ERIN J. MEDING

Fiduciary and trustee services including legacy planning

and development with estate gifting strategies, asset alignment, and individual and estate tax preparation.

Owner and manager of 27 acre farm including woodland, wetland and current use management, herb and vegetable cultivation, harvest and preservation, animal management of equines, ruminants and poultry. Community education of cultivated and wild-harvested herbs and fungi.

Provided fiduciary investment services to clients aligned to their goals and ensuring compliance to investment compliance regulation. Personally added $5 million in new client business.

Developed, implemented and monitored comprehensive financial investment plans with a focus on personalized wealth management. Personally responsible for securing $4.5

million in new client business.

Managed business operations for accounting, tax preparation and billing. Assisted in provisions for charitable gift planning. Led the development and delivery of complex estate plans, estate settlements, and high-wealth tax solutions and residential and commercial real estate law. Instrumental in 150% growth in the business and superior client relations and retention.

Develop and implement marketing and sales efforts which have increased sales by 138%. Responsible to manage annual QuickBooks accounts and prepare requisite files for tax preparer.

Full time parent and personal assistant to prior spouse, Dental Practice Owner (2011-2016). Oversaw accounting, payroll, employee benefits and relations for 25 employees. Practice growth of 140% growth rate and improving accounts payable collections from 81% to 99.1%.

Employment Litigation and Trust and Estate Law. Drafted routine legal documents such as pleadings, motions, and affidavits and Ohio Supreme Court briefs. Extensive legal research and case law review. Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations. Assisted counsel in preparing answers, providing documentation, and information for discovery request.