Felicia is responsible for the administration of both estates and trusts within the Private Clients and Fiduciary Services Group.
In her role as Trust and Estates Administrator, Felicia’s duties include the preparation and filing of probate documents, estate tax returns, and personal and fiduciary income tax returns. In addition, Felicia also handles the quarterly and annual filing of estimated tax and other required filings including PFML (Paid Family and Medical Leave) and Division of Unemployment Assistance. She manages trust assets and insurance trust premium tracking and payments. Felicia works closely with, and assists, the attorneys in processing, reviewing, and providing grants from the foundations in which the attorneys are trustees.
Outside of work Felicia is an avid romance and thriller reader and podcast listener. She has a two-year-old daughter who she enjoys laughing with daily.
- Boston University (Paralegal Certificate)
- Ohio Wesleyan University (B.A.)