Hayley Donaldson
Partner (Previous Associate Attorney, Intern) @Sheppard Law Firm
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WORK HISTORY
Partner (Previous Associate Attorney, Intern) @Sheppard Law Firm
Fort Myers, FL, US
I assist clients with their tax and estate planning, drafting simple and complex wills, trusts, and related estate planning documents. After the passing of a loved one, I guide family members in the trust administration and probate process through our unique Estate Settlement Program. I also prepare estate and gift tax returns.
EDUCATION
University of Miami Herbert Business School
Bachelor of Science, Accounting, Finance
The University of Texas at Austin
MPA, Masters in Professional Accounting
University of Florida - Fredric G. Levin College of Law
Juris Doctor (J.D.)
ABOUT HAYLEY DONALDSON
Specialties: Wealth preservation and management, estate planning, estate settlement…
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