beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid... by licensed California trust and estate lenders in Newport Beach,......
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid... by licensed California trust and estate lenders in Newport Beach,......
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid... by licensed California trust and estate lenders in Newport Beach,......
Job Title: Associate Attorney Job Responsibilities: The associate attorney will... civil litigation, trust litigation, estate planning, probate, and bankruptcy.... Key duties include: - Meeting with clients to discuss their cases and legal needs. - Reviewing case files and relevant documents to understand the details...
Job Title: Attorney - Family Law or... Estate Planning Probate Real Estate Job... Responsibilities: - Provide knowledgeable, compassionate,... in Family Law or Estate Planning/Probate/Real Estate matters. - Manage... cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education and Experience Information: -...
Job Title: Estate & Tax Planning Associate Job Responsibilities: - Engage... in estate and tax planning, trust administration, and... business succession planning. - Handle gift and estate... tax matters, including the preparation... Retained Annuity Trusts (GRATs), and other irrevocable trust planning tools. -...
Job Title: Associate Attorney Job Responsibilities: - Meet with clients... to guide them through estate planning processes. - Draft and... wills, trusts, powers of attorney, and other legal documents. -... Educate clients on their options and assist them in making informed, empowered decisions. - Collaborate...
Job Title: Attorney - Litigation (Remote) Job Responsibilities: -... coverage litigation. Experience in Estate Planning, Probate Administration, and... plus. - Conduct analysis of estate and trust documents, engage... in motion practice, manage written discovery, and conduct depositions. - Demonstrate solid familiarity with the rules...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management... on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Job Title: Associate Attorney Job Responsibilities: - Draft and review... sophisticated estate planning documents, including complex... trust structures and tax-sensitive planning. - Engage in estate... and trust administration, client... counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client...
Job Title: Estate Planning and Trust Attorney Job... Responsibilities: The Estate Planning and Trust Attorney... area of trusts and estate planning. The role requires... the attorney to work collaboratively with... advice, and develop comprehensive estate plans that meet their... attorney client consultations to assess estate planning needs...
Job Title: Estate Planning/Elder Law Attorney Job Responsibilities: -... Supervising Medicaid applications and guardianship complaints to ensure compliance with relevant regulations and legal standards. - Drafting estate plans and estate planning... documents tailored to Managing all phases of estate administration, including the coordination......
Client Trusts & Estates Attorney Job Responsibilities: The Private... Client Trusts & Estates Attorney will be responsible for... advising clients on tax-oriented estate and trust planning,... giving, and business succession planning. This role requires a... deep understanding of the tax code, trust and estates......
Litigation Associate Job Title: Commercial Litigation Associate Job Responsibilities: - Research and analyze complicated legal issues efficiently. - Draft motions, discovery requests/responses, briefs, and legal correspondence with minimal supervision. - Manage all aspects of discovery, including taking and defending depositions. - Advance case progress, manage multiple...
Title: Litigation Associate Job Responsibilities: - Research and analyze complicated legal issues efficiently. - Draft motions, discovery requests/responses, briefs, and legal correspondence with minimal supervision. - Manage all aspects of discovery, including taking and defending depositions. - Advance case progress, manage multiple matters, and meet...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and... asset... protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
Title: Associate - Global Transportation Finance Job Responsibilities: The successful candidate will join the Global Transportation Finance team, handling complex international and domestic transactions. Responsibilities include: - Working closely with shareholders and participating in business development and client-facing activities. - Representing major banks, leasing...
Job Title: Associate Attorney (Tax & Estate Planning) Job Responsibilities: The... Associate Attorney in the Tax & Estate Planning department... in a range of tax-related legal work. Key responsibilities... local taxation, or international tax. - Applying legal expertise to... assist clients with tax planning,...
Job Title: Estate Planning Attorney Job Responsibilities: -... Conduct legal research and analysis on a variety of complex legal issues. - Draft legal documents, including briefs, pleadings, and memoranda. - Assist with case management and preparation for trials and hearings. -...
both federal and state tax regulations. - Draft appropriate... primary focus on the tax ramifications involved. - Prepare... 706 tax returns for review by... the supervision of the law firm’s principal attorney, analyze and plan case... strategies to assist clients...
Job Title Associate Attorney Job Responsibilities - Handle... various civil legal matters, both in transactional and litigation settings. - Provide legal advice on a range of legal matters under the supervision of senior attorneys. - Collaborate with senior attorneys to...
Job Title: Associate Attorney (Remote) Job Responsibilities: - Provide legal... in the areas of estate planning, real estate, and... legal matters related to estate planning, including drafting wills,... trusts, and powers of attorney. - Oversee residential and commercial... real estate transactions, including reviewing contracts,......
Attorney Job Title: Attorney Job Responsibilities: - Drafting... Real Estate and Business Purchase Agreements,... Leases, and Contracts: The attorney will be responsible for... documents related to real estate and business transactions. - Assisting... preparing necessary legal documents. - Drafting comprehensive Estate Planning Documents for si......
complex domestic and international tax, wealth transfer, and succession... ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced... gift, estate, and generation-skipping tr...
Title: Estate Planning and Tax Attorney Job Responsibilities: The... Estate Planning and Tax Attorney will be a... trust, estates, and gift planning practice. The primary responsibilities... Assisting clients with trust, estate, and gift planning -... Medicaid eligibility - Implementing tax reduction strategies - Providing......
Job Title: Lateral Partner/Sr. Attorney, Taxation & Estates Job Responsibilities: -... in complex trust and estate planning and administration, including... fiduciary tax and accounting. - Prepare gift... and estate tax returns and handle... estate... controversies and audits. - Address... complex valuation issues. - Provide estate and wealth planning services......
both federal and state tax issues. - Draft appropriate... for clients, emphasizing the tax ramifications of each document.... assets. - Under the supervision of the law firm’s principal attorney, analyze and plan case... strategies to assist clients in determining the...
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... the Taxation & Wealth Planning Department at a law... Engaging in trusts and estate planning, administration, and taxation,... for the implementation of estate plans. - Preparing and/or r......
Job Title: Trust & Estate Planning Associate Job Responsibilities: The Trust... & Estate Planning Associate will be... the Taxation & Wealth Planning Department at the law... Engaging in trusts and estate planning, administration, and taxation,... drafting documents for implementing estate plans. - Preparing and reviewing......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... responsible for providing comprehensive tax compliance and consulting services... to high net worth clients. This role requires taxation, estate and gift tax, wealth retention strategies, and......
Job Title: Estate & Business Succession Planning... Attorney (3L or Recent Graduate) Job... Responsibilities: As an Estate & Business Succession Planning... Attorney at the law firm,... in various areas of estate and business succession planning.... on matters related to estate planning, business succession planning,... cha...
Attorney, in complex trust and estate planning and administration. - Handle... fiduciary tax and accounting matters. - Prepare... gift and estate tax returns. - Manage estate... controversies... and audits. - Address... complex valuation issues. - Provide estate and wealth planning for... families. - Advise on income tax, tra...
Job Title: Taxation & Estate Associate Job Responsibilities: - Represent clients... phases of trust and estate administration, including the preparation... of estate tax returns. - Provide litigation... support... and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of...
Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... meetings to understand their estate planning needs. - Translate complex... ensure clients understand their estate plans. - Review trusts, wills,... powers of attorney, and related estate planning documents to ensure... accuracy and compliance with legal...
seeks an Estate and Tax Planning Associate in Newport... solutions in estate and tax planning, trust administration, and... business succession planning for high-net-worth in... estate and tax planning, trust administration, and... business... succession SLATs, IDGTs, ILITs, CRTs, GRATS,...