to the preparation and management of legal documents and... processes. Key responsibilities include: - Preparing legal documents such as wills, pleadings, motions, petitions, guardianship applications, and power of attorney requests. - Drafting business plans and financial reports pertinent to trusts an...
firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate administration/planning. This includes advising clients on complex wealth structures and drafting estate... planning documents. - Conducting tax analysis, estate administration, and tr...
clients in the areas of succession planning, tax planning, estate planning, estate and trust administration, and litigation. Key responsibilities include: - Advising clients on trust and estate planning to ensure efficient management and transfer of assets. -... Managing estate and trust...
estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists, and procedures to ensure efficient file management. Key responsibilities include meeting... deadlines, maintaining organization, and paying attention to detail. The paralegal...
everyday needs in a productive and timely manner. - Adapt, work independently, and support families in delicate situations, prioritizing these tasks across all areas of the firm. - Maintain a professional demeanor and strong attention to detail. - Exhibit excellent time management a...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Title: Managing Associate (Investment Funds) Job Responsibilities: - Operate as a mid-level associate under the direction of partners within the law firm's Investment Funds group. - Advise investment managers on the offering, formation, and regulatory compliance of private investment funds. - Provide guidance to...
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...
Title Family Law Associate Job Responsibilities The Family Law Associate will be a key member of the Family Law team, situated in the New York office. The role involves handling both contentious and non-contentious family law matters for a diverse client base. Responsibilities...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is tasked with a range of administrative and client-specific responsibilities that ensure the law firm meets its business and client service objectives. Key responsibilities include: - Managing, producing, and...
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,...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments - Prepare and file probate pleadings, notices, inventories, and accountings - Assist with trust funding, asset collection, and property transfers -...
in Trust & Estates Practice Area at Law Firm in Syracuse, NY H1: Join Our Team as a Trust & Estates Paralegal at **Members Only** in Syracuse, NY! H2: Exciting Opportunity for Experienced Paralegal in Trust & Estates Practice Area...
Title: Trust & Estates Administrative Assistant Job Responsibilities: - Provide both legal and non-legal administrative support to attorneys and paralegals within the Trust & Estates Practice Group. - Interface with clients, administrative agencies, and court personnel to facilitate smooth communication and operations. - E-file...
Job Title: Investment Management Associate - Junior -... Responsibilities: - Engage in investment management transactional work with a... Represent institutional investors and wealth advisory firms, enhancing client... interactions and relationships. - Collaborate within a cross-office team that values a collegial and close-knit...
protect and administer family wealth, and plan for the... transmission of wealth to family members and... charities, with sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business objectives. ## Responsibilities...
Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...
& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of a growing trusts and estates practice primarily serving high-net-worth clients. The responsibilities include: - Providing advice and counsel on general estate planning matters, tax planning, asset protection,...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of the Trusts and Estates Practice Group at the law firm. The primary responsibilities include estate and trust planning and administration. The role requires collaboration with a...
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...
Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...
will be commensurate with experience and qualifications. Paralegal - Join the Premiere DWI Defense Law Firm in New York Job Title: Paralegal at **Members Only** Experience: Entry-level or experienced Salary: Commensurate with experience and qualifications...
Title: Associate - Corporate/M&A - Joint Ventures Job Responsibilities: The Associate - Corporate/M&A - Joint Ventures will work closely with a leading Corporate/M&A partner at the law firm. The primary responsibilities include: - Engaging in deal-making as a core competency, representing buyers and...
Title: Mid-senior level associate - Executive compensation and benefits Job Responsibilities: - Work with two leading executive compensation partners with backgrounds from Wachtell and Simpson Thacher. - Advise clients on complex executive compensation and employee benefits issues, particularly in the context of mergers...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm will be tasked with a variety of responsibilities centered around estate planning and probate processes. Key duties include: - Drafting and preparing estate planning documents such as trusts, wills, and powers of attorney,...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is tasked with managing all aspects of estate and trust administration. This includes, but is not limited to, the following responsibilities: - Handling the probate process with an understanding...
Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will be responsible for representing individuals and trusts in estate, income, and gift tax planning matters. The role involves active participation in trust and estate administration, requiring the associate to...
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 tasks within the law firm. Key responsibilities include: - Identifying clients'...
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...
ensuring comprehensive understanding and management of their legal needs. -... Draft wills and trusts, ensuring all documents are legally sound and cater to the client's specific requirements and wishes. - Handle surrogate’s court proceedings with due diligence and expertise, representing clients effectively. -...
Title: Legal Administrative Assistant Job Responsibilities: - Handle office correspondence and administrative tasks, which include responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and notifying the team about upcoming deadlines. - Be prepared to undertake any other necessary...
is an Equal Employment Opportunity employer. Key Responsibilities Provide administrative support to attorneys in the Dispute Resolution division. Maintain attorney calendars and schedule appointments. Prepare legal documents and correspondence. Conduct legal research and compile...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing all facets of tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing tax compliance for complex accounts such as trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. The role...
Title: Legal Assistant Job Responsibilities: - Communicate with clients to facilitate legal processes and ensure smooth interactions. - Prepare case-specific documents required for real estate and estate planning transactions. - Ensure that case-related documents are well-organized and readily available for review by legal professionals. -...
in the preparation and management of legal processes related... to wills, trusts, and estate administration. The responsibilities include: - Providing support for probate and trust administration by preparing and filing necessary court forms, petitions, and orders. - Notifying beneficiaries about...
in the preparation and management of legal processes related... to wills, trusts, and estate administration. Key responsibilities include: - Probate and Trust Administration Support: - Preparing and filing court forms, petitions, and orders - Notifying beneficiaries - Marshalling and valuing...
Title: Estate Administration Paralegal Job Responsibilities: As an Estate Administration Paralegal at the law firm, you will play a crucial role in supporting attorneys with the probate and trust administration process. Your responsibilities will include: - Preparing and filing probate petitions and related...
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...
Job Title: Private Wealth Associate Job Responsibilities: The... Private Wealth Associate will be responsible... working within the Private Wealth practice group, focusing on... high-end trust and estate planning. The role involves collaborating with a team of legal professionals to advise...
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...
candidate will be doing management of paralegal staff and... ability to work alongside other attorneys. Must have 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. Experience with personal finance, and basic tax, investment and accounting...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for a range of duties primarily centered around trust and estate planning and administration. Key responsibilities include: - Drafting estate planning documents, petitions, and supporting materials for probate and administration proceedings. - Collaborating...
have significant work experience in estate planning, although an . in Estate Planning will be considered in lieu of work experience. Must have excellent time management and organizational skills and... be motivated to contribute to the growth of the firm....
have significant work experience in estate planning, although an . in Estate Planning will be considered in lieu of work experience. Must have excellent time management and organizational skills and... be motivated to contribute to the growth of the firm....