Job Title: Private Client & Tax Associate Job... Responsibilities: - Draft sophisticated estate planning documents and multi-generational trusts. - Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning. - Educate clients on the implications of...
experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar... membership preferred. Should have strong drafting, writing, research, and communication skills. Should have experience drafting complex wills and trusts; experience drafting, explaining, recommending, and finalizing sophisticate...
/ Mid-level Trusts & Estates Associate The candidate will work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including...
trust and estate administration. Key responsibilities include: - Preparation of formal and informal estate and trust accountings. - Preparation of federal and state estate tax, gift tax, fiduciary income tax, and private foundation returns. - Documenting assets... and arranging for valuations as necessary....
controversies, focusing on wealth preservation and safeguarding client assets. This role encompasses... a wide range of tax controversy matters, including but not limited to: - Voluntary disclosure cases such as streamlined foreign offshore filings and IRS Criminal Investigation Voluntary Disclosure P...
is positioned within the Private Client and Tax Division... to the personal and private capital needs of high-net-worth... individuals and families. This position is available in New Haven, New York, Los Angeles, or San Francisco. The primary responsibilities include: - Providing...
We not only have the best **Members Only** positions, but we also have the most. Legal Secretary, Private Client, and Tax Duties:... The candidate drafts short letters and documents; assists the team in the consolidation of deliverables, collects and...
Legal Practice Coordinator - Private Client Services Job Responsibilities: - Provide... and data within the Private Client Services team to... meet client needs. - Collaborate with legal... the clients’ needs and attorney requirements. - Maintain billable expectations... as part of the job responsibilities. - Utilize...
Title: Legal Practice Coordinator– Private Client Services Job Responsibilities: The Legal... integral member of the Private Client Services team at... the law firm. The LPC is responsible for a range of duties that ensure the smooth operation of the department and the...
integral part of the Private Client Services department, with... a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing gift tax returns. The role involves close collaboration with other team members and professionals...
wills, trusts, powers of attorney, and related agreements. - Support... attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft and file court submissions such as petitions, inventories, and accountings. - Assist with trust funding, asset transfers,...
Firm Hiring 2025 Summer Associate in New Haven About **Members Only** - 125 years of experience in providing legal advice to successful individuals, families, entrepreneurs, and businesses in various industries - 17 offices globally, allowing for a comprehensive understanding...
large, global law firm. Summer Associates will work alongside qualified attorneys worldwide to provide integrated solutions addressing the legal needs of international clients. The primary responsibilities include: - Collaborating with the Private Client and Tax Division... to cater to the per...
several key responsibilities. The primary duty is to process daily receipts of both firm and client funds, along with any... other assigned accounting and finance duties. Specific responsibilities include: - Applying daily receipts, which encompass office, escrow, and miscellaneous funds. - Confirm...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a member of the Trusts and Estates practice at the law firm. The primary responsibilities include: - Estate planning: Developing and implementing strategies for estate planning, including drafting wills,...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Seeking Tax/Trusts & Estates Attorney with 1-3 years experience... in tax/trusts and estates. . in taxation. Candidate with excellent academic credentials is required...