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 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...
Job Title: Virtual Probate Paralegal Job Responsibilities: - Draft... and file probate court documents, including petitions,... financial institutions. - Track probate timelines and court deadlines,... ensuring timely filings and compliance. - Communicate with court clerks and maintain current knowledge of local...
Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate... 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...
various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently... while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication with clients during standard business hours (9 AM...
across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently... while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication with clients during standard business hours (...
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: 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: 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...