beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a pivotal role in ensuring the success and growth of the business. Key responsibilities...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
General Counsel - Domestic Sales & Marketing Job Responsibilities The Assistant General Counsel will report to the Deputy General Counsel and collaborate with business leaders across domestic sales, marketing, regulatory, and government affairs. The role focuses on the spirits and malt categories...
Title: Counsel, RayzeBio Job Responsibilities: The Regulatory Counsel at RayzeBio serves as a key legal advisor and plays a central role in supporting the research, development, manufacturing, and commercialization of innovative radiopharmaceutical products. This position involves advising across the product lifecycle, including...
advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term... care planning and communication with beneficiaries and financial institutions. - Maintain and manage case files, calendars, dead...
Title: Patent Agent Job Responsibilities: - Prepare and prosecute patent applications, which includes drafting, filing, and managing responses to office actions on a global scale. - Provide strategic advice on patentability issues to key stakeholders. - Manage patent portfolios, including conducting patent landscape analyses...
Title: AVP, Professional Lines Job Responsibilities: - Develop and maintain a strong relationship with the California Bar program overseers, including providing quarterly reports, spotting and reporting Lawyers Professional Liability (LPL) trends, and responding to detailed questions about the impact of laws and...
Title: AVP, Professional Lines Job Responsibilities: - Develop and maintain a strong relationship with the California Bar program overseers. This includes providing quarterly reports, identifying and reporting trends in Lawyers Professional Liability (LPL), and responding promptly to detailed inquiries about the impact...
Title: AVP, Professional Lines Job Responsibilities: - Manage a lawyers professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with California Bar program overseers, including providing quarterly reports and responding to detailed questions. - Identify and assess coverage...
Title: AVP, Professional Lines Job Responsibilities: - Manage and oversee a lawyers' professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with the California Bar program overseers, providing quarterly reports, spotting and reporting trends, and answering detailed...
Title: AVP, Professional Lines Job Responsibilities: - Manage and oversee a lawyers professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with the California Bar program overseers, including providing quarterly reports, spotting and reporting trends, and responding...
Title: Senior Trademark Paralegal Job Responsibilities: The Senior Trademark Paralegal at the company is tasked with supporting the development, management, and protection of the company's brands. As a member of the legal team, the paralegal will assist in the enforcement, prosecution, and...
Net Worth Tax Managing Director San Jose (Hybrid) Tax – High Net Worth / Regular Full-time / Hybrid WHY we get up in the morning At **Members Only** we help our people and clients pursue their passions, build thriving businesses, and...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
and Benefits • Competitive salary based on experience • Comprehensive benefits package including medical, dental, vision, and life insurance • 401(k) with company match • Paid time off and holidays • Professional development opportunities SEO Friendly Job Title:...
Title: Corporate Attorney Job Responsibilities: - Providing foresight and protection for the company against legal risks. - Preparing and examining contracts involving leases, licenses, purchases, sales, insurance, etc. - Coordinating proactive completion of discovery as a case may require, including interrogatories, request for production...