ATTORNEYS The candidate must have 3+ years of experience in one or more of the following areas: Estate Planning; The successful candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred.
Job Title: Estate and Trust Administration Attorney Job Responsibilities: Trust & Estate Administration - Guide trustees and executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial accounts, and business interests.
• Flexible Spending Accounts (FSA) • Paid Time Off • Generous Paid Holidays • Additional Voluntary Benefits • Casual Dress • Fun Work Environment • Free Parking Responsibilities: • Draft and review estate planning documents, including wills, trusts, powers of attorney, and related documents. • Counsel clients on estate planning strategies and techniques, including charitable giving, asset protection, and tax planning. • Work with high net-worth cli...
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Estate and Trust Administration Attorney Job Type Full-time Description Key Responsibilities Trust & Estate Administration - Guide trustees and executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. - Coordinate asset marshaling, valuation, and transfer of real property, financial accounts, an
Job Title: Estate and Tax Planning and Compliance Associate Job Responsibilities: The Estate and Tax Planning and Compliance Associate at the law firm will be responsible for a variety of tasks within the Estate and Tax Planning and Compliance practice group. Key responsibilities include: - Preparing federal and state business, fiduciary, and individual income tax returns. - Engaging in estate planning activities, with an emphasis on compliance and accounting. - Conducting
Job Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to understand their goals and develop comprehensive estate plans. - Draft, review, and execute legal documents including wills, trusts, powers of attorney, and advance directives. - Advise clients on estate, gift, and generation-skipping tax implications. - Assist with probate and trust administration matters as needed. - Maintain accurate and confidential client records. - Collaborate with paraleg