ultra-high-net-worth clients on complex estate and tax planning strategies. -... Draft and implement advanced estate planning structures, including GRATs,... clients on income, gift, estate, and generation-skipping transfer tax... strategies. - Collaborate with CPAs,... family offices to execute planning solutions. - Manage matters ......
will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Applying... knowledge of relevant state and federal tax laws. - Managing domestic es......
will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Advising... on domestic estate planning, including succession planning... and lifetime giving. - Addressing estate and inc...
Firm is seeking a Tax, Trusts & Estates Associate... to join one of our Florida, New Jersey or New York offices. The . in Taxation or Estate Planning and should have... is required. The Tax, Trusts & Estates Associate......
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Administration Paralegal The candidate will be handling all phases of estate and trust administration, including... probate (knowledge of New Jersey, New...
Job Title: Estate Planning Paralegal Salary: Competitive,... as a paralegal in estate planning - Proficient in... drafting estate planning documents such as... processes - Familiarity with estate tax laws and regulations... Assist attorneys with drafting estate planning documents - Communicate......
managing all aspects of estate and trust administration. Key... duties include: - Handling probate processes, with a preference for familiarity with New Jersey, New York, and Florida probate laws. - Engaging in extensive communication with clients, financial planners, and accountants to ensure...
not only have the best **Members Only** positions, but we also have the most. Probate Paralegal The candidate must have Juris Doctorate. . in Tax or Estate Planning. Florida Bar Admission/Member... in Good Standing. Should have 5 years of pract...
and Estates / Wealth Planning Attorney Job Responsibilities: - Engage in... complex domestic and international estate planning. - Handle related income,... partnership,... and tax planning for clients. - Provide... corporate... and personal planning services for high-net-worth individuals... trends and changes in estate planning laws and r......
Mid-Level Private Wealth Services Associate at Law Firm in South Florida H2: Join a Dynamic Private Wealth Services Practice at a Top Law Firm Are you a mid-level associate with an . in Taxation looking for a new opportunity...
in the areas of estate planning, estate and gift... taxation, and estate and trust administration. - Offer... related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida...
We not only have the best **Members Only** positions, but we also have the most. Probate / Estate Planning Paralegal The candidate... will review and respond to initial correspondence from clients and attorneys with information regarding the scope of...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Probate/Estate Planning Paralegal The candidate will... review and respond to initial correspondence from clients and attorneys with information regarding the scope of wo...
and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: -... Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid executors/administrators in marshaling...
department, primarily focusing on estate administrations and the drafting... of various estate planning instruments. This position... demands a high level of organization and efficiency, with the flexibility to manage high-level paralegal work and special projects as needed. Key responsibilities include: -...
Estate Planning, Guardianship and Probate... years of experience in Estate Planning, Guardianship, and Probate.... Bar membership in good standing is required. Should be able to maintain good communication and have excellent interpersonal skills to communicate effectively with clients, the public,...
understand and guide their estate planning goals. - Draft and... review estate plans, including wills, trusts,... powers of attorney, and health care documents. - Assist with probate and trust administration from start to finish. - Manage cases independently with a "no surprises" approach. -...
managing all phases of estate and trust administration. Key... responsibilities include: - Handling probate processes with a preference for knowledge of New Jersey, New York, and Florida probate laws. - Engaging in extensive communication with clients, financial planners, and accountants to facilitate...
Job Title: Paralegal Estate Administration Job Responsibilities: The Paralegal Estate... Administration position at the... be responsible for the following tasks: - Administering all facets of trust and estate management, which includes maintaining... checkbooks and banking records, paying bills, and computing and disbursing ben...
Estates, Probate, and Real Estate. - Assist clients in estate... planning by drafting, reviewing,... of attorney, and other relevant documents. - Advise clients on estate tax implications, probate processes,... and asset protection strategies. - Administer estates and trusts, which includes filing petitions, re...
firm, specializing in high-net-worth trust and estate planning and administration. The... successful candidate will be responsible for advising clients on sophisticated trusts and estates matters, tax strategies, and succession planning.... This includes dealing with... domestic estate planning, succession planning, ......