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Evan Monez

Evan Monez

Research Assistant

Followers of Evan Monez448 followers
location of Evan MonezSeattle, Washington, United States

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  • Timeline

  • About me

    ADHD Coach helping clients worldwide live their best ADHD lives

  • Education

    • Stone Bridge High School

      2001 - 2005

    • The University of Texas School of Law

      2011 - 2014
      Doctor of Law (J.D.) Law

      Activities and Societies: Law Students for Reproductive Justice (Executive Board Member), Texas Environmental Law Journal, Texas Journal of Women and the Law Dean's Excellence ScholarshipDean's Achievement Award - Outstanding Student in BioethicsQualified to mediate legal disputes in Texas

    • University of Virginia

      2005 - 2008
      BA English, Philosophy

      Activities and Societies: Washington Literary Society and Debating Union, Fortnightly Literary Magazine, Percussion Ensemble, Marching Band, Habitat for Humanity Wrote a senior thesis for the Distinguished Majors Program comparing Kurt Vonnegut's Player Piano and the film WALL-E, commenting on the ability of science fiction to identify cultural problems brought about by technological development.

    • ADD Coach Academy (ADDCA)

      2020 - 2021

    • University of Washington

      2014 - 2015
      Master of Laws (LL.M.) Taxation

  • Experience

    • University of Texas School of Law

      Jun 2012 - May 2014
      Research Assistant

      Researched trust laws of many different states to update statutes in <i>Scott & Ascher on Trusts</i> for future supplements and editions.Searched wide variety of sources and databases, evaluated and summarized sources and created detailed bibliographies for research on non-profit mergers.

    • Financial Planning Association (FPA)

      Jun 2012 - Sept 2012
      Intern

      Studied the licensing and regulatory filings of various types of financial planners/investment advisors and research compensation models to enhance FPA’s understanding of members needs.

    • Texas RioGrande Legal Aid

      Jul 2013 - Aug 2013
      Law Clerk

      Assist attorneys with cases in many areas of law. Prepare documents including motions, pleadings, and affidavits, and research relevant legal theories. Attend depositions and analyze testimony for relevant facts.

    • Mediation Clinic, University of Texas School of Law

      Aug 2013 - Dec 2013
      Mediator

      Mediated cases referred by small claims court as both a solo mediator and co-mediator. Qualified to mediate court-referred cases in Texas.

    • Texas RioGrande Legal Aid

      Jan 2014 - May 2014
      Student Attorney

      Represented clients with regard to eviction, non-renewal of lease, affidavits of heirship, gift deeds, and other housing issues through the Housing Clinic at the University of Texas School of Law.

    • Low Income Taxpayer Clinic at University of Washington School of Law

      Sept 2014 - Jun 2015
      Attorney

      Represent low-income taxpayers in tax controversy proceedings before the Internal Revenue Service.

    • Montgomery Purdue PLLC

      Jun 2015 - Apr 2018
      Attorney

      - Assisted clients with all aspects of estate and trust planning and administration, including complex income, estate, gift, and generation-skipping transfer tax issues. - Prepared wills, revocable trust agreements, powers of attorney, and other estate planning documents.- Engaged in complex planning strategies for high net worth families, including preparation of LLC agreements, lifetime gift trusts, irrevocable life insurance trusts, qualified personal residence trusts, and grantor retained annuity trusts.- Assisted personal representatives in probate matters, including tax and real estate issues.- Prepared federal gift tax returns and federal and state estate tax returns.- Researched and analyzed corporate, partnership, and income tax issues for business owners.- Prepared and analyzed leases, purchase and sale agreements, and other real estate transactional documents. Show less

    • Coldstream Wealth Management

      Jul 2018 - Jun 2020
      Wealth Planner

      Coldstream is an independent, employee-owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. Coldstream was founded in 1996 and is based in Bellevue, Washington.

    • Monez ADHD Coaching

      Jan 2021 - now
      ADHD Coach

      Evan helps adults with ADHD work with (instead of against) their unique brains to meet personal and professional goals and live more fulfilling lives.

    • Dixon Life Coaching

      Oct 2022 - now
      Team Coach

  • Licenses & Certifications

    • Volunteer Income Tax Assistance (VITA) Advanced Tax Preparer

      Internal Revenue Service
      Dec 2014

    • Qualified to Mediate Court-Referred Cases in Texas

      Dec 2012

    • Licensed Attorney

      Washington State Bar Association
      Oct 2014

  • Honors & Awards

    • Awarded to Evan Monez
      Dean's Achievement Award - Outstanding Student in Bioethics - 2013
    • Awarded to Evan Monez
      Dean's Excellence Scholarship -

  • Volunteer Experience

    • Volunteer Tax Preparer

      Issued by Rural Alaska Tax Assistance Program (RATAP) on Nov 2014
      Rural Alaska Tax Assistance Program (RATAP)Associated with Evan Monez