Title: Estate Planning Attorney Job Responsibilities: - Business Transactions: - Draft, review, and negotiate business contracts, including purchase and sale agreements, partnership agreements, employment and service contracts, and vendor agreements. - Form and maintain LLCs, corporations, and other business entities, including drafting...
preparing letters, and handling transfer forms. - Assist attorneys in... drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Manage and organize estate and probate files efficiently. - Prepare accounting and financial statements to support...
attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly managing accounts, preparing letters, and handling transfer forms. - Assisting in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced tr...
Job Title: Wealth Preservation Associate Job Responsibilities: The Wealth... Preservation Associate will be... involved in trust and estate planning and administration, primarily for high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day...
Job Title: Wealth Preservation Associate Job Responsibilities: - Engage... in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such...
Job Title: Wealth Preservation Associate Job Responsibilities: The Wealth... Preservation Associate will be... involved in the trust and estate planning and administration for high net worth individuals and families. This role particularly focuses on serving closely held business owners and corporate executives....
Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare correspondence, estate planning documents, and corporate/partnership/LLC documents. - Maintain a tracking system for clients and entities, ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. - Draft...
attorneys in managing Private Wealth Management matters, including estate... planning, trust administration, and tax compliance. - Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns. - Manage and update gift tax...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel clients on wealth transfer, charitable giving, and... asset-protection planning. - Oversee trust and estate administration matters as needed. - Collaborate...