"Certain 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 the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
"Certain 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 the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
"Certain 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 the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates
Job 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 responsibilities include: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex pass-through entity analysis, hedge funds, part
Job 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 completed accurately and punctually, adhering to company processes. - Interpret and review legal documents such as Wills, Trusts, and other instruments concerning estate and business suc
Job 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 with Financial Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by providing guidance on estat
Job Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations to provide clients with information regarding legal business issues. - Offer tailored legal advice on estate plans and strategies. - Engage in special projects related to asset protection and business planning. Document Drafting and Review: - Draft estate planning documents for clients, ensuring accuracy and compliance with laws. - Review documents submitted online, providin
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 plans, and related court documents. - Advise clients and draft legal instruments in estate planning such as wills, trusts (revocabl
Job 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 legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large-scale o
Job 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 that have a significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large
Job 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 that significantly impact the Company's operations, strategies, or profitability. - Provide legal advice for the management of the Corporation and its subsidiaries. - Serve as a legal advisor to various businesses within the Company. - Review and analyze complex, large-scale, or
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for leading complex initiatives that have a broad impact on the Company's operations, strategies, or profitability. Key duties include: - Acting as a key participant in large-scale planning - Providing legal advice on matters for the management of the Corporation and its subsidiaries - Serving as a legal advisor to the businesses with
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute resolution. Key responsibilities include: - Leading complex initiatives with broad impact
Job Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for: - Leading complex initiatives with broad impact and acting as a key participant in large-scale planning. - Handling matters that significantly impact the Company's operations, strategies, or profitability. - Providing legal advice on matters for management of the Corporation and its subsidiaries. - Serving as a legal advisor to t
Job Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not have specific client acquisition goals. - Design, create, and effectively deliver presentation pieces for client meetings and national events. - Partner with Advisors or Relationship Managers in cl
Job Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate, and gift workpapers and tax returns. - Research tax planning opportunities to help clients retain and/or grow wealth, enabling them to make informe
Job 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 branch personnel and third parties to resolve issues. Education and Experience Information: - Ideally, 3+ years of experience as an a
Job Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa
Job Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and support. - Spot and address issues early and effectively. Educati
Job Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business or family structure to address cli
Job Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with the clients' goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate
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 approximately 3–5 years of experience and a strong background in advanced estate, income tax, and trust administration matters. This full-time position is available due to growth within the department and offers exceptional opport...
Job Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success. The General Counsel will lead a dynamic team dedicated to providing legal advice and support to all departments. Key responsibilities includ
Job Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a range of matters such as estate planning, securities law, and corporate law. - Collaborate with clients to understand their legal needs and provide solutions that
Legal Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel on a
Job OverviewMultiple firms across the United States — including elder law boutiques, private client practices, and mid-sized firms — are actively seeking Elder Law Attorneys with 1–10+ years of experience. With aging populations, increased long-term care needs, and major wealth transfer underway, demand for elder-focused legal advisors is rising quickly and firms are expanding now.If you have experience in elder law
Job OverviewMultiple firms across the United States — including elder law boutiques, private client groups, and community-focused practices — are actively seeking Elder Law Attorneys with 1–10+ years of experience. With the country’s senior population growing and families seeking trusted legal guidance, demand for compassionate and knowledgeable elder law counsel is rising rapidly.If you have experience or inte
