Title: Transactional and Estate Planning Associate Job Responsibilities: - The associate will focus on estate planning, trusts, and related services, as well as corporate and transactional work. - Assist clients in planning their estates and in the formation and growth of their businesses. -...
clients. This includes the creation and drafting of various irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor... retained annuity trusts. The attorney is also tasked with planning for comple...
Title: Wills, Trusts & Estates Senior Associate Attorney Job Responsibilities: The Wills, Trusts & Estates Senior Associate Attorney will be responsible for various aspects of estate planning and probate law. Key responsibilities include: - Communicating with clients, other counsel, and advisors to design...
Job Title: Estate Planning, Trust Administration & Business Attorney Job... Responsibilities: - Guide individuals and families through the complex processes of both federal and state taxable estate planning and administration. - Deliver white glove service by being hands-on with clients, ensuring they have...
Associate or Counsel - Trust & Estates Job Responsibilities: The Associate... or Counsel in Trust & Estates is responsible... for handling complex trusts and estates matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel... clients on wealth transfer, charitable giving, and asset-protection planning. -... Oversee trust and estate administration matters... as needed. - Collaborate...
Associate or Counsel - Trust & Estates Job Responsibilities:... or Counsel in the Trust & Estates department at... the law firm involves handling complex trusts and estates matters. The key responsibilities include: - Developing advanced estate and tax planning strategies...
Title: Nonprofit Organizations Attorney Job Responsibilities: The Nonprofit Organizations Attorney will operate within the Taxation and Wealth Planning Department at the law firm. The primary responsibilities include advising nonprofit organizations on tax and corporate matters. The attorney will engage in tasks such...
focusing on providing sophisticated estate planning for high net worth individuals. The responsibilities include offering trust and estate planning, administration,... and tax planning services. The role involves working with high net worth individuals, closely-held corporations, charitable organizations, and both individ......
strategies, including wills, trusts, charitable planning, and business succession. -... Support advanced estate planning structures such as Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity Trusts (GRATs), particularly for high-value cases referred within the firm. -...
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: -...
the areas of estate planning, estate and gift taxation, estate and trust administration, and related services.... The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to i...
taxation, and estate and trust administration. - Offer related services... to individuals, charitable organizations, foundations, and corporate... such as banks and trust companies. - Collaborate closely with... a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Maintain autonomy...
Title: Estate Planning Partnership Track Associate Job Responsibilities: - Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney. - Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. - Assist clients through probate proceedings and related...
in the areas of estate planning, estate and gift taxation, and estate and trust administration. The successful candidate... will work with individuals, charitable organizations, foundations, and corporate... fiduciaries such as banks and trust companies. The responsibilities include: -... Advising clients o...
advise clients on relevant state and federal tax laws. - Advise shareholders of closely held corporations on estate and gift tax issues, executive compensation issues, and business succession. - Advise on charitable contributions and the formation... and operation of charitable foundations. - W...
Job Title: Ascent Senior Trust Officer Job Responsibilities: The Ascent Senior... Trust Officer is primarily responsible... product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, and... more. The officer will work as part of a team o...
Job Title: WM Senior Trust Officer 2 Job Responsibilities: The WM... Senior Trust Officer 2 is responsible... for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role areas such as IRAs, charitable/philanthropic accounts, ILITs, and estates.......
Job Title: WM Senior Trust Officer 2 Job Responsibilities:... The WM Senior Trust Officer 2 is responsible... and requires specialized knowledge in products such as Individual Retirement Accounts (IRAs), Charitable/Philanthropic Accounts, Irrevocable Life Insurance... Trusts (ILITs), and Estates. The offic...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include...
Title: Legal Assistant - Case Resolutions Manager Job Responsibilities: As a Case Resolutions Manager on the End of Case Team, the primary responsibility is to ensure the smooth and timely conclusion of cases. The role includes: - Overseeing the closure of withdrawn or...
Attorney Job Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies to effectively counter emotional arguments and achieve favorable results. - Set high standards by challenging mediocrity and striving for excellence in all aspects of work. - Independently manage court appearances, depositions, motion practice,...
Title: Senior Counsel Job Responsibilities: - Develop a compelling case theme that surpasses any plaintiff's appeal for sympathy or anger. - Refuse to accept mediocrity, the average, the standard, or the norm in any aspect of work. - Independently handle court appearances, depositions, briefs,...
Title: Senior Counsel - Liability & Excess Coverage Job Responsibilities: - Analyze rights and obligations under insurance policies, draft coverage opinions, and provide coverage advice to clients. - Conduct legal research, analyze findings, and draft memoranda. - Prepare and analyze pleadings, discovery, motions, supporting...
Title: Senior Counsel - Liability & Excess Coverage Job Responsibilities: - Analyze rights and obligations under insurance policies and draft coverage opinions to provide coverage advice to clients. - Conduct legal research, analyze findings, and draft memoranda to support legal arguments. - Prepare and...
Title: Senior Corporate Tax Attorney Job Responsibilities: - Proportionately contribute to overall client satisfaction and law firm revenue/profitability goals. - Achieve positive reviews from clients. - Attain minimum billing hours (utilization) on a monthly and annual basis. - Attain effective rate goals on a monthly...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, ensuring results-driven outcomes. - Challenge mediocrity by setting higher standards and pushing for excellence in all aspects of legal work. - Independently manage court appearances, depositions, motion...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments to drive favorable results. - Challenge mediocrity and push for excellence in every aspect of legal work. - Independently manage court appearances, depositions, motion practice, and trials. -...
Title: Senior Counsel Job Responsibilities: - Develop a compelling case theme that surpasses any plaintiff's attempt to evoke sympathy or anger. - Maintain a high standard of excellence, refusing to accept mediocrity, the average, the standard, or the norm. - Independently manage court appearances,...
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...
action. - Advise clients regarding retirement plans, charitable giving, and insurance options. -... Draft and file wills, trusts, and powers of attorney. - Communicate with clients about plans for dispersing their assets. - Confer with senior partners and paralegals to effectively move through th...
Westlaw and Wealth Counsel for personalized and complex estates. - Review and draft comprehensive estate planning documents, including wills, trusts, and powers of attorney. - Advise clients on retirement plans, charitable giving, and insurance options. -... Discuss plans with clients concerning incapacity, Medicai...
Title: Estate Planning & Estate Administration Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. -...
Title: Probate Attorney Job Responsibilities: - Must manage and draft probate filings, including petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - Handle a significant volume of cases within the field of creditor's rights. - Demonstrate strong leadership skills...
Title: Estate Attorney Job Responsibilities: The Estate Planning Attorney is responsible for creating wills, trusts, and powers of attorney for clients and their families, as well as educating them on matters of insurance and powers of attorney. The role demands a high...
Job Title: Estate and Trust Practice (ETP) Attorney (5+... years) Job Responsibilities: - Provide legal work in wealth transfer strategies and advice, including drafting and community-property agreements. - Manage trust and probate administration and... controversies. - Offer advice to charitable organizations. - Handle guardianships and......
administration and disposition of their estates. This includes both basic and sophisticated lifetime, estate, and charitable planning. The associate will... also work with corporate clients on succession issues and assist charitable institution clients with planned... giving matters. Key responsibilities inclu...
firm, specializing in high-net-worth trust and estate planning and... administration. The successful candidate will be responsible for advising clients on sophisticated trusts and estates matters, tax strategies, and succession planning. This includes dealing with domestic estate planning, succession planning,...
will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging in high-net-worth trust and estate planning and... administration. - Applying knowledge of relevant state and federal tax laws. - Managing domestic es...
Title: Trusts & Estates Associate (3-8 Years) Job Responsibilities: The Trusts & Estates Associate will be part of the industry-leading Trusts & Estates Practice Group at the law firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the...
for professional advisors and trust/estate clients. - Provide personalized... service and maintain strong relationships with professional advisors, beneficiaries, and wealth holders. - Educate and equip professional advisors, beneficiaries, and wealth holders to make informed decisions regarding generational wealth. - Trust Administ...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Leading multiple...
compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Leading multiple engagemen...
company involves providing comprehensive compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. The responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state... tax...
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...