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......
on complex estate and tax planning strategies. - Draft and... SLATs, BDITs, DAPTs, and ILITs. - Advise clients on income, gift, estate, and generation-skipping transfer... tax strategies. - Collaborate with CPAs,... financial advisors, and family offices to execute planning solutions. - Manage matters...
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 Paralegal Job Responsibilities: The Probate Paralegal plays a vital role in supporting the Trust and Estates practice group within the law firm. The primary responsibilities include managing information and aiding in the delivery of legal services, which encompasses direct client...
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,...
Title: Trust and Estates Legal Assistant - 0253 Job Responsibilities: The Trust and Estates Legal Assistant is a critical support role within the Trust and Estates practice group at the law firm. The position is designed to enhance attorney efficiency by managing...
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...
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...
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...
Title: Trust and Estates Legal Assistant Job Responsibilities: The Trust and Estates Legal Assistant plays a crucial role in supporting the Trust and Estates practice group by enhancing attorney efficiency through effective management of information and assistance in the delivery of legal...
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...
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...