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...
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, ......
in high-net-worth trust and estate planning and administration - Knowledge... relevant state and federal tax laws - Experience with domestic... estate planning, including succession planning,... lifetime giving, estate and income taxation issues,... charitable giving - Estate planning for retirement assets... and tax-efficient family wealth transfer strategies -......
high-quality legal services in estate planning, estate and gift... taxation, estate and trust administration. The... role involves working closely with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The Senior Associate will collaborate with...
Provide legal services in estate planning, estate and gift... taxation, estate and trust administration, and... related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who is Florida Bar...
## Estate Planning Attorney **Our... Firm** is seeking an Estate Planning Attorney for the... specializing in Residential/Commercial Real Estate, Business Law, Land Use... of experience and a strong desire to service clients in need of Estate Planning. **...
# International Estate Planning Senior Associate/Counsel/Junior Partner... for an experienced International Estate Planning Attorney to join... their team. This position will be based in one of their offices in Stamford, Greenwich, West Hartford, CT or Naples, Bonita Springs, or Palm...