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 Property Trusts (QTIPs), and char...
Job Title: Private Client Services Senior Associate Job... Responsibilities: - Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such...
on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession... plans, including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
H1: Legal Assistant - Private Client Services - Philadelphia... Philadelphia, PA Practice Area: Private Client Services Job... Title: Legal Assistant - Private Client Services Salary: Competitive... Summary: - Performs secretarial and administrative duties for legal professionals in Private Cl...
PARALEGAL - PRIVATE CLIENT SERVICES Law Firm:... Location: Philadelphia Practice Area: Private Client Services Date Posted:... Paralegal to join our Private Client Services team in... Philadelphia. This is a great opportunity for a career-oriented individual with at least 3 years...
advising both registered and private funds, as well as... institutional investors. Key duties include: - Fund formation and governance: Assisting in the creation and management of various fund structures. - Regulatory compliance: Ensuring that funds and investors adhere to applicable laws and...
Friendly Job Title: Attorney - General Liability - Philadelphia, PA H1 Heading: Join Our Team at **Members Only** H2 Heading: Attorney – General Liability – Philadelphia, PA Bold Headlines: - About Our Firm...
with a variety of institutional clients including commercial banks, commercial finance companies, direct purchasers, private equity firms, investors, developers,... and major non-profits. The role requires a strong transactional background and understanding of Article 9 of the UCC and the bankru...
team responsible for deal sourcing. This includes setting and measuring performance against targets for outbound calls, deals sourced, deals shared, and billable work generated. The role involves supporting existing Private Equity (PE) relationships and... identifying new PE relationships to driv...
law firm, providing legal guidance and services to nonprofit organizations. Key... responsibilities include advising on tax and corporate matters, particularly... in relation to mergers and acquisitions involving nonprofit corporations. The attorney is expected to have expertise in forming private foundations,...