LAURELA M. STEPHENSON

Kaleb Kasperson 305-923-0026

• Provide litigation support in MSPB, EEOC and Arbitration cases involving extensive agency record, discovery procedures, court exhibit and witnesses
• Prepare comprehensive trial materials, ensuring cases are well-prepared for court proceedings
• Prepare quarterly reports
• Communicate verbally and in writing with members of the public, attorneys, Courts and other agencies
• Conduct legal research on Westlaw, and ICE electronic database
• Gather, organize and assemble legal documents in case filing requiring

attachments, enclosures, and authorities in highly sensitive cases

• Manage complex cases effectively using advanced technology tools such as e-discovery software and document management systems.
• Monitor attorneys case assignment database
• Support attorneys at hearing by organizing exhibits, taking notes on witness testimony and coordinating logistics in the courtroom
• Assist with witness prepping for hearing
• Cite Check and review documents for Agency Filing

Marcus Francis 703-789-0194

• Data entry to create FOIA cases, consultations, and referrals to FOIAXpress
• Send search taskers to program office
• Conduct keyword search
• Upload documents for processing
• Redact documents, Excel spreadsheet and video
• Address and resolve non-responsive documents
• Update tracking spreadsheet and/or calendar
• Other FOIA related functions as needed

Byron Smalley 202-256-9274

• Knowledge of MSPB, EEOC, FLRA and other administrative tribunals dealing in labor, personnel EEO area
• Knowledge of the rules of court and administrative litigation proceedings
• Knowledge of the format, grammar and Uniform Citation System to proofread and edit legal documents
• Assist attorneys with legal memoranda, litigation reports, discovery requests, affidavit and other documents
• Draft settlement agreement in accordance with guidance provided by attorney
• Assist attorneys in matters relating to labor, personnel or EEO litigation by analyzing case files, supporting documents relative to the litigation
• Prepare or assists in the preparation of motions, answers, stipulations of facts and other correspondence as needed
• Assists in the preparation of exhibits and pertinent administrative files used in litigation
• Assists attorneys in the presentation of cases before third party adjudicator
• Review pleadings to determine jurisdiction
• Prepare documents for production using Clearwell, Accurint, and Relativity Software
• Prepare Notice of Appearance and Motion of Extension of Time
• Assist attorneys in making arrangements for hearings, arbitrators, transcripts, court reporter and witnesses
• Perform legal research by using the CASE-GLS research system, LEXIS, WESTLAW, and other electronic research tools, well as hard copy resources
• Edited and proofread legal documents to verify accuracy.
• Liaised with other paralegals and legal staff to complete common tasks on schedule.
• Helped attorneys prepare for trial by organizing exhibits and calling on witnesses to testify at hearings.
• Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
• Investigated claims and prepared processing documentation.
• Assisted counsel in preparing answers, providing documentation, and information for discovery request.

Matt Kelley 202-317-4605

• Prepared Taxpayer’s appeal letter
• Monitored appeal cases
• Prepared and maintain case files
• Filed incoming correspondence
• Closed out appeal cases
• Prepared case report
• Cite checked briefs
• Updated cases in database
• Communicated with U.S Attorney office

Roy Hirschhorn 202-317-4652

• Performed case analysis on incoming case request in order to determine whether automatic revenue rulings or revenue procedures are applicable
• Analyzed discovery information to ensure that all necessary information have been submitted and ensure all ruling procedures have been complied with
• Drafted correspondence and a variety of legal documents
• Prepared and maintained case files
• Analyzed response for compliance with statutory and regulatory requirements Identified, evaluates and summarizes factual information collected
• Researched, interprets, and apply tax laws, regulations, procedures, published rulings, court decisions, legislative history, and congressional report to analyze and to develop recommendation
• Scheduled, attended and participated in technical conferences with taxpayers and their representative to discuss substantive and nonsubstantive issues regarding their ruling requests
• Formulated a legally and factually supportable position and prepares private letter rulings to taxpayers in prescribed format based on case precedents and decisions
• Prepared conference report and analyzes post-conference submissions to determine whether the submission addressed the issues discussed at the conference
• Communicated verbally and in writing on technical matters where policies have been determined and precedents established
• Furnished information concerning the program of the Office relative to the status of cases, special studies and assignments
• Train and assist new employees with legal/technical case advice and case procedures

Jacqueline Williams (Deceased)

• Performed pretrial preparation including drafting orders, rulings, pleadings, summaries, reports and subpoenas
• Reviewed, analyzed, and identified legal issues in order to obtain legal information pursuant to oral or written request from government officials and member of the public
• Examined and evaluated FOIA and Privacy Act requests
• Make disclosure and withholding determinations
• Obtained and reviewed records
• Perform legal research using automated legal databases and apply legal principles of pertinent law, rulings and decisions
• Provided support to attorneys and judges in the form of setting up case files, logging cases into computerized systems, and scheduling conference call
• Distributed incoming mail and performed a variety of legal assignments as requested
• Created system which enabled attorneys and paralegals to locate hearing site more expeditiously
• Located hearing site for judges
• Provided support to judges at hearing
• Cite checked decisions and rulings
• Reviews decisions and rulings for accuracy
• Distributed decisions to various publications and regional counsels
• Organized, prioritized and docketed all incoming cases in a timely manner
• Maintained documents in official files
• Reviewed transcripts and exhibits upon completion of hearing for discrepancies
• Prepared, indexed and obtained certification of official files and exhibits for transmittal to the U.S District Courts or the U.S Court of Appeals
• Outlined and assembled official files for appeal before the Departmental Appeal Board
• Maintained decided cases, cross referenced by date and docket number
• Prepared and maintained information of case status in the case management database system
• Trained new staff in the processing of new cases