Job Title: T&E Senior Level Attorney with in EP or Tax Job Responsibilities: - Confer with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques. - Counsel clients about possible strategies to reach objectives. - Draft estate plans and trust administration documents (sometimes basic, sometimes advanced) to implement strategies. - Work
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
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust administration and sophisticated estate planning for high net worth individuals and families. - Drafting complex estate planning documents, including both revocable and irrevocable trusts. - Collab
Associate Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies tailored to their individu
Job Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which encompasses comprehensive succession and estate planning strategies, family office formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions, fund formation, and entity stru
Job Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. - Collaborate with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and Experience Information: - 2-4 years of law fir
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The role involves complex trust administration and re
Job Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from start to finish, which involves the initial interview, plan design and drafting, review and discussion with the client
Job Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The Mid-Level Trust & Estate Transactional Associate will be part of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments. - Engaging in sophisticated estate planning and trust administration. - Applying c
Job Title: Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner Job Responsibilities: - Advise ultra-high-net-worth individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection structures, trust administration, business succession planning, and charitable and philanthropic strategies. - Draft and implement a wide range of planning documents, including revocable and irrevocable trusts, generatio
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
Attorney The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and transactional practice. Will involve in primary areas include estate and tax planning for high net worth individuals and families, estate administration, income tax, trans...
Job OverviewMultiple leading law firms across the United States — including Am Law firms, respected mid-sized practices, boutique private-client groups, and wealth-focused practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. Demand for sophisticated estate planning and administration work is rising sharply as high-net-worth individuals, families, and business owners seek advanced g
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
Job OverviewMultiple leading law firms across the United States — including private client boutiques, mid-sized firms, and Am Law practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. With unprecedented wealth transfer underway and record client demand for sophisticated estate planning, firms are expanding their private client groups nationwide.If you have experience in trust
Job OverviewA law firm seeks an Estate Planning Attorney in Richmond, CA. The ideal candidate will have 1-6 years of experience specializing in estate planning and estate and review estate planning clients on estate administration legal research related to estate with clients to develop personalized estate
