Sandra M. Serna, Senior Paralegal

Sandra M. Serna is a Senior Paralegal for the firm servicing the Wealth and Philanthropic Planning and Charitable and Tax Exempt Organizations practice groups.

Her responsibilities include assisting attorneys with:

• Preparation of wills, trust agreements, powers of attorney, and health care documents
• Asset transfers and beneficiary designations
• Probate and trust administration
• Federal Estate tax returns
• Preparation of inventories and final allocation of assets
• Court document drafting and filing

Sandra works with attorneys across numerous corporate matters:

• Incorporation of for-profit and non-profit organizations
• Applications for tax-exempt status for non-profit organizations
• California property tax exemptions
• Formation and dissolution of corporations, limited liability companies, and partnerships
• Corporate governance

Sandra is a senior-level paralegal at RHC&C.  She received her Paralegal Certificate with honors in 1995 from Watterson College in Pasadena and has served as past Secretary for The Riordan Foundation and Rx For Reading.

Sandra’s depth of knowledge of the firm's clients and culture supports her paralegal responsibilities and her long-term service to the firm.