both federal and state tax issues. - Draft appropriate... for clients, emphasizing the tax ramifications of each document.... - Prepare 706 returns for review by an accountant. - Develop legal plans for clients' assets. - Under the supervision of the...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...
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......
planning needs. - Advise high-net-worth individuals on complex estate tax planning. - Draft and review... estate planning documents, including revocable trusts, irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. - Prepare Form 706 estate tax retur...
Job Title CPA/Sr. Tax Accountant Job Responsibilities The... CPA/Sr. Tax Accountant at the law... preparation of all clients' tax returns. This role requires... technical skills in various tax, accounting, and compliance areas,... Handling tax compliance for gift and estate tax returns,......
only have the best **Members Only** positions, but we also have the most. Brown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and... Mer...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... at the law firm. This role involves a variety of tasks centered around estate planning and trust administration. Key duties include: - Engaging with clients, trustees, and family members to draft and...
both federal and state tax regulations. - Draft appropriate... primary focus on the tax ramifications involved. - Prepare... 706 tax returns for review by... an accountant. - Develop legal plans for clients' assets. - Under the supervision of the law...
Job Title: Estate & Tax Planning Associate Job Responsibilities: - Engage... in estate and tax planning, trust administration, and... business succession planning. - Handle gift and estate tax matters,... including the preparation... of Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs),...
Title: Trusts, Estates & Probate Attorney Job Responsibilities: - Draft, review, and edit legal documents including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions. - Oversee Trust Administration, Probate, and Conservatorship matters from start to finish. - Consult with clients and design Revocable Living...
to join our team as an Estate Planning Lawyer. **Members Only**, is a leading law firm specializing in estate planning, tax optimization, asset protection and... succession planning. With a focus on providing exceptional legal services to our clients, we pride...
Planning Lawyer – Join a Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada H2: Join a Leading Law Firm and Make a Difference in Clients’ Lives Are you a talented and experienced...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs. - Identify and recommend appropriate strategies to meet clients' objectives, including advising on the suitable type of trusts. - Draft estate planning documents, such as...
Planning Attorney Job Title Estate Planning Attorney Job Responsibilities - Conduct initial consultations with clients to understand their estate planning needs and objectives. - Identify the appropriate strategy to meet the client’s expressed objectives, including advising on the appropriate type of trust(s) to fulfill those...
Title: Associate Attorney - Estate Planning & Elder Law Job Responsibilities: - Handle Estate Planning matters with a focus on Medi-Cal planning. - Manage all aspects of Estate Planning, Conservatorships, Probate cases, and Trust Litigation. - Provide compassionate legal counsel in Elder Law. - Conduct...
Title: Estate Planning Attorney Job Responsibilities: - Conduct client consultations and listening-focused meetings to understand their estate planning needs. - Translate complex legal concepts into clear, client-friendly explanations to ensure clients understand their estate plans. - Review trusts, wills, powers of attorney, and related...