Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs),...
trusts, GRATs, SLATs, and charitable vehicles. - Advise on family... office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such as aircraft, yachts, ranches, and art collections. - Collaborate with investment advisors, accountants, and insurance professionals to deliver...
advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient... estate and business succession plans, including trusts, family partnerships, and charitable structures. - Partner with... corporate and transactional teams on M&A matters involving shareholder, partnership, and tax consideration...
returns. These returns encompass federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift tax returns, Form 990s, and tax returns for charitable trusts. The role involves... assisting in...
Title: Litigation Paralegal Job Responsibilities: The Litigation Paralegal at the law firm will play a crucial role in supporting attorneys throughout all phases of civil litigation. Key responsibilities include: - Managing the litigation calendar to ensure the legal team is prepared and maintains...