and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs),...
and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs),...
and management of complex and high-value trusts and estates. Key duties include: - Preparing and supervising others in preparing tax returns and accountings. -... Collaborating with trustees (both corporate and familial), outside accountants, financial advisors, and other professionals. - Leading...
Job Title: Probate & Estate Planning Attorney Job Responsibilities: - Provide... employment as well as estate planning and probate services... to individuals. - Exhibit strong litigation skills, including legal research and writing, and effectively argue motions in court. - Draft legal documents such as...
The associate will handle complex estate, tax, and wealth planning matters... for a diverse clientele, including individuals, families, banks, trust companies, wealth management advisors, and private foundations. Essential functions include: - Managing multiple legal matters at various stages from inception...
Job Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney will join... involves serving clients in estate planning matters, which the... firm has been doing for nearly twenty years across Maine, New Hampshire, and Massachusetts. The attorney is expected to demonstrate...
firm is seeking an Estate Planning Attorney to join... The role offers the opportunity to work closely with Principals and senior attorneys to develop and... implement individualized estate plans for clients. Key... responsibilities include: - Estate Planning & Document Drafting:... Prepar...
Job Title: Trust & Estate Attorney Job Responsibilities: - Create innovative... estate planning solutions tailored to... clients to develop customized estate plans and planning documents... their families are met with a focus on privacy protection, reduction of income, estate, and other t...
Title: Associate Attorney - Estate Planning & Administration Job Responsibilities: As... key member of the Estate Planning and Administration team... decisions by crafting sophisticated estate plans, including wills, trusts,... powers of attorney, and tax-efficient strategies. - Representing clients in... probate proceedings, ranging from...
Job Title: Tax Attorney Job Responsibilities: - Advising clients... equity capital markets transactions, reorganizations, joint ventures, restructurings, financing transactions, and international tax planning. - Drafting partnership agreements... and LLC operating agreements. - Engaging in tax litigation matters, providing tax... support to litigation teams... w...
Title: Associate Attorney Job Responsibilities: - Conduct thorough legal research to support case preparation, strategy development, and ensure strong legal arguments. - Draft, review, and negotiate a variety of legal documents, contracts, and agreements with attention to detail and clarity. - Provide expert legal...
Job Title: Senior Estate Planning Ethics Attorney Job... questions. - Review and quality-check estate planning documents prepared by... the drafting team and attorneys. - Maintain and enhance the legal infrastructure as the firm expands its service lines. - Draft legal opinion letters and guidance...
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate, family disputes,... strategic business organization, and succession planning. The role involves working... with family offices, famil...
Title: Estate Planning and Tax Associate Attorney Job Responsibilities: The Estate... Planning and Tax Associate Attorney will work... for preparing and reviewing estate planning documents such as... of attorney, and managing all probate and estate matters. Additionally, the role... involves providing co...
Title: Wealth Preservation and Estate Planning Attorney Job Responsibilities: - Assist... preservation strategies, business succession planning, and family-office planning. - Engage... in sophisticated income, estate, gift, and generation-skipping transfer... tax planning for high-net-worth individuals. -... Draft... estate planning documents, including wills,... revocable... trusts, and...
Job Title: Estate Planning Attorney Job Responsibilities: - Assist... preservation strategies, business succession planning, and family-office planning. - Draft... estate planning documents, including wills,... revocable... Manage probate, trust, and estate administration processes. - Engage in... sophisticated income, estate, gift, and generation-skipping transfer... tax pl...
part of a dynamic tax practice with significant growth... potential, offering excellent opportunities for client expansion and professional advancement. The key responsibilities for this position include: - Relating effectively to clients to ensure their needs and expectations are met. - Implementing matters...
Title: Private Client Services Senior Associate Job Responsibilities: - Design and... implement advanced estate planning strategies, including dynasty... fiduciary roles, and succession planning. - Provide guidance on luxury... asset succession such as aircraft, yachts, ranches, and art collections. - Collaborate with investment advisors, accountants,...
Title: Associate Attorney Job Responsibilities: - Draft legal documents, including contracts, pleadings, motions, and briefs. - Conduct thorough legal research and analysis to support case preparation and client advisement. - Provide legal counsel to clients, advising them on a variety of legal matters. - Represent...
Estate Planning Attorney Job Title: Estate... Planning Attorney Job Responsibilities: - Develop... comprehensive estate plans and trust documents... tailored to the needs of families with young children. - Assist parents in creating detailed guardianship plans Draft, review, and finalize estate planning documents. - Conduct educational......
oversee all aspects of estate planning and probate matters,... guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support staff to ensure consistent delivery of high-quality legal services. - Handle complex probate and estate administration cases in the... Pennsylvani...
Job Title: Trust and Estate Attorney Job Responsibilities: - Draft estate... planning documents, including wills,... revocable trusts, powers of attorney, and healthcare directives. - Research and prepare legal memoranda and opinions, strategy recommendations, mediation briefs, and settlement agreements. - Draft probate/conservatorship petitions and make...
Job Title: Estate Planning Attorney Job Responsibilities: The estate... planning attorney will be... for managing and overseeing estate planning matters for clients,... and solutions related to estate planning, including wills, trusts,... documents. - Meeting with clients to discuss their estate planning needs an...
Client Services practice, which is recognized for handling sophisticated and sensitive matters for clients. The primary responsibilities include: - Providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate, family disputes,... strategic business organization, a...
Title: Tax & Estate Attorney Company: Company Schedule:... Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with... in advanced estate, income tax, and trust administration matters.......
Estate and Trust Administration Attorney Job... Type Full-time Description Key Responsibilities Trust & Estate Administration - Guide trustees and... phases of trust and estate administration. - Review and interpret... instruments, wills, and related estate planning documents. - Prepare required... notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling,...
and files within the Estate Administration Department, ensuring quality... assurance and compliance with state laws. - Provide leadership and support to paralegals and other team members to deliver exceptional customer service that exceeds client expectations. - Manage non-contested guardianship cases as part...
a seasoned Estate and Tax Planning Attorney in Palo... providing sophisticated counsel on estate planning, wealth transfer, and... tax-related matters for high-net-worth individuals,... families, and business clients. The ideal candidate demonstrates strong technical expertise, excellent client-facing capabilities, and the ability...