Job Title: Estate Planning Associate Attorney Job... Responsibilities: The Estate Planning Associate Attorney will... work in an estate planning and elder law... firm, focusing on estate planning, probate and trust... law, include: - Assisting in estate planning and elder law......
business unit, focusing on estate administration matters. Key responsibilities... include: - Preparing various tax returns, such as Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
Job Title: Tax Attorney Job Responsibilities: - Advising clients... equity capital markets transactions, reorganizations, joint ventures, restructurings, financing transactions, and international tax planning. - Drafting partnership agreements... and LLC operating agreements. - Engaging in tax litigation matters, providing tax... support to litigation teams... w...
Title: Associate Attorney Job Responsibilities: - Conduct thorough legal research to support case preparation, strategy development, and ensure strong legal arguments. - Draft, review, and negotiate a variety of legal documents, contracts, and agreements with attention to detail and clarity. - Provide expert legal...
Job Title Tax Attorney Job Responsibilities -... examinations, Appeals, and . Tax Court. - Handle complex... dispute resolution matters such as audit defense, appeals, Collection Due Process (CDP) hearings, Trust Fund Recovery Penalty cases, Offers in Compromise (OIC), installment agreements,...
Associate Attorney, Tax & Estate Planning Job Responsibilities: -... Work on advanced estate and income tax planning... matters of foundational and advanced estate planning documents - Meet... gift trusts - Research estate planning and other tax... issues - Evaluate and......
include: - Handling Trust and Probate Administration, Conservatorships, and Estate Planning tasks. - Engaging... in effective communication and maintaining a client-focused approach. - Working collaboratively within the team to deliver compassionate client service. - Participating in the mentoring and development...
Job Title: Estate Planning Attorney Job Responsibilities: The estate... planning attorney will be... for managing and overseeing estate planning matters for clients,... and solutions related to estate planning, including wills, trusts,... documents. - Meeting with clients to discuss their estate planning needs an...
Job Title: Trust and Estate Attorney Job Responsibilities: - Draft estate... planning documents, including wills,... revocable trusts, powers of attorney, and healthcare directives. - Research and prepare legal memoranda and opinions, strategy recommendations, mediation briefs, and settlement agreements. - Draft probate/conservatorship petitions and make...
Job Title: Senior Estate Planning Attorney (Remote) Job... Responsibilities: As a Senior Estate Planning Attorney at the... focused on providing high-quality estate planning and probate services.... Your primary responsibilities will include: - Managing limited conservatorship cases, which involves drafting, filing,...
Job Title Real Estate Associate Job Responsibilities The Real... Estate Associate at the law... array of complex real estate transactions. This includes handling... acquisitions, dispositions, leasing, development, and financing. The specific tasks involved are: - Drafting and negotiating purchase and sale agreements...
Title: Legal Secretary/Assistant Job Responsibilities: - Assist with calendaring and filing documents with State and Federal courts - Manage attorney calendars, including scheduling appointments, depositions, and hearing dates, ensuring all deadlines are met timely - Prepare pleadings, discovery requests and responses, summaries, indices for...
as one of the largest law-firm based incentives practices in the United States. The candidate will be involved in providing legal services related to public finance, public law, state and local tax, and real estate/commercial matters. Key responsibilities include: -... Analyz...
Title: Transactional/Corporate Senior Associate Attorney or Junior Partner Job Responsibilities: The primary responsibilities of the Transactional/Corporate Senior Associate Attorney or Junior Partner at the law firm include leading and supporting major complex business transactions for high-net-worth families and their enterprises. The attorney...
Assistant Job Title: Practice Assistant Job Description Summary Law firm is a results-driven law firm with a relentless focus on client satisfaction. Through this focus, our work has a purpose and develops into a passion. We take pride in providing our clients with the...
on various aspects of estate and tax planning. The... role involves designing, drafting, and implementing estate plans, as well as... providing related legal advice. Additionally, the attorney will handle trust and While experience with real estate and/or fiduciary tax and......
responsible for designing comprehensive estate plans for high-net-worth clients.... This includes the creation and drafting of various irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The...
Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts &... Tax and families on comprehensive estate and tax planning. The... designing, drafting, and implementing estate plans, as well as... include: - Advising clients on estate and tax planning strategies -... Designing and implementing estate plans - D...
Job Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney at the... to the practice of estate planning law. These include... day-to-day tasks related to estate planning, estate law, probate,... estate administration, and succession planning.... The role involves drafting sophisticated trust...
trusts and estates matters. The key responsibilities include: - Developing advanced estate and tax planning strategies... tailored to the needs of high-net-worth clients. - Advising clients on estate, gift, generation-skipping transfer, capital... gains, and property tax planning. - Managing proba......
wealth transitions by providing estate planning that is clear,... enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from... start to finish, which involves the initial interview, plan design and drafting, review and discussion with the client...
matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies.... Key responsibilities include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital... gains, and property tax planning. The role also......
Job Title: Trust and Estate Attorney Job Responsibilities: The Trust and... Estate Attorney will work within... in Probate, Trust, and Estate Law. The attorney will... variety of responsibilities, including estate planning, probate, trust administration,... and conservatorship matters. The attorney will be expected...
include: - Engaging in estate planning and estate administration... with in-depth, broad-based experience. - Collaborating as a self-motivated, personable team player within the law firm. - Maintaining outstanding academic and professional credentials. - Being admitted to practice law in California. - Having an opportunity...
Job Title: Remote Estate Planning Attorney Job Responsibilities: - Conduct... estate planning consultations via Zoom... forward confidently with their estate plans. - Draft and review... estate planning documents, including revocable... living trusts, wills, powers of attorney, and healthcare directives. - Use Interactive Legal to...
of tasks centered around estate planning and client consultation.... Management: Overseeing caseload by maintaining accurate records and client communication within internal systems. This includes reviewing and approving estate planning documents such as... Wills, Revocable Living Trusts, Irrevocable Trusts, trust admini...
Title: Associate Attorney - Estate Planning Job Responsibilities: - Conduct initial... client meetings to discuss estate planning options and provide... process. - Prepare and review estate planning documents to ensure... accuracy and compliance with legal standards. - Collaborate with the team to ensure an...
legal matters related to estate planning and probate, with... ones who have disabilities. The primary responsibilities include: - Managing estate planning and special needs... planning cases, as well as probate matters from the initial intake through to their conclusion. - Handling c...
- Review and approve estate planning documents, including but... not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents, and probate proceeding documents. 2. Client Consultations: - Build and maintain strong relationships with key clients and assess opportunities...
Corporate Tax Counsel Job Title: Corporate Tax... Counsel Job Responsibilities: - Provide legal... international transactions, and Real Estate Investment Trusts (REITs). - Handle... corporate and transactional tax matters with a comprehensive... understanding of the related legal frameworks. - Collaborate with a team of over 200...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Attorney Job Title Associate Attorney Job Responsibilities - Counsel clients on landlord-tenant issues. - Review and advise on the enforceability of lease provisions. - Provide legal advice through phone consultations, emails, and video conferences. - Draft legal documents, letters, and notices. - Research applicable affordable housing regulations. - Attend...
Corporate Tax Counsel Job Title: Corporate Tax... Counsel Job Responsibilities: The Corporate Tax... Counsel will be an... on corporate and transactional tax matters. - Assisting the general... team with mergers and acquisitions, private equity, international transactions, and Real Estate Investment Trusts (REITs). - Structuring,... s...
Title: Associate - Global Transportation Finance Job Responsibilities: The Associate in the Global Transportation Finance team will work closely with shareholders and participate in business development and client-facing activities. The role involves representing major banks, leasing companies, airlines, hedge funds, private equity...
Title: Executive Compensation, Benefits and ERISA Senior Associate or Of Counsel Job Responsibilities: The Executive Compensation, Benefits, and ERISA Senior Associate or Counsel will be responsible for managing and executing various aspects of executive compensation, employee benefits, and ERISA-related legal matters....
Design and implement comprehensive estate plans for clients. - Work... to address their complex estate tax planning needs. - Draft... and review estate planning documents, including revocable... trusts, irrevocable trusts, wills, deeds, matters. - Prepare Form 706 estate tax returns. - International estate... planning...
complex domestic and international tax, wealth transfer, and succession... families. - Engage in core estate planning, including privacy structures,... advanced gift, estate, and generation-skipping transfer tax... planning. - Advise on California... property tax planning and residency planning... for clients undergoing domes...
the Private Client and Tax team at the law... California offices will be considered. The role involves: - Estate Planning: Familiarity with estate... planning for high-net-worth and... ultra-high-net-worth clients with complex family structures and assets, including gift, estate, and generation-skipping t...
expansion. - Responsibilities include handling estate planning and estate and... be required to draft complex estate plans and prepare estate... tax returns. - The role... necessitates staying informed about relevant state and federal income and estate tax laws. - Providing high-quality... client se...
law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies... tailored to their individu...
and experience with high-net-worth estate and tax planning - Drafting... trust agreements - Charitable planning - Estate and trust administration - Demonstrating... excellent drafting, writing, and analytical skills - Maintaining accurate and strong attention to detail - Exhibiting a high level of organization - Possessing strong verbal...
practice areas, which include estate planning, probate, corporate law,... real estate, family law, and general... civil litigation. - Collaborate with the existing team of four attorneys to manage and execute legal tasks and cases in the aforementioned practice areas. - Engage with...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... a comprehensive range of estate administration matters. This involves... and managing probate and estate-related tax returns. Key responsibilities... various tax returns, including Estate Tax Return...
is seeking an experienced Estate and Trust Attorney to... Join Our Team - Estate and Trust Attorney ... looking for an experienced estate and trust attorney with... involve supporting the existing estate planning and administration practice... and serving in a...
Title: Trusts & Estates Associate Job Responsibilities: The the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office... formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,......
design and implement comprehensive estate plans. - Advise high-net-worth individuals... on complex estate tax planning needs. - Draft... and review estate planning documents, including revocable... Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate... planning experie...
Title: Design and implement comprehensive estate plans for clients, working... them to address their estate planning needs. - Advise high-net-worth... individuals on complex estate tax planning. - Draft and... review estate planning documents, including revocable... matters. - Prepare Form 706 estate tax retur...
design and implement comprehensive estate plans. - Advise high-net-worth individuals... on complex estate tax planning needs. - Draft... and review estate planning documents, including revocable... with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate... planning experience...
vacation and personal time off. Professional development and continuing education opportunities. Collaborative, supportive, and inclusive work environment. Opportunity for remote work options. Beautiful office location in the heart of Solana Beach....
looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...