Summary
Overview
Work History
Education
Skills
Practice Admissions
Professional Associations
Hobbies and Interests
Related Experience
Languages
Interests
Timeline
Generic

Rebekah M. Nett

Cambridge,USA

Summary

Accomplished small business manager with a proven track record of profitability and ownership. Skilled in handling sensitive and confidential information, adept at problem-solving, producing accurate reports, and managing projects within deadlines. Experienced in analyzing and interpreting various information sources, applying analytical strategies, and building strong relationships based on respect and understanding. Detail-oriented Compliance Manager with expertise in risk management, policy development, and strategic planning. Collaborative professional with advanced knowledge of regulatory compliance, partnering with executives to identify vulnerabilities and implement corrective actions. Seasoned Risk Management Professional with over a decade of experience driving compliance operations for a global organization. Skilled in working collaboratively with staff, vendors, and stakeholders to achieve challenging objectives, committed to excellence as an analyst, auditor, and problem-solver.

Overview

27
27
years of professional experience

Work History

Compliance Director

Riverside Plaza Tenants Association
08.2021 - Current
  • Research and prepare Grant applications and proposals
  • Handle payroll and accounting prep work; work with accounting regarding preparation of financials
  • Oversee grants, reporting and reimbursement claims
  • Oversee training and reporting for CACFP and tutoring programs
  • Assist residents with housing or legal issues; provide referrals for service as needed
  • Meet with elected officials regarding matters affecting the neighborhood and/or furtherance of business for the nonprofit
  • Review and finalize contracts regarding to new business relationships
  • Prepare documentation for board meetings

Consultant/ Owner

QBIZ Integrated Services, LLC
01.2014 - Current
  • Independent Trustee for family Trust – successfully managed trust assets and dealt with family concerns and differing needs in a manner satisfactory to all; handled discretionary interim distribution requests; negotiated and concluded property sales and clean-up; worked with multiple professionals in various aspects of trust management from attorneys and real estate brokers to accountants; dealt with court filings and successfully closed Trust and distributed assets with Court approval and approval of all beneficiaries
  • Worked with title company as back-up title examiner; handled all difficult or complicated title exams and any title claims; Drafted extra documents or agreements as needed for closing on pending case relating to Contracts for Deed, Easements, Shared Driveways, etc.
  • Provide consulting to business start-ups
  • Licensed Insurance producer working to help people change their financial futures through set-up of life savings plan IUL products with living benefits
  • Real Estate Project Coordinator for real estate company regarding commercial and residential transactions

Attorney at Law/ Owner

Westview Law Center, PLC.
01.2004 - 10.2013
  • Market and manage law office and build rapport with clientele.
  • Coordinate, train, and manage staff, set goals, follow-up with performance reviews and feedback, oversee all work product, and delegate work load as necessary
  • Former volunteer board member of smaller non-profit organization and active in numerous administrative, management, and legal related day to day affairs of organization, including coordinating various volunteers for various projects, handling agency appeals, conflict resolution with various municipal and/or agency bodies, and negotiating real estate transactions and preparing commercial documents for closing of such transactions
  • Supervise, train, and oversee work product of paralegal interns in coordination with Inver Hills Community College paralegal program
  • Competently handle simple to complex estate planning matters, including Trust creation and administration. Prepare Charitable Remainder Trusts, Irrevocable Life Insurance Trusts as well as other irrevocable Trusts. Assist and advise Trustees with regard to administering Trusts and implementing Trust terms. Assist in the preparation of Estate Tax (706) returns and other tax matters within the context of estate administration.
  • Perform duties as Trustee of trust, including handling conflict resolution among disparate beneficiaries
  • Research and set up Family Limited Partnerships, family foundations, and various estate tax planning strategies, including limited liability companies.
  • Independently handle negotiation and preparation of commercial Purchase and Sale Agreements, Asset Purchase Agreements, and/or Stock Purchase Agreements.
  • Independently handle various real estate matters, such as claims against an estate, quiet title actions, title exams and real estate closings for residential and commercial properties, including preparation of title commitments and issuance of title policies.
  • Successfully facilitate negotiations and/or agreements with various municipal and/or government agencies, in connection with rehab projects, vacation of municipal rights of way, remedial environmental work with the Minnesota Pollution Control Agency in preparation for opening or sale of business, and coordinate with various governmental agency audits or appeals.
  • Independently handle drafting, preparation, recording and filing of various commercial and residential loan documents, including mortgages, promissory notes, security agreements, guarantees, and UCC filings.
  • Competently incorporate and/or organize start-up businesses and handle ongoing corporate work, including planning and preparation of various documents for business transactions, including Stock Purchase & Redemption Agreements, business sale and transfer documents, commercial and residential Leases, business succession planning, and stock transfers via structured stock purchase planning for employees.
  • Competently handle probate and real estate matters, including claims against an estate and Torrens proceedings subsequent.
  • Demonstrated ability to apply legal analysis and analytical problem solving to broad range of areas and correctly address problem
  • Competently perform legal research and application of law to situation; Strong legal writing skills
  • Compassionately assist mature clients of all ages and health situations with various medical and elder law issues as well as long term care insurance planning

Associate Attorney

Hertogs & Associates, P.A.
06.2000 - 12.2003
  • Managed estate planning and probate cases independently.
  • Demonstrated confidence and ability in drafting various revocable and irrevocable Trusts, Wills, real estate transfer documents, and other ancillary estate planning documents.
  • Demonstrated ability to interact with clients, build rapport, and analyze their situation to determine best approach to their estate planning needs.
  • Researched, organized, and set up Family Limited Partnerships, family foundations, and various estate tax planning strategies, including limited liability companies.
  • Incorporated or organized new businesses and assist with choice of entity.
  • Drafted Stock Purchase Agreements, Leases, Loan Documents, including Mortgages, Notes, and Security Agreements, Contracts for Deed, and various other real estate documents.
  • Assist in real estate development projects, including but not limited to, municipal meetings for project approval, finalizing and recording plat maps, title exams and searches, working with surveyors and engineers, and enforcing covenants running with land.
  • Updated office procedures and substantive forms to accurately reflect current technologies and changes in laws.

Associate Attorney/Law Clerk

Honsa & Michales, P.A.
05.1998 - 08.2001
  • Researched and drafted trial and appellate briefs, motions and legal memoranda for complex divorce and family law cases.
  • Interviewed and drafted affidavits in connection with custody disputes.
  • Drafted Qualified Domestic Relations Orders for division of both private and government retirement plans pursuant to divorce.
  • Drafted Wills and ancillary estate planning documents such as advance health directives and powers of attorney.
  • Manage appellate case work independently, including legal research and analysis, legal writing, citing to record, drafting briefs, and prepare for and deliver oral argument.
  • Prepared for and argued oral argument before the Minnesota Court of Appeals.
  • Incorporated and set-up a 501(c)(3) organization for amateur sports team.

Education

paralegal program

Inver Hills Community College
12.2011

J.D. - undefined

University of Minnesota Law School
Minneapolis, Minnesota
05.1999

B.A. Cum Laude - Sociology with emphasis in Law & Criminology, Political Science

University of Minnesota, College of Liberal Arts
Minneapolis, MN
06.1996

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Hebrew University, Mt. Scopus
Jerusalem, ISRAEL
08.1995

Skills

  • Conflict Resolution
  • Negotiation
  • Project Management
  • Report Preparation
  • Attention to Detail
  • Strong leadership skills
  • Strong relationship building skills
  • Supervise and train Employees
  • Interns
  • Marketing & Sales experience
  • Analytical Problem Solving
  • Legal Analysis
  • Professional Presentations
  • Computer & Network Familiarity
  • Accounting
  • Bookkeeping
  • Front-Office Operations
  • MS Office
  • Windows experience
  • General Office Skills
  • Supervise Inventory
  • Ordering
  • Customer Service
  • Title insurance Producer License
  • Life insurance Producer License
  • Audit management
  • Financial acumen
  • Compliance monitoring
  • Team management
  • Training delivery
  • Project coordination
  • Federal and state regulations
  • Corporate governance
  • Reporting requirements
  • Policy design
  • Deficiency documentation
  • Regulations enforcement
  • Risk management strategies
  • Internal controls
  • Compliance reviews
  • Risk management
  • Documentation review
  • Compliance procedures

Practice Admissions

Minnesota Supreme Court, 05/01/00, inactive

Professional Associations

  • Minnesota State Bar Association, Probate & Trust Section Member
  • American Bar Association

Hobbies and Interests

  • Proficient in German & Hebrew
  • Family
  • Education
  • Traveling
  • History
  • Walking
  • Theater
  • Gardening & Cooking
  • Nutrition
  • Hiking/ Walking
  • Reading

Related Experience

  • Paralegal Internship Supervisor, Inver Hills Community College – paralegal program, 01/01/07, 12/31/11
  • Adult Continuing Education Instructor regarding Estate Planning topics, Hastings Community Education, 01/01/07, 12/31/11
  • Internship, U.S. Senator Paul Wellstone, St. Paul, MN, 01/01/93, 12/31/94

Languages

German
Limited Working
Hebrew
Limited Working

Interests

  • Youth Development Programs
  • Fundraising Events
  • Volunteer Work

Timeline

Compliance Director

Riverside Plaza Tenants Association
08.2021 - Current

Consultant/ Owner

QBIZ Integrated Services, LLC
01.2014 - Current

Attorney at Law/ Owner

Westview Law Center, PLC.
01.2004 - 10.2013

Associate Attorney

Hertogs & Associates, P.A.
06.2000 - 12.2003

Associate Attorney/Law Clerk

Honsa & Michales, P.A.
05.1998 - 08.2001

J.D. - undefined

University of Minnesota Law School

undefined

Hebrew University, Mt. Scopus

paralegal program

Inver Hills Community College

B.A. Cum Laude - Sociology with emphasis in Law & Criminology, Political Science

University of Minnesota, College of Liberal Arts

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