Firm is seeking a Tax, Trusts & Estates Associate... to join one of our Florida, New Jersey or New York offices. The ideal candidate will have a Juris Doctorate degree along is required. The Tax, Trusts & Estates Associate......
Title: Trust Administrator Job Responsibilities: - Engage in heavy contact with clients, trustees, and managing attorneys regarding all aspects of trust work. - Conduct routine and complex financial transactions. This includes: - Assisting with the opening of trust accounts. - Corresponding with clients...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
planning documents such as wills, trusts, and powers of attorney - Knowledge of probate and trust administration processes - Familiarity with estate tax laws and regulations ... Responsibilities: - Assist attorneys with drafting estate planning documents - Communicate with client...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration. Key duties include: - Handling probate processes, with a preference for familiarity with New Jersey, New York,...
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......
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate 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...
for advising clients on tax-oriented estate and trust planning,... wealth management, wealth transfer, philanthropic giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates... laws, securities regulations, and accounting procedures. The a...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and execute customized estate plans tailored to client needs. - Provide legal counsel and guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review...
firm staff positions, but we also have the most. Trust & Estates and Tax Paralegal Law Firm is... looking for an experienced Trust & Estates and Tax paralegal to join their... team. This role will be located in either the...
planning, wealth transfer, and tax matters. - Draft and implement... estate planning documents, including wills, trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and...
related income, partnership, and tax planning for clients. - Provide... corporate and personal planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated on relevant legal trends and changes in estate planning...
Title: Private Wealth Services Paralegal Job Responsibilities: The Private Wealth Services Paralegal will play a vital role in supporting attorneys within the department, primarily focusing on estate administrations and the drafting of various estate planning instruments. This position demands a high level...
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...
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 Bar Board Certified in...
Title: Experienced Trust 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...
Title: Trust & Estates Attorney Job Responsibilities: The Trust & Estates Attorney will be responsible for providing legal expertise and services in the area of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development and...
Planning, Guardianship and Probate Attorney The candidate should have 7 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...
Title: Florida Barred Associate Attorney Job Responsibilities: - Meet with clients to 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...
Title: Estates & Trusts Tax Paralegal Salary Range: $69,750... resourceful Estates & Trusts Tax Paralegal to join our... busy Estates & Trusts team in either our Albany, Buffalo, Florida, or Rochester office. In this role, you will be responsible f...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The position of Trust & Estates Administration Paralegal involves 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...
Title: Estate Planning Attorney Salesperson Job Responsibilities: - Conduct estate planning strategy consultations with pre-qualified inbound leads. - Establish authority and trust within the first minutes of every client conversation. - Diagnose client needs and present tailored estate planning solutions. - Confidently ask potential clients...
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,...
planning and administration - Knowledge of 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 -... Collabor...
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...
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 Board Certified in Wills,...