loans for, generally for tax relief and property buyout... 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...
loans for, generally for tax relief and property buyout... 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...
loans for, generally for tax relief and property buyout... 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...
Attorney Job Responsibilities: - Handling clients’ tax issues before the IRS,... state tax agencies, and courts. - Advising... clients on tax-related matters. - Preparing tax returns,... and partnership income returns, estate and gift tax returns. -... Preparing estate planning documents and advising... clients on estate planning. - Handling various petitions......
Job Title: Tax, Trusts, and Estates Associate... be part of the Tax, Trusts, and Estates Practice... and family-owned businesses in all areas of estate and tax planning. The... associate will... be one of the first trusts and estates associates a...
Title: Associate Attorney Job Responsibilities: - Advise clients on business transactions, including entity formation, contract drafting/review, mergers, acquisitions, and related corporate matters. - Represent clients in IRS dispute resolution, including audits, appeals, collections, and related controversies. - Support clients with probate and trust...
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...
law firm specializing in estate planning, administration & litigation,... real estate, and small business law.... Our firm is dedicated to fostering a collaborative and supportive environment where our team and clients are equally valued. We pride ourselves on delivering exceptional,...
Estates, Business, and Real Estate. The responsibilities include: - Engaging... in sophisticated transactions and representing top-tier clients. - Collaborating directly with partners and clients on a diverse range of complex legal matters. - Managing and prioritizing multiple projects, both independently and as part...
individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. The primary responsibilities include: - Estate and tax planning for... clients - Advising clients on legal strategies for wealth management and estate distribution - Drafting and reviewing... legal documents relat...
and trust administration process. - Estate Planning: - Advise clients... on tax implications and asset protection... with clients to assess estate planning needs and assist... funding. - Research and stay current on estate, gift, and income tax... laws. - Draft ......
Job Title: Estate Planning Attorney Job Responsibilities:... As an Estate Planning Attorney with the... law firm, you will be responsible for providing legal services related to estate planning and estate administration.... creation and management of estate plans, ensuring compliance with......
firm's Tax, Benefits, and Estate Planning Group. The primary... responsibilities include providing tax planning and business structuring... individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate... administration,... probate, and potentia......
Job Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is tasked... comprehensive legal services in estate planning, estate law, probate,... estate administration, and business succession... planning. responsibilities include: - Developing customized estate planning strategies that cater... complexities of probate and estate administration processes. - P...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... tax matters. - Draft and implement... estate planning documents, including wills,... trusts,... and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and...
Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... planning, and business succession planning. -... Represent high net-worth individuals... in estate planning matters. - Manage trust... and... estate administration. - Demonstrate business development... experience, including maintaining...
Title: Trust Administration and Estate Planning Attorney Job Responsibilities: - Lead... firm processes and procedures, tax, and statutory deadlines. - Meet... to review and explain estate planning documents. - Lead estate... planning... signing meetings. - Manage... matters... independently and maintain organized, timely workflows. - Communicate clearly...
Job Title: Estate Planning & Trust Attorney... to educate them on estate planning strategies using clear... - Draft and review estate planning documents and clearly... other matters, and advise them on their estate planning options. - Stay... updated with ne...
Job Title: Trust and Estate Planning Attorney Job Responsibilities: - Create... wills, trusts, powers of attorney, and health care directives for clients. - Discuss asset distribution plans with clients. - Advocate on behalf of clients by understanding their needs, analyzing situations, and forming strategic...
handling matters related to estate planning, trust administration, and... probate. The role involves working directly with clients to provide personalized and high-quality legal services. The candidate should be able to work independently as well as collaboratively within a team environment....
home ownership preservation. This includes handling cases related to foreclosures, succession, and estate planning. The position requires... the attorney to work under two managers, dedicating efforts equally to both areas. Key responsibilities include: - Providing proficient written and oral communication. - Enga...
the following areas: - Estate Planning and Trust Administration... - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury, or other areas - General Florida Law The role involves: - Engaging in meaningful...
Job Title: Business, Real Estate, Trust, and Litigation Attorney Job... litigation matters involving real estate, business, and probate and... drafting business and real estate documents. The attorney should... possess strong writing, analytical, and advocacy skills, and be able to work both...
firm. The primary responsibilities include assisting attorneys with various estate planning and administration tasks.... The position involves substantial client interaction and offers opportunities for professional growth in estate administration and estate/tax planning.... Specific duties include: - Drafting standard estate planning docu...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities... include: - Building and maintaining relationships...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: 1. Tax Planning... and Compliance: - Perform tax planning, preparation, and research... for pass-through entities such as S-corporations, comply with all applicable tax authorities while minimizing their... tax and reporting burdens. -......
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... delivering comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships,...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is responsible for... providing tax and consulting services to... job duties include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corps, LLCs, Partnerships, and for...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services primarily... owners. Key responsibilities include: - Tax Planning, Preparation, and Research:... - Perform tax planning, preparation, and research... for...
Legal Assistant Job Responsibilities: - Draft estate planning documents, including wills,... Assist with mailing/filing income tax returns, gift tax returns,... and estate tax returns. - Maintain and... create... and physical client files, estate documents, and trust records. -... Coordinate signatures, notarization, and document execution,...
Tax Manager Job Responsibilities Client Engagement &... for clients. - Provide proactive tax planning and advisory support... pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning... initiatives across...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve... as a financial planning and estate planning subject... matter authority... advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements. - Support... advanced... planning client engagements throughout a......
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced... Planning is responsible for serving... a financial planning and estate planning expert for high-net-worth... The role involves delivering estate planning guidance and education... leading comprehensive financial and estate planning engagements based on......
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a... financial planning and estate planning subject... matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements, depending on... client... needs. - Support advanced planning client engagements throughout a... Planning...
with divisional and wealth planning & advice leadership to... in areas of tax and trust & estate planning strategies, concentrated position... management,... corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and practice management to integrate estate an...
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax Manager... for the Commercial... Real Estate team will be responsible... role requires researching complex tax topics and communicating with... tax authorities as needed. The... Tax Manager will also mentor......
Job Title: Tax Manager - T&E [Trust... & Estate] Job Responsibilities: The Tax Manager... for Trust &... Estate (T&E) within the National... Tax practice is responsible for... that require expertise in tax management, particularly in the... responsibilities include: - Reviewing gift, estate, and fiduciary income tax......
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax... Manager will support the... Real Estate Industry Group, specifically the... Commercial Real Estate team. Responsibilities include: -... Managing topics and communicating with tax authorities as needed -......
Job Title: Tax Senior Manager - CTP Job... The role of a Tax Senior Manager involves a... of responsibilities centered around tax compliance for both business... aspects of the annual tax compliance process. This encompasses... planning, preparing extensions, responding to tax notices, conducting research, drafting......
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships, as...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and Practice Managem...
Legal Administrative Assistant Real Estate/Transactional Job Responsibilities: The Legal Administrative Assistant... specializing in Tax & Estate Planning, Real Estate/Transactional, and... Litigation. Responsibilities include: - Creating, editing, revising, redlining, and proofreading documents from various sources such as dictation, handwritten notes, typed, and electronic copi...
trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...
play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. -... Making recommendations on how the company should ex...
a motivated and experienced estate planning and tax attorney... with a high-quality client base, handle sophisticated planning and administration matters, and... play an integral role in a growing South Florida clients on estate planning, wealth transfer, and... tax... mat...