Job Title: Trust & Estate Attorney Job Responsibilities: The... Trust & Estate Attorney will... be responsible for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential...
individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. The primary responsibilities... include: - Estate and tax planning for clients - Advising clients on legal strategies for wealth management and estate distribution - Drafting and reviewing legal documents relat...
Manager Job Title: Paralegal Manager (Probate/Estate Planning) Job Location: Covington, KY Employment Type: Full Time Experience Level: Mid Level Job Responsibilities The Paralegal Manager is tasked with overseeing a team of paralegals and managing the systems and technologies they use for creating...
advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient... estate and business succession plans, including trusts, family partnerships, and charitable structures. - Partner with... corporate and transactional teams on M&A matters involving shareholder, partnership, and tax consideration...
Administration + Estate & Trust Litigation Job Responsibilities: General Responsibilities (Probate): -... beneficiaries. - Assist attorneys when they are named as Fiduciary with tasks such as marshalling assets, managing realtor relationships to ensure real estate is cleaned out and sold, communicating with charitable clients/beneficiaries...
Title Senior Wealth Strategy Associate Job Responsibilities - Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship...
LLCs, and Partnerships, as well as the individual returns of business owners, which may include estates, trusts, and charitable entities. - Ensure clients... comply with all applicable tax authorities while minimizing their tax and reporting burdens. - Conduct top-level revi...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with delivering comprehensive tax and consulting services to business clients, particularly those operating with pass-through entities and their business owners. Key responsibilities include: - Performing tax planning, preparation,...
pass-through entities and to their business owners. The job duties include: - Performing tax planning, preparation, and research for pass-through entities such as S-corps, LLCs, Partnerships, and for the business owners’ individual returns, which may include estates, trusts, and charitable entities....
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services primarily to business clients with pass-through entities and their business owners. Key responsibilities include: - Tax Planning, Preparation, and Research:...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing tax and consulting services to business clients with pass-through entities and their business owners. Key responsibilities include: - Performing tax planning, preparation, and research for pass-through...
support the Executive Director of the George and Margaret Mee Charitable Foundation, encompassing tasks that... contribute to the effective operation of the foundation as well as broader support for the law firm's attorneys, clients, and Trustees. Key responsibilities include: Foundation Sup...
Title: Associate Attorney Job Responsibilities: The role of the Associate Attorney at the law firm involves supporting litigation attorneys through various tasks related to legal document production, legal research, and client interactions. The specific responsibilities include: - Drafting legal documents such as summons/complaints,...
Title: Patent Senior Associate Attorney / Counsel Job Responsibilities: - Evaluate the patentability of innovations across mechanical, electrical, and related technology fields. - Prepare and prosecute . patent applications, coordinate with foreign counsel on international filings, and enforce intellectual property rights. - Manage IP...
Title: Patent Senior Associate Attorney / Counsel Job Responsibilities: - Evaluate the patentability of innovations across mechanical, electrical, and related technology fields. - Prepare and prosecute . patent applications, coordinate with foreign counsel on international filings, and enforce intellectual property rights. - Manage IP...
Title: Senior Counsel Job Responsibilities: - Develop a case theme that is more compelling than any plaintiff ploy for sympathy or anger. - Refuse to accept mediocrity, the average, the standard, or the norm in anything. - Independently handle court appearances, depositions, briefs, and...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, driving results. - Elevate standards by challenging mediocrity and striving for excellence in all aspects of work. - Independently manage court appearances, depositions, motion practice, and trials. -...
Title: Senior Counsel Job Responsibilities: - Develop a compelling case theme that outmaneuvers any plaintiff strategy aimed at garnering sympathy or anger. - Reject mediocrity and strive for excellence, exceeding the average, standard, or norm. - Independently manage court appearances, depositions, briefs, and trials. -...
Title:** Associate Attorney **Job Responsibilities:** - Develop compelling case strategies that effectively address and counter emotional arguments, aiming to drive successful results. - Set a higher standard by challenging mediocrity and pursuing excellence in every aspect of work. - Independently...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments to drive favorable results. - Set a higher standard by challenging mediocrity and striving for excellence in all aspects of work. - Independently manage court appearances, depositions,...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, driving successful outcomes. - Set and maintain high standards, challenging mediocrity and striving for excellence in all aspects of legal work. - Independently manage court appearances, depositions,...
Title: Wealth Strategist Job Responsibilities: - Partner with financial advisors to engage Ultra High Net Worth (UHNW) clients and prospects, typically with a net worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including federal estate, gift, c...
Job Title: Trust & Estate Attorney Job Responsibilities: The... Trust & Estate Attorney will... work within the Trust & Estate Group of... the law firm, which is dedicated to identifying and addressing the unique needs of clients in estate planning and administration....
Job Title: Trust & Estate Attorney Job Responsibilities: The... Trust & Estate Attorney will... be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents...
Job Title: Trust & Estate Attorney (Several... needed to transfer and protect assets. - Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other charitable and tax-exemp...
advanced strategies using various trust structures such as revocable... SLATs, GRATs, CRTs, dynasty trusts, and non-grantor trusts. - Advise clients on tax-efficient transfers involving estate, gift, and GST taxes. - Develop asset protection and beneficiary-controlled trust structures. - Provide guid......
Job Title: Wealth, Trust & Estate Planning Associate Job... Responsibilities: - Join the Wealth, Trust & Estate Planning group... at the law firm, one of the East Coast’s largest and most experienced private wealth practices. - Draft wills, trusts, and other related legal...
matters related to estate, charitable, business succession, and estate/gift... support to fiduciaries in trust, estate, and probate administration. -... Assist with the development and refinement of firm processes and best practices. - Build and maintain strong relationships with clients and referral partners. -...
Title: Trusts & Estates Associate Job Responsibilities: - Join the Private Clients Group at the Greenwich office of the law firm and work on a partnership track. - Engage in sophisticated estate planning and estate and trust administration matters. - Work with... high net...
including wills, revocable and irrevocable trusts, and powers of attorney - Collaborate with Paralegals, Fiduciary Accountants, other Attorneys, and clients in probate and trust administration - Prepare and review... gift tax returns, estate tax returns, and fiduciary income tax returns - Conduct...
Job Title: Ascent Senior Trust Officer Job Responsibilities: The Ascent Senior... Trust Officer is primarily responsible... specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates.... The officer will likely work as part of a team of ex...
Title: Senior Litigation Counsel/Consumer & Economic Justice Unit/Special Assistant Attorney General Job Responsibilities: The Senior Litigation Counsel will play a pivotal role in leading the Office of the Attorney General's consumer protection and antitrust enforcement efforts. This entails developing and prosecuting civil...
in Minnesota and across the country. The primary responsibilities include: - Advising nonprofit organizations on tax, corporate, and charitable trust issues unique to... tax-exempt and nonprofit organizations. - Taking on a senior role in the management of the Nonprofit Organizations practice, re...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Leading mul...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Leading multipl...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Leading mult...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal estate,...
Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services practice are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some...
Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel (AGC) plays a crucial role in ensuring the legal compliance, operational excellence, and strategic success of the organization, which is known as the leading public-interest law firm focusing on economic liberty, free...
duties and interpretation of trust documents as a trustee,... ensuring adherence to the highest fiduciary standards for multi-generational families. - Coordinate strategic plans to manage and grow client relationships with a focus on risk management and compliance. - Develop and expand the...
Planning Attorney Job Title: Estate Planning Attorney Job Responsibilities: - Represent and advise clients in estate planning matters, ensuring the delivery of high-quality, effective, and efficient legal services. - Engage in the skillful analysis and synthesis of diverse subject matter related to estate planning. -...
attorneys in probate and trust administration cases. - Review and... edit documents, including wills, trusts, and powers of attorney, under attorney supervision. - Manage and organize client files and maintain the confidentiality of sensitive information. - Communicate with clients, beneficiaries, and financial institutions...
estate and tax planning, trust administration, and business succession... Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs), Irrevocable Life Insurance Trusts (ILITs), Charitable Remainder Trusts (CRTs), Grantor... Retained Annuity Trusts (GRATs), and other irrevocable trust planning tools. -...
Title: Estate Planning and Trust Attorney Job Responsibilities: The Estate Planning... and Trust Attorney will be responsible... for providing legal expertise in the area of trusts and estate planning. The role requires the attorney to work collaboratively with clients to understand their...
estate and wealth planning, trust and estate administration, and... advise high-net-worth individuals, families, and business owners on complex estate planning strategies, trust modifications, charitable giving, and... succession planning.... An active bar license in California and/or Arizona is a plus. A...