Deborah Matheson

Paralegal

Trust & Estate

Experience

Deborah has worked as a Paralegal in the tax field in Santa Clara County since 1979.

Deborah joined the Firm’s Tax, Trust and Estate Group in 1985. She specializes in post death trust and estates administration. She handles all aspects of trust administration including marshalling and valuation of assets, preparing estate tax returns and allocating and distributing assets. She prepares probate pleadings and court accountings. She also assists in gifting, real property transfers, Internal Revenue Service audits and funding of partnerships and limited liability companies.

Education

  • Deborah graduated from Santa Clara University with a Bachelor of Arts in Psychology.

Community and Association

Deborah is a long time member of The Paralegal Association of Santa Clara County.

Deborah was an instructor in the West Valley College Paralegal Program from 1993 through 1996, teaching Introduction to Probate.

Deborah is also a Notary Public.

Personal

Deborah lives in Saratoga, California and enjoys bicycling, yoga and jazz.

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