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JUDY LYNN SHIELDS

PARALEGAL SERVICES

CURRICULUM VITAE

SUMMARY OF SKILLS AND EXPERTISE FOR JUDY LYNN SHIELDS

Employed as a paralegal beginning in 1988. Experience with probate and estate planning, conservatorships, family law, civil litigation, bankruptcy, and corporate & business transactional law. Certified by the UCLA Extension ABA Approved Paralegal Training Program.

PROFESSIONAL CERTIFICATIONS:

LEGAL DOCUMENT ASSISTANT: Registered in Los Angeles County, No. 2013106147.

WORK EXPERIENCE:

Paralegal: Owner of Judy Lynn Shields Paralegal Services, Santa Monica, CA, since 2013.

Experience with drafting Spousal Property Petitions, and Petitions to Determine Succession to transfer real property, following death. Additional experience with asset transfer forms, Trust Amendments, adult stepparent adoptions, Answers to civil Complaints, Cross-Complaints, & Case Management Statements, discovery responses, propounding discovery, independent physician agreements, divorce judgments, and marital settlement agreements. Research for clients on collecting on a debt to satisfy a judgment and on protecting personal assets from business creditors. Experience with serving as a professional witness in meetings with healthcare professionals, and property owners.

Paralegal: Steven Lerman & Associates, Inc., Los Angeles, CA 2012 to 2013.

Drafted Complaints, propounded discovery, responded to discovery and insurance demand letters. Additional experience with drafting Memorandums of Cost used to determine settlement disbursements. Primary responsibility for drafting Petitions to Approve the Compromise of a Disputed Claim of a Minor, submitted to the Court for it to approve the disbursement of settlement funds for a minor, including the preparation of all exhibits and review and summary of all medical records.

Paralegal: Bezaire, Ledwitz & Borncamp, APC, Long Beach, CA, 2011.

Drafted deeds, correspondence, edited drafts of trusts, wills, and durable power of attorney documents. Prepared asset transfer forms, including Preliminary Change of Ownership Reports, Change of Ownership Death of Real Property Owner forms, and the Claim for Reasessment Exclusion for Transfer between Parent and Child form. Notified government agencies and surviving family members as applicable. Additional experience with calendaring, case management and billing.

Paralegal: Law Offices of Paul R. Hammons, Los Angeles, CA 2010 to 2011.

Drafted Petitions for Letters of Administration and Letters Testamentary & related documents, Petitions for No Asset Distribution, letters to government agencies, estate inventory and appraisals, property deeds, along with Change of Ownership documents, and preparation of a Grant Deed for transfer of ownership in a timeshare condominium unit. Additional experience with drafting Chapter 7 Bankruptcy Petitions and related documents, Motions for Good Faith Settlement, Opposition to Motions for Summary Judgment, preparing business record subpoenas and consumer notices, drafting special interrogatories and discovery responses, reviewing records, calendaring case management and billing.

Paralegal: Advanced Paralegal Services, Lawndale, CA 2005 to 2010.

Drafted conservatorship Petitions & related health care attachments, reports to PVP attorney, care plans, & Petitions to Change the Conservatee's Residence to another State, probate Petitions for Letters of Administration, trust accountings, including schedules & Petitions for Final Distribution, along with probate accountings & schedules, property deeds, living trusts, & power of attorney documents. Additional experience in guardianship administration, probate litigation, including drafting Motions for Court Approval of Sale of Real Property, Objections to Petitions to Add Real Property to a Trust, and Petitions for Instruction. Further experience with calendaring, family law judgments, profit & loss statements, balance sheets, bankruptcy, declarations, civil litigation & judgments, appellate briefs, business contractual agreements, forming corporations, and drafting corporate resolutions.

Paralegal: Mardirossian and Associates, Inc., Los Angeles, CA 1990-1991.

Wrote trial briefs and other trial-related documents, along with performing legal research.

Paralegal: Industrial Indemnity, Legal Division, Los Angeles, CA, 1988-1990.

Investigated validity of claims by analyzing medical records, and prepared medical record summaries. Did legal research & managed law library. Headquartered in San Francisco, CA.

EDUCATION:

M.B.A., Pepperdine University, Malibu, CA August, 1998.

UCLA Extension ABA Approved Paralegal Training Program, Los Angeles, CA September, 1988.

B.A., Communication Arts, with a Writing Emphasis, Loyola Marymount University, Los Angeles, CA, May 1986.

PUBLISHED IN: Field Force Automation, St. Monica's Soundings, Los Angeles Paralegal Association LAPA Reporter, LMU Los Angeles Loyolan.

PROFESSIONAL MEMBERSHIPS: National Notary Association & Los Angeles Paralegal Association.

COMPUTER SKILLS: Westlaw, Lexis-Nexis, Concordance, Abacus Law, Legal Solutions, Pro Doc, Microsoft Office, Word Perfect, Adobe Acrobat, Adobe Photoshop, Quick Books, ACT, & Timeslips, Expertise in the following areas of Computer Management Information Systems: Inventory, Quality Control, Scheduling, Purchasing, Transportation, Tracking Sales and Revenue, and Document Control.

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