reorganizations, and bankruptcy fraud. Argued motions in court under Student Practice Rule and participated in creditors' committee selection process for Chapter 11/13 cases. ?
WHITE AND WILLIAMS, Wilmington, Delaware, Paralegal/Law Clerk, 1995-1996.
Handled research assignments, wrote pleadings, motions, and memos of law while completing written discovery management. ?
EDUCATION
?TEMPLE UNIVERSITY SCHOOL OF LAW, Philadelphia, Pennsylvania LL.M. (Taxation), 2012?Certificate in Estate Planning and Administration ?
WIDENER UNIVERSITY SCHOOL OF LAW, Wilmington, Delaware J.D., 1997 ?
FAIRFIELD UNIVERSITY, Fairfield, Connecticut B.A., English, Economics, 1994 ?
LICENSURE
?Commonwealth of Pennsylvania Bar, November 1997
New Jersey State Bar, November 1997 ?
PRESENTATIONS AND AFFILIATIONS
Navigating Financial Decisions in Medicine, prepared powerpoint for American Osteopathic Academy of Sports Medicine (2015)
Life After 21: Family Checklist for Effective Special Needs Planning 2006 (continuous)
Legal History of Informed Consent, Guest Speaker in RN to BSN Program at Underwood Memorial Hospital (2011) Board Member, The Durand Foundation 2006-2009?Board Member and Program Coordinator, The Good Looking Foundation 2006-2008?Board Member, The Woolwich Township Planning and Zoning Board 2008
Wrote New Jersey State SmartRulesTM guide to rules of civil procedure for superior court, a task-based tool that provides easy to follow, step-by-step checklists and summarizes the requirements for drafting and filing civil litigation documents.
REFERENCES
Joseph H. Blum, Partner?Shook Hardy & Bacon, L.L.P.?Two Commerce Square?2001 Market Street, Suite 3000 Philadelphia, Pennsylvania 19103-7014 P:------------ ?F:------------
Heath Bernstein, IPMA-CP Manager?New Jersey Dept. of Children and Families Trenton, New Jersey ------------.