probate. This includes, but is not limited to: Drafting wills, trusts, powers of attorney, and other estate planning documents Advising clients on structuring their estates to meet their goals and objectives Preparing estate tax returns...
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...
aspects of estate and tax planning. The role involves... implementing estate plans, as well as providing related legal advice. Additionally, the attorney will handle trust and probate administration. While experience with real estate and/or fiduciary tax and accounting is ......
Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts &... Estates and Tax Attorney at the law... on comprehensive estate and tax planning. The role involves... as well as providing tax analysis and advice. Key... clients on estate and tax planning strategies - Designing and......
in the areas of tax and estate planning, trust... administration, and entity formation and succession planning. - Prepare legal documents, compile relevant information, and manage correspondence and communications effectively. - Provide general administrative support, demonstrating the ability to multitask and prioritize workloads...
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...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a part of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored...
Secretary (Private Client and Tax) Duties: Drafts letters and... trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and documents...
at the law firm. The role involves a comprehensive range of estate administration activities, providing critical support to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate Tax... Returns and Fiduciary Income... Tax Returns. - Maintaining fin...
and services related to tax and wealth planning for... high-net-worth clients. This role involves working closely with clients to understand their financial objectives and developing strategies to achieve them. The associate will be expected to manage complex transactions and provide...
Job Title: Tax Associate Attorney (Mid-Level) Job Responsibilities: A... Tax Associate Attorney at the... involves handling a variety of matters within a broad-based federal transactional tax practice. Responsibilities include: - Engaging... in domestic and cross-border mergers, acquisitions, restructurings, buyouts, joint ventures, and strategi...
Title: Business, Real Estate, Trust, and Litigation Attorney Job Responsibilities: The attorney will be responsible for handling litigation matters involving real estate, business, and probate and trusts. The role involves engaging in drafting business and real estate documents. The attorney should possess...
of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate planning and funding documents, real estate transfer documents, probate and trust litigation pleadings, and gift and estate tax returns. -... Compiling supporting documentation...
matters. This role involves providing assistance to the firm's attorneys and senior paralegals in various tasks related to estate administration, trust funding, and client case management. Key responsibilities include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate...
complex domestic and international tax, wealth transfer, and succession... ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping tr......
Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm... Secretary (Private Client & Tax) Salary Information: The... this role is $70,000 - $100,000. Job Title: Legal Secretary (Private Client & Tax) Experience: 2+ years... of administrative experienc...
and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the... creation and management of irrevocable trusts. - Build and maintain strong client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
Responsibilities: - Prepare gift and estate tax returns... - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem administration issues - Draft trusts and wills as needed...
level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will be responsible for managing large projects, interfacing with clients and their external advisors, and demonstrating a solid grasp of estate, gift, and GST tax planning... strategies. E...
unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys of the law firm in managing estates, administering irrevocable trusts post-death, preparing necessary legal documents, and handling estate-related tax returns along wi...
Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal at law firm... is tasked with a comprehensive range of estate administration duties. client cases. - Preparing various tax returns, specifically Estate Tax... Returns and Fiduciary Income... Tax...
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......
supporting attorneys within the Tax/Employee Benefits/Trusts & Estates department.... Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents such as trusts, wills, powers of attorney, and healthcare directives. - Handling post-mortem real estate...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... across various tasks related to estate planning and trust administration. Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents, such as trusts, wills,...
various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment... of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity T...
support the law firm's Tax, Benefits, and Estate Planning... primary responsibilities include providing tax planning and business structuring... services for individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate administration,...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary responsibilities for the Mid-Level Trust & Estate Transactional Associate include engaging in sophisticated estate planning and trust administration. The candidate will be responsible for drafting comprehensive estate plans, which encompass the...
We not only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate will be drafting trusts and related estate documents; including those related to advanced estate tax or property tax planning.... D...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts & Estates The candidate will prepare/assist with preparation of Gift Tax Returns, Estate Tax... Returns, and Fiduciary Income... Tax Returns. Maintain fin...
Title: Copyright Litigation Associate Attorney (Mid-Level) Job Responsibilities: The Copyright Litigation Associate Attorney is responsible for handling complex intellectual property matters, with a focus on copyright litigation. The associate will work on high-profile cases at the intersection of copyright and...
Title: IP Litigation (Hard Tech) Associate Attorney (Mid-Level) Job Responsibilities: The IP Litigation (Hard Tech) Associate Attorney is responsible for representing clients in high-profile and complex patent disputes across tech, life sciences, and consumer products industries. The attorney is expected to...
Title: Products Liability Litigation Associate Attorney (Mid-Level) Job Responsibilities: The Products Liability Litigation Associate Attorney at the law firm is expected to undertake a variety of responsibilities that are integral to the role. The primary responsibilities include: - Products Liability Litigation: The candidate...
Job Title: Associate Attorney, Tax & Estate Planning Job Responsibilities: -... advanced estate and income tax planning matters. - Engage in... living trusts and irrevocable gift trusts. - Conduct research on... estate planning and other tax issues. - Evaluate and coordinate/update... template documents, letters, and...
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...