all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial... accounts, and business interests....
Flexible Spending Accounts (FSA) • Paid Time Off • Generous Paid Holidays • Additional Voluntary Benefits • Casual Dress • Fun Work Environment • Free Parking Responsibilities: • Draft and review estate planning documents, including wills, trusts, powers...
executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial... accounts, an...
Provide sophisticated estate planning, wealth transfer and tax advice... to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through...
Job Title: Private Wealth Planning Associate Job Responsibilities: The Private... Wealth Planning Associate will be... part of the Private Wealth Planning Group at a... firm, engaging in high-net-worth wealth planning. The primary responsibilities... include: - Managing large projects efficiently and effectively. - Interfacing with...
H1: Private Wealth Planning Paralegal at **Members Only**... LLP H2: Join Our Team as a Paralegal with Strong Estate and Gift Tax Return Preparation Skills Law Firm Seeking Experienced Paralegal with Strong Estate and Gift Tax Return Preparation Skills...
Title: Trusts & Estates Legal Coordinator Job Responsibilities: - Engage in extensive client communication and coordinate meetings related to estate plan documents. - Prepare execution packages and manage the processes following document signings. - Act as a witness to estate planning signings and notarize...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys...
Title: Legal Administrative Assistant Job Responsibilities: - Assist in compiling necessary data and information from clients related to real and personal property for trust and estate planning documents. - Prepare initial drafts and make necessary edits to probate documents as directed. - Assist in...
Tax Controversy Associate Job Title: Mid-Level Tax Controversy Associate Job Responsibilities: The Mid-Level Tax Controversy Associate at the law firm will be part of the Tax Controversy practice. The primary responsibilities include resolving tax controversies with . tax authorities, which may arise at...