Job Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic Estate Planning Associate will join the Private Client and Tax team at the law firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate administration/planning. This includes advising clients on complex wealth structures and drafting estate planning documents. - Conducting tax analysis, estate administration, and tr
Job Title Trusts & Estates Attorney (4-6 yrs) Job Responsibilities The Trusts & Estates Attorney will be responsible for providing legal advice to both corporate and individual clients in matters related to succession planning, tax planning, estate planning, estate and trust administration, and litigation. Key responsibilities include: - Drafting legal documents such as wills, trust agreements, and powers of attorney. - Managing estate and trust administration processes.
Job Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing legal advice and services to both corporate and individual clients in the areas of succession planning, tax planning, estate planning, estate and trust administration, and litigation. Key responsibilities include: - Advising clients on trust and estate planning to ensure efficient management and transfer of assets. - Managing estate and trust
Job Title Associate Attorney - Trusts & Estates Job Responsibilities - Drafting and reviewing sophisticated estate planning documents, including Wills and Trusts - Handling estate and trust administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court filings - Working directly with partners and clients on substantive legal and strategic issues Education and Experience Information - Admitted to practice in New York ...
Job Title: Trusts and Estate Planning Attorney Job Responsibilities: - Advise individuals and families on comprehensive estate planning strategies. - Draft and implement estate planning documents, including wills, trusts, powers of attorney, and related instruments. - Counsel clients on strategies to: - Protect minor children through guardianship designations and trusts. - Preserve governmental benefits for elderly or disabled individuals. - Coordinate estate plans with l
Job Title Assistant Attorney General I-III Job Responsibilities The role within the Consumer Protection Division involves representing the State’s interest in charitable trusts, deceptive trade practices, and other civil matters. The responsibilities include: - Providing legal advice, counsel, and assistance on factual and legal issues. - Participating in administrative and evidentiary hearings and the discovery process. - Performing legal research and investigations ...
Job Title: Estate Planning Attorney Job Responsibilities: - Assist families in planning for the future, ensuring they have peace of mind regarding their estate plans. - Build and maintain strong relationships with clients, understanding their unique needs and preferences. - Guide clients through critical life decisions related to estate planning, including wills, trusts, and powers of attorney. - Provide legal advice and strategies to help clients achieve their estate p
Job Title: Associate Attorney, Tax & Estate Planning Job Responsibilities: - Work on advanced estate and income tax planning matters. - Engage in highly customized drafting of foundational and advanced estate planning documents. - Meet with and advise clients on the proper design and structure of revocable living trusts and irrevocable gift trusts. - Conduct research on estate planning and other tax issues. - Evaluate and coordinate/update template documents, letters, and p
Job Title: Trust & Estate Attorney Job Responsibilities: - Advise clients on estate planning strategies, including tax minimization, creditor protection, and long-term family goals. - Draft comprehensive estate planning documents, including wills, trusts, and powers of attorney. - Manage trust and estate administration matters, including asset collection, valuation, and distribution. - Prepare federal and state gift and estate tax returns. - Represent clients in probate pro
Job Title: Attorney Estate Planning & Probate Job Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate litigation. - Conduct thorough legal research, prepare detailed legal
Job Title: Attorney Estate Planning & Probate Job Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate litigation. - Conduct thorough legal research, prepare detailed legal d
Job Title: Probate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration from start to finish - Advise executors, administrators, and beneficiaries on probate procedures and legal obligations - Prepare and file probate petitions, pleadings, notices, inventories, and accountings - Appear in probate court for hearings and routine proceedings - Communicate clearly and compassionately with clients during sensitive situations - Manage multiple c
Job Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters
Job Title: Associate Attorney Job Responsibilities: - Conduct comprehensive legal research using Westlaw. - Draft and review legal documents, including pleadings, contracts, and memoranda with precision and clarity. - Conduct discovery, including written discovery and depositions. - Manage a caseload across diverse practice areas. - Assist in trial preparation and participate in litigation. - Negotiate settlements and legal agreements on behalf of clients with professionalis
Job Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to ensure they align with client goals. - Lead document signing appointments, clearly explain plans, and address client questions. - Collaborate with attorneys
Job Title: Trust & Estates Associate Job Responsibilities: The Trust & Estates Associate will be responsible for providing high-quality legal services and advice in the area of trust, estate, and wealth preservation. The candidate will be expected to manage client relationships directly and handle complex estate planning and drafting for clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with taxable estates. - Facili
Job Title: Estate & Business Succession Planning Attorney Job Responsibilities: - Advise clients on estate, gift, and generation-skipping transfer (GST) tax strategies. - Develop and implement comprehensive business succession plans for family-owned and closely held businesses. - Structure and draft estate planning documents, including complex trusts such as GRATs, ILITs, SLATs, and IDGTs. - Coordinate with clients’ financial advisors, accountants, and other professionals ...
Job Title: Estate Planning/Probate Attorney Job Responsibilities: - Conduct client consultations to assess estate planning needs - Draft and review estate planning documents, including Wills and Revocable/Irrevocable Trusts - Assist with trust administration and probate proceedings - Maintain strong, long-term client relationships through clear communication and thoughtful counsel - Handle all aspects of probate and estate administration, including intestate and testate proc
Job Title: Estate & Business Succession Planning Attorney Job Responsibilities: The Estate & Business Succession Planning Attorney at the law firm will be responsible for several critical functions that involve advising and collaborating with high-net-worth individuals and business owners. The attorney will: - Advise clients on strategies related to estate, gift, and generation-skipping transfer (GST) taxes. - Develop and implement comprehensive business succession plans ta
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters with significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large-scale o
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large
Job Title: Estate Planning & Elder Law Attorney Job Responsibilities: The Estate Planning & Elder Law Attorney will be responsible for handling all major phases of estate planning and elder law, including, but not limited to: - Meeting with prospective and existing clients, both in person and via Zoom, to discuss their estate planning and elder law needs. - Drafting estate planning documents utilizing HotDocs and the law firm’s internal drafting systems. - Overseeing the ...
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that significantly impact the Company's operations, strategies, or profitability. - Provide legal advice for the management of the Corporation and its subsidiaries. - Serve as a legal advisor to various businesses within the Company. - Review and analyze complex, large-scale, or
Job Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, your primary responsibilities will include: - Collaborating with the team onsite in a manner that is both efficient and aligns with the firm's systems, processes, and deadlines. - Meeting and communicating with clients to understand their wishes, which includes engaging with new clients and reviewing existing client plans. - Drafting legal documents such as Trusts, Wills, Powers of
Job Title: Associate Attorney Job Responsibilities: - Represent clients in court hearings and other legal proceedings. - Conduct legal research and analysis to support case preparation. - Draft legal documents, including pleadings, motions, and estate planning documents. - Assist in negotiations and settlement discussions. - Communicate effectively with clients, providing updates on case progress. - Collaborate with team members on case strategies and legal approaches. Educ
Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate & Tax Planning Associate will be responsible for providing legal expertise in estate and tax planning, trust administration, and business succession planning. The role involves working directly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, particularly in a Family Office setting, to meet their specific estate and tax planning needs. Key responsibilities include: - Developing
Job Title: Attorney (3-4 years experience) Job Responsibilities: - Manage an active caseload from intake to resolution, working under mentorship while maintaining direct client contact. - Engage in civil litigation, including handling motions, discovery processes, depositions, hearings, and gaining trial exposure as needed. - Conduct business and real-estate transactions, involving entity work, contracts, and closings. - Participate in estate planning and probate administrat
Job Title: Associate Attorney Job Responsibilities: - Full Case Management: Manage and resolve a diverse caseload of Probate, Trust, Estate Planning, and Conservatorship matters from beginning to end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement: Lead strategy sessions and maintain proactive, empathetic communication with clients. - Document Architecture: Draft esta
Job Title: Estate Planning Attorney Job Responsibilities: - Serve as a Counselor: Engage with current and prospective clients to discuss significant life challenges and legal needs. - Educate Clients: Simplify and explain complex legal concepts in a manner that is easy for clients to understand. - Draft and Design Estate Plans: Prepare a range of estate planning documents, from simple wills to complex tax-saving trusts; training will be provided for the more complex aspects.
Associate Attorney Job Title: Associate Attorney Job Responsibilities: The successful candidate for the Associate Attorney position at the law firm will be responsible for providing legal counsel in various areas of law including business law, personal injury, probate, estate planning, real estate, or family law. The role demands a hard-working, self-motivated, and organized individual who can maintain a positive attitude and demonstrate a genuine desire to help others. The
Job Title: Of Counsel / Contract Litigation Attorney Job Responsibilities: - Independently handle assigned litigation matters. - Draft and review estate plans, pleadings, motions, discovery, and legal memoranda. - Take and defend depositions, prepare for and appear for hearings, motions, mediations, and second-chair for trial, with the potential for first-chair growth opportunity or as agreed. - Collaborate with law firm counsel while maintaining professional independence.
Staff Attorney Job Title: Staff Attorney Job Responsibilities: - Provide expert legal advice and counsel on complex issues across various practice areas, including estate planning, environmental law, immigration law, family law, personal injury law, and more. - Conduct thorough legal research using platforms such as LexisNexis and Westlaw to support case strategies and ensure compliance with current laws and regulations. - Draft comprehensive legal documents, including ple
Job Title: Probate Litigation Associate Job Responsibilities: - Lead and manage all phases of probate litigation, which includes handling cases such as trust contests, will challenges, breach of fiduciary duty claims, and contested guardianship/conservatorship proceedings. - Conduct thorough legal research and draft various legal documents including pleadings, motions, briefs, discovery requests/responses, and appellate filings. - Represent clients effectively in various leg
Job Title: Associate Attorney Job Responsibilities: - Manage a full-time caseload of estate planning and probate & trust administration cases, from intake to completion. - Design, draft, review, and finalize estate planning documents, including but not limited to Trusts, Wills, and Powers of Attorney. - Advise fiduciaries in probate & trust administration cases. - Participate in and lead client counseling meetings, providing practical and cost-effective legal guidance. - Col
Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate & Tax Planning Associate at the law firm will be involved in a variety of tasks including estate and tax planning, trust administration, and business succession planning. The associate will need to have a strong background in gift and estate tax matters, which includes the preparation of Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs), Irrevocable Life Insurance
Job Title: Associate Attorney Job Responsibilities: - Provide comprehensive legal advice and guidance to clients concerning estate planning, special needs planning, and elder law needs. - Collaborate closely with clients to develop personalized estate plans that align with their objectives, ensuring the protection and appropriate distribution of their assets. - Exhibit passion for serving and guiding geriatric and special needs populations. - Draft a variety of legal documen
Job Title: Trusts and Estates Attorney – Senior Associate Job Responsibilities: - Engage in estate planning, administration, and trust practice, providing sound counsel based on a wealth of experience. - Conduct research, analysis, and drafting of estate and tax plans. - Administer probate estates. - Prepare and review tax returns. - Engage in fiduciary litigation. - Participate in charitable planning. - Plan for family-owned and privately held businesses. - Work with othe...
Job Title: Estate Planning Attorney Salesperson Job Responsibilities: - Conduct estate planning strategy consultations with pre-qualified inbound leads. - Establish authority and trust within the first minutes of every client conversation. - Diagnose client needs and present tailored estate planning solutions. - Confidently ask potential clients to commit to their decision and onboard them without firm intervention. - Overcome client objections with professionalism and preci
Job Title: Associate Attorney Job Responsibilities: The Associate Attorney in this full-time position at the law firm will primarily focus on probate and estate planning. The key responsibilities include: - Conducting client intake and developing client relationships. - Creating wills, trusts, and related estate planning documents. - Drafting documents related to probate and trust administration. - Preparing probate and trust litigation petitions and discovery documents. -
Job Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution Orders, Temporary Restraining orders), Freedom of Information Law, Open Meetings Law, and Trust and Estates Law (such as Powers of Attorney, Letters Testamentary, Spousal Right of I
Job Title: Senior Family Law Litigation Attorney Job Responsibilities: - Provide legal services in all aspects of family law, estate planning, and probate law, with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and rules affecting family law. - Deliver excellent presentations and communication in court and internal meetings, ensuring clarity for clients and colleagues. - Demonstrate superior writ
Job Title: Senior Family Law Litigation Attorney Job Responsibilities: The Senior Family Law Litigation Attorney at the law firm will be responsible for providing expert legal services in family law, estate planning, and probate law, with a focus on high asset and highly complex cases. Key responsibilities include: - Demonstrating substantive knowledge concerning statutes, regulations, and rules affecting family law. - Delivering excellent presentations and communication in
Job Title: Estate and Trust Administration Attorney Job Responsibilities: The Estate and Trust Administration Attorney will be responsible for managing estate (Probate) and trust administrations. This includes conducting client consultations and drafting estate planning documents. The attorney is expected to provide high-quality client service and assist families in achieving peace of mind through thoughtful estate planning. The role requires excellent communication skills a
Job OverviewA law firm seeks an Estate and Tax Planning Associate in Newport Beach, CA. The ideal candidate will have extensive experience in estate and tax planning, trust administration, and business succession planning, working with high-net-worth individuals in a family office and implement estate and tax planning trusts and manage business succession SLATs, IDGTs,