& Business Succession Planning Attorney Job Responsibilities: The Estate & Business... Succession Planning Attorney at the law firm... and business owners. The attorney will: - Advise clients on... strategies related to estate, gift, and generation-skipping transfer (GST) taxes. - Develop and implement comprehensive business...
Planner collaborates closely with Private Bankers and other team... members within the Private Client Product Services group... proactive estate planning solutions tailored to each client or prospect's unique circumstances.... The primary responsibilities include: - Providing guidance on wealth structuring matters...
Title: Estate & Tax Planning Associate Job Responsibilities: The Estate & Tax Planning Associate will be responsible for providing legal expertise in estate and tax planning, trust administration, and business succession planning. The role involves working directly with high-net-worth (HNW) and ultra-high-net-worth...
Planning/Probate Attorney Job Responsibilities: - Conduct client consultations to assess estate... Assist with trust administration and probate proceedings - Maintain strong, long-term client relationships through clear communication... and thoughtful counsel - Handle all aspects of probate and estate administration, including intestate and testate proc...
Title: Trust & Estate Attorney Job Responsibilities: - Advise clients on... trusts, and powers of attorney. - Manage trust and estate... administration matters, including asset collection, valuation, and distribution. - Prepare federal and state gift and estate tax returns. - Represent clients in probate pro...
Job Title: Attorney Estate Planning & Probate Job... Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide...
Probate and Estate Planning Attorney Job Responsibilities: - Represent clients in... petitions, wills, powers of attorney (POAs), deeds, PB64 tax... forms, and advance directives. - Provide thorough legal analysis and advice, aligning with clients' best interests while maintaining a professional and positive de...
Job Title: Family Law Attorney Job Responsibilities: - Provide legal counsel... and representation in family law matters, including divorce, annulment, child custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting...
Associate Attorney Job Title: Associate Attorney Job Responsibilities: The associate... attorney will be responsible for... assisting in the practice areas of estate planning, business planning, elder law, probate matters, and trust administration. Key responsibilities include: - Drafting estate planning documents - Preparing guardianship and conservatorship pleadings -...
Job Title Associate Attorney - Trusts & Estates... Job Responsibilities - Drafting and reviewing sophisticated estate planning documents, including Wills and Trusts - Handling estate and trust administration matters from inception through completion - Managing probate proceedings and Surrogate’s Court...
Title: Trusts & Estates Attorney Job Responsibilities: - Work directly with... clients to develop tailored, comprehensive estate plans and trust documents to meet the specific needs of families with young children. - Assist parents in creating comprehensive guardianship plans for their minor children. -...
Title Trusts & Estates Attorney (4-6 yrs) Job Responsibilities The... Trusts & Estates Attorney will be responsible for... Key responsibilities include: - Drafting legal documents such as wills, trust agreements, and powers of attorney. - Managing estate and... trust administration processes....
Job Title: Associate Attorney - Non Litigation Job Responsibilities: The... position of Associate Attorney - Non Litigation at... not require litigation. The attorney will primarily focus on... areas such as Estate Planning, Drafting Trusts and Wills, Landlord/Tenant matters, Real Estate, and Government...
Job Title: Associate Attorney - Non Litigation Job Responsibilities: The... position of Associate Attorney in a non-litigation, non-traditional... role involves working with a variety of legal disciplines. The primary responsibilities include: - Estate Planning: Drafting of trusts and wills. - Landlord/Tenant Issues: Addressing legal...
Title: Trusts and Estates Attorney Job Responsibilities: - Litigate a broad... range of trusts and estates disputes, including will and trust contests, fiduciary removal, breach of fiduciary duty, elder financial abuse, conservatorships, and administration matters. - Draft and review pleadings, motions, discovery, and...
Title: Senior Associate Estate Planning Job Responsibilities: - Handle a variety of estate, wealth, and succession planning matters, including asset protection, business succession planning, establishing a family estate plan, elder law planning, probate administration, special needs planning, and tax minimization &...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key...
Job Title: Associate Attorney, Tax & Estate Planning Job... Responsibilities: - Work on advanced estate and income tax planning matters. - Engage in highly customized drafting of foundational and advanced estate planning documents. - Meet with and advise clients on the proper design and...
Associate will join the Private Client and Tax team... at the law firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and... estate administration/planning. This includes advising clients on complex wealth structures...
Planning Associate Attorney - Client Education & Business Development... Responsibilities: The Estate Planning Associate Attorney position at the law... involves a blend of client education, consultations, business development,... for a licensed Massachusetts attorney who is keen on... client interaction and building relationships......
Job Title: Attorney Estate Planning & Probate Job... Responsibilities: - Manage and oversee trust and estate planning matters, including drafting wills, trusts, and other related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide...
Trusts & Estates Associate Attorney Job Responsibilities: The Trusts & Estates... Associate Attorney will be part of... involves drafting legal documents and conveying complex legal concepts clearly. The attorney will work with individuals,... executives, families, closely-held businesses, charitable organizations, and both indivi...
Trusts and Estate Planning Attorney Job Responsibilities: - Advise individuals and... wills, trusts, powers of attorney, and related instruments. - Counsel... clients on strategies to: - Protect minor children through guardianship designations and trusts. - Preserve governmental benefits for elderly or disabled individuals....
Job Title: Estate Planning Attorney Job Responsibilities: - Assist families... - Guide clients through critical life decisions related to estate planning, including wills, trusts, and powers of attorney. - Provide legal advice... and strategies to help clients achieve their estate p...
Job Title: Associate Attorney Job Responsibilities: - Full Case Management:... end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement: Lead strategy sessions... and maintain proactive, empathetic communication with clients. - Document Architecture: Draft esta...
Job Title: Estate Planning Attorney Job Responsibilities: - Serve as a... Counselor: Engage with current and prospective clients to discuss significant life challenges and legal needs. - Educate Clients: Simplify and explain complex legal concepts in a manner that is easy for clients...
Title: Trusts & Estates Attorney (4-6 yrs) Job Responsibilities: The Trusts... & Estates Attorney will be responsible for... providing legal advice and services to both corporate and individual clients in the areas of succession planning, tax planning, estate planning, estate and trust...
Job Title: Associate Attorney Job Responsibilities: As an Associate Attorney... at the law firm,... and communicating with clients to understand their wishes, which includes engaging with new clients and reviewing existing client plans. - Drafting legal documents... such as Trusts, Wills, Powers of...
estate, and wealth preservation. The candidate will be expected to manage client relationships directly and handle... complex estate planning and drafting for clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with taxable estates. - Facili...
Planning & Elder Law Attorney Job Responsibilities: The Estate Planning &... Elder Law Attorney will be responsible for... handling all major phases of estate planning and elder law, including, but not limited to: - Meeting with prospective and existing clients, both in person...
Job Title: Attorney (3-4 years experience) Job Responsibilities: -... mentorship while maintaining direct client contact. - Engage in civil... litigation, including handling motions, discovery processes, depositions, hearings, and gaining trial exposure as needed. - Conduct business and real-estate transactions, involving entity work, contracts, and...
Trusts & Estates Attorney Job Title: Trusts & Estates Attorney Job... Responsibilities: The Trusts & Estates... Attorney at the law firm... responsible for handling sophisticated client matters with complex issues.... The role involves: - Providing legal advice and services related to trusts and estates. - Drafting...
& Business Succession Planning Attorney Job Responsibilities: - Advise clients on... estate, gift, and generation-skipping transfer (GST) tax strategies. - Develop and implement comprehensive business succession plans for family-owned and closely held businesses. - Structure and draft estate planning documents, including complex trusts such...
Title: Wealth Transition Services Senior Manager - Estate & GST Reviewer Job Responsibilities: - Review United States Estate and Generation-Skipping Transfer (GST) Tax Returns (Form 706) and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are...
Job Title: Estate Planning Attorney Job Responsibilities: - Be a Leader... your team to deliver client solutions effectively, efficiently, and... timely. - Participate in closing new business, with clients provided by the firm. - Engage with other Partners in running the firm, contributing your...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters with significant impact on the Company's operations, strategies, or profitability. - Provide...
Associate to join its Private Client and Tax team... wealth transitions with clear, creative, and enduring estate planning a full range of private client practice and trust... and estate on complex wealth structures and draft estate planning documents....