Group. The successful candidate will be responsible for a variety of tasks focused on estate planning and estate/trust administration. Key responsibilities include: - Drafting sophisticated estate planning documents such as trusts, wills, and powers of attorney. - Planning and advising on wealth-transfe...
firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the development and implementation of estate plans to ensure the efficient transfer of assets, minimize taxes,... and fulfill the client's personal and family objectives. - Estate Administration: Ma...
real estate transactions, business tax planning, nonprofit tax planning, business succession, wealth transfer, and charitable planning. -... Handling federal, state, and local taxation matters. - Representing clients in tax controversies before IRS Administrative Appeals, the . Tax Court, and Federal District Courts. Education...
Title: Tax & Estate Planning Attorney Job Responsibilities: The Tax & Estate Planning Attorney is responsible for providing comprehensive legal services in the areas of tax and estate planning. This includes advising clients on the development and implementation of estate plans,...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...