families, and business owners. - Draft and implement sophisticated estate plans, business succession strategies, and wealth transfer vehicles. - Work closely... with clients on multi-generational planning, trust structures, and family business continuity. - Service an established client base while also working to...
Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will join the Trusts & Estates practice group at the law firm. The candidate will be responsible for handling a variety of tasks related to trust and estate planning and...
The primary responsibilities include: - Engaging in trust and estate planning and administration. - Applying knowledge of relevant state and federal tax laws. - Handling multigenerational wealth transfers. - Assisting with business... succession planning. - Advising on gift and income tax planning. - Conducting charitable planni...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...
with members of the Wealth Management Group to deliver... high-level client service to family office clients. Key responsibilities include: - Preparing, reviewing, and processing estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041, and 709, along with...
Title: Trusts & Estates Legal Administrative Assistant Job Responsibilities: The Trusts & Estates Legal Administrative Assistant plays a crucial role in supporting attorneys and paralegals specializing in estate planning and trust administration within the law firm. The position involves a variety of...
drafting of various estate planning documents. Key responsibilities include: - Assisting attorneys in drafting documents such as Last Will and Testament, trusts, health care proxies, living wills, deeds, trustee certificates, homesteads, and asset transfer documentation. - Managing documentation related... to investment a...