Title: Trusts & Estates Associate Job Responsibilities: - Join the Private Clients Group at the Greenwich office of the law firm and work on a partnership track. - Engage in sophisticated estate planning and estate and trust administration matters. - Work with high net...
including wills, revocable and irrevocable trusts, and powers of attorney - Collaborate with Paralegals, Fiduciary Accountants, other Attorneys, and clients in probate and trust administration - Prepare and review gift tax returns, estate tax... returns, and fiduciary income... tax returns - Conduct...
and family businesses on tax, trust and estate and... business succession matters. Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a law firm's Trusts & Estates/ Private Client group....
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
and family businesses on tax, trust, and estate and... business succession matters. Must have 5 years of experience practicing in a law firm's relevant/Private Client group; strong academic credentials (JD required; LLM is a plus); Bar membership preferred; strong drafting,...
Associate The candidate will participate in the firm’s business development activities and must be comfortable working with elderly individuals, individuals with disabilities, and their families. Should have 1-3 years of experience in elder law, trusts and estates, contested guardianship, and...
Attorney Law Firm Full-time Job responsibilities The associate attorney will handle a variety of legal matters, including residential real estate, foreclosure defense, landlord/tenant issues, estate planning, and/or probate. The successful candidate will have the opportunity to work in the practice areas in which they...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
trust administration. - Prepare estate tax returns and accountings. - Prepare... institutions, and clients. - Assist attorneys during client meetings. - Assist with the preparation of gift tax returns. - Utilize proficiency... in... MS Word, Excel, and One Source. - Demonstrate strong verbal and written communica...
Paralegal Job Responsibilities: - Prepare estate tax returns and accountings - Prepare... with the preparation of gift tax returns - Utilize proficiency... in... MS Word, Excel, and One Source - Exhibit strong verbal and written communication skills Education and Experience Information: - 5 years of experience as...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys with estate administration matters for both taxable and non-taxable estates. The core responsibilities include: - Interacting with a...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate is responsible for performing a variety of legal tasks related to estate planning and administration. Key responsibilities include: - Preparing trust agreements and wills - Handling probate proceedings - Administering revocable and irrevocable...
Charitable Planning Attorney - **Members Only** **Members Only** is looking for an experienced Charitable Planning Attorney with 6+ years of experience to join their team. This position can be based in either the Stamford, Connecticut, or Naples or Palm Beach Gardens,...
asset protection and estate tax planning strategies - Advising... clients on estate administration - Drafting legal documents such as wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and living wills - Making court appearances for estate proceedings...
Title: Estate Administration Senior Associate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors,...
Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...
of estate administration Law Firm Seeks Jr. Associate for Trusts & Estates Practice Our nationally renowned Trust and Estate group is seeking a Jr. Associate to join our team. We provide high level and complex tax, estate pl...
Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...
Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning, and asset... preservation services. The clientele includes executives from major public and private companies, real estate developers and investors, successful entrepreneurs and business own...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys, Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax documents - Be...
Estate Planning Attorney - 2-5 Years Experience H2: Join a Growing Law Firm with Excellent Benefits Are you an attorney with 2-5 years of experience in preparing wills, trusts, and other estate planning documents? Do you have a passion...
Administration, Litigation, or Real Estate. Experience with personal finance, and basic tax, investment and accounting knowledge.... New York bar admission required; other states are a plus. Professional self-starter with strong follow-through and good technology and client relations skills. Position inclu...
best **Members Only** positions, but we also have the most. # Trust & Estates and Tax Paralegal is seeking an... experienced Trust & Estates and Tax Paralegal to join their... team. This position is available to be virtual or located...
Firm is seeking a Trusts and Estates Paralegal with 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with 3 years of experience in all aspects of the administration of estates. The...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is responsible for managing all phases of estate and trust administration. This includes the probate process, where knowledge of probate procedures in New Jersey, New York, and Florida...
and services to clients regarding their estate planning needs, ensuring that their assets are managed and distributed according to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
Title: Estate Administration Paralegal (Uniondale) Salary: $75,000 to $90,000 Experience: Minimum of 4 years Law Firm: Farrell Fritz Location: Uniondale, New York Department: Administration **Members Only** a highly respected and top-ranked law firm in...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys in estate administration matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting...
Title: Trusts & Estates Paralegal (Planning and Administration) Job Responsibilities: The Trusts & Estates Paralegal is responsible for working closely with clients, attorneys, paralegals, and accountants to ensure the smooth administration of trusts and estates. The candidate must demonstrate excellent communication, organizational,...
And Estates Attorney The candidate will assist partners with all aspects of general trusts and estates, but with an emphasis on planning. Should preferably have significant work experience in estate planning, although an . in Estate Planning will be considered...
are currently seeking a Tax and Trust & Estates... Paralegal to join our team in our Westport office. This is a full-time position with a competitive salary and benefits package, including and more. Job Title: Tax and Trust & Estates......
Title: Associate Attorney – Elder Law Job Responsibilities: The Associate Attorney will be responsible for a wide range of tasks associated with elder law, estate planning, and estate and trust administration. The main duties include: - Providing high-quality legal services to clients in...
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns... and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high net worth individuals and families. - Advise clients on inco...
Title: Estate Administration Partner Job Responsibilities: - Assist in both leading and managing the Estate Administration department, including workflow oversight, strategic development, client communications, and mentorship of younger team members. - Manage caseload of technically complex and high-dollar estate matters across the State...
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate, family disputes,... strategic business organization, and succession planning. The role involves working with family offices, famil...
all phases of trust and estate administration, including the preparation of estate tax returns. - Provide litigation support... and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of Surrogate’s Court rules and procedures, including probate, admi...
Title: Associate Attorney - Hybrid Position NYC Job Responsibilities: As an Associate Attorney at the law firm, you will be responsible for managing all aspects of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship...
Title: Trust & Estate Attorney (Senior Counsel or Member) Job Responsibilities: The Trust & Estate Attorney at the Senior Counsel or Member level will be responsible for a variety of duties, including but not limited to: - Working with clients...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York 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...
firm, providing comprehensive legal services in estate planning, estate and trust administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to the needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. - Develop strategies... for estate, gift, and generation-skipping transfer (GST)... tax. - Design and implement advanced... estate plan...
individuals, families, and family offices on estate, gift, and generation-skipping transfer tax... matters. - Draft and review... sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare,... edit, and review estate tax ret...
administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income... tax returns. - Mainta...
Prepare New Jersey inheritance tax returns and federal estate... and gift tax returns. - Manage trust... accountings... and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills to effectively...