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...
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...
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...