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Years of Experience
ProfileTrusts & Estates Paralegal The candidate covers all areas of trust and estate administration as well as fiduciary accountings. Responsibilities: Gathering, identifying and valuation of assets; Preparing various probate and accounting documents; Drafting correspondence and paying bills; Preparation of death tax returns, including the federal estate tax return and state succession and estate tax returns; Preparation of accountings for both estate and trusts (using computer programs); Preparation of federal and state individual and fiduciary income tax returns; Preparation of federal and state gift tax returns, and possibly returns of private foundations, partnerships and miscellaneous other returns; Ability to review and interpret wills and trust agreements and implement the plan during the estate and trust administration process; Although attorneys generally research issues of law, the paralegal must be able to use reference materials such as the Internal Revenue Code and Regulations, CCH Capital Changes Reporter, Moody’s Dividend Record, etc; Interact with, and show compassion to, clients who may have suffered the loss of a loved one or are under a great deal of stress, bank and brokerage house representatives, and individuals in the office; Communicate with clients, attorneys and bankers outside the U.S. whose first language may not be English. Should have Bachelor’s Degree. Must have 5-7 years prior experience.
Job ID 1853