Overview
Mary Stager is a senior paralegal with an extensive background in tax and estate administration, including probate and non-probate assets, with an emphasis on tax-related matters.
Mary’s experience includes managing complex estate administration portfolios, coordinating fiduciary responsibilities and drafting estate tax returns for high-value estates. She fosters strong relationships with court officials to ensure timely and accurate filings and collaborates with CPAs and financial advisors to manage assets, address tax issues and oversee precise asset distribution. Her work extends to integrating gift tax considerations, preparing transfer documents like deeds and trust certifications and conducting legal and tax research. Additionally, Mary has experience in nonprofit status inquiries and corporate document filing.
Beyond her professional work, Mary is an outdoor enthusiast who enjoys whitewater kayaking with her husband, hiking with her dogs, biking, camping and fly fishing. Her love of art shines through her experiences as a former docent at the North Carolina Museum of Art and her creative pursuits in watercolor painting and fiber arts. Each year, she and her sister continue their tradition of attending sheep and wool festivals. Mary also finds joy in reading novels, biographies and historical fiction, wine tastings and attending air shows.
Areas of Focus
Credentials
Education
- University of North Carolina at Chapel Hill, B.A., 1986
- Meredith College, Paralegal Program, 1996