Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary... Advisor is tasked with... fulfilling the fiduciary responsibilities of Company by... providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
Title: Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring productivity, proactive case management, work ethic, and work product quality in accordance with **Members Only** Trial Division (NTD) standard methodology guidelines, as...
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
Title: Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring productivity, proactive case management, strong work ethic, and high-quality work product to effectively handle all matters in accordance with Nationwide Trial...
Title: Estate Planning & Estate Administration Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. -...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, ESBTs, and QSSTs. - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review and...
Title: Paralegal - Estates/Trusts Job Responsibilities: The primary responsibilities for the Paralegal in the Estates/Trusts role include the preparation of Surrogate's Court petitions and related documents necessary for the Probate or Administration of an Estate. The role requires significant client...
Overview A prestigious law firm is seeking lateral partner candidates for multiple office locations across the East Coast. This role offers an exciting opportunity for a skilled and entrepreneurial attorney to contribute to a dynamic team while managing high-profile clients...