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 clients to develop comp...
Title: Administrative Legal Assistant Job Responsibilities: - Draft, edit, and organize legal documents including wills, trusts, powers of attorney, and correspondence. - Maintain both digital and physical client files ensuring confidentiality and organization. - Manage attorney calendars, meetings, and appointments related to court or...
Title: Private Wealth Planning Associate Job Responsibilities: The Private Wealth Planning Associate will be part of the Private Wealth Planning Group at a law firm, engaging in high-net-worth wealth planning. The primary responsibilities include: - Managing large projects efficiently and effectively. - Interfacing with...
Firm Seeks Personal & Succession Planning Associate (Mid-Level) in Ohio & Chicago Overview: - Law firm **Members Only** seeks a mid-level associate for its growing Personal & Succession Planning practice in their Chicago office, or in one of...
Job Title: Trust Administrator Associate Job Responsibilities: - Collaborate... to establish estate or trust accounts. - Interpret governing instruments... tax records. - Communicate administrative procedures to beneficiaries and co-executors or co-trustees. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues, coor...
matters. - Support global trust teams on all tax... matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and...
Job Title: Trust Advisor Intern Job Responsibilities: - Gain... of the process of trust administration. - Acquire hands-on experience... including revocable, irrevocable, grantor, charitable, and life insurance trusts. -... fiduciary accounting and a trust accounting system. - Facilitate the... most aspects of daily trust administration for the Trust......
tax matters. - Support global trust teams on tax matters... including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. -...
not only have the best **Members Only** positions, but we also have the most. Associate Attorney - Trusts and Estates The candidate will design and drafting of their estate plans. Consult with and advise fiduciaries in probate and trust administ...
not only have the best **Members Only** positions, but we also have the most. Associate Attorney - Private Client, Trusts and Estates Group Design and drafting of their estate plans. Consult with and advise fiduciaries in probate and trust admin...
Title: Head of Legal Counsel Job Responsibilities: The Head of Legal Counsel (HLC) at **Members Only** is responsible for leading the legal team and managing legal affairs related to commercial activities across all jurisdictions where the company operates. The role involves strategic decision-making...
AAG-Assistant Attorney General - Charitable Trusts Job Responsibilities: The Assistant Attorney... General within the Charitable Trust Bureau is responsible... Illinois in matters concerning charitable organizations, the management and... administration of charitable assets, and the solicitation... of charitable funds. This position requires... ensuring...
Wealth Strategist - Private Wealth Management Los Angeles, CA, United States Be the First to Apply Job Description We are looking for a highly qualified candidate for a Private Wealth Strategist position within our Private Wealth Management group who...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, you will be responsible for conducting primary and secondary reviews of complex tax returns, while providing income, estate, and gift tax planning strategies for high net worth,...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and contribute to business growth. - Mentor and coach a group of talented staff...
(S-corps, LLCs, Partnerships) and business owners' individual returns, potentially including estates, trusts, and charitable entities. - Ensure clients... comply with all applicable authorities while minimizing their tax and reporting burdens. - Conduct top-level review of tax returns and resolve a...
Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: - Join the Ultra High Net Worth (UHNW) – Real Estate team to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients, including real...
of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business... concerns. Your primary duties will include: - Performing high-level reviews of tax research re...
Title: Associate - Trial & Defense Job Responsibilities: The role of Associate - Trial & Defense at the law firm involves supporting the Trial & Defense practice, which encompasses a wide range of legal matters including catastrophic injury cases, bodily injury, complex...
office of a **Members Only** Top Ranked Law Firm seeks an associate attorney with 3+ years of law firm experience. The fiduciaries in probate and trust administration. Work with clients... in connection with contested trust and tax matters, prepare......