Sandra A. Leoni serves as Assistant Director of Trust and Estate Services at Fletcher Tilton PC, where she manages the Estate department. With extensive experience in estate and trust administration, she oversees all aspects of estate administration, including probate, preparation of estate tax returns, trust funding, and asset management.
Working closely with clients, personal representatives, trustees, beneficiaries, and other professionals, Ms. Leoni serves as the primary point of contact throughout the estate administration process. She skillfully manages the marshalling of estate assets, probate, trust administration, annual accountings, and the preparation of federal and state estate tax returns. She also coordinates the filing of fiduciary income tax and gift tax returns.
Ms. Leoni earned her degree in paralegal studies from Becker College and has completed additional coursework at Assumption College in real estate, corporate law, legal research, and database management. She regularly participates in continuing legal education in estate, trust, and tax administration.
A founding member of the Central Massachusetts Paralegal Association’s steering committee, Ms. Leoni served on its board for many years and remains an active member. She has been invited to speak about the paralegal profession at Anna Maria College and has presented at seminars on estate administration, paralegal timekeeping, and fiduciary income tax returns.
Education & Certifications
- Becker College