documents - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices ESTATE PLANNING: - Drafting Power of Attorneys,... Health Care Proxies, Trusts, Pour-over Wills, Certification of Trusts, and related documents using software - Drafting Wills - Drafting Deeds and ordering ACRIS/transfer tax documents - Be...
information, maintaining client contact, and finalizing documents while ensuring the proper maintenance of client files. Key duties include: - Drafting Estate Planning, Elder Law, Special... Needs Planning Documents, and Trust and... Estate Administration Documents. - Keeping cases... organized by establishing and orga...
industry. We not only have the best **Members Only** positions, but we also have the most. Part-Time Trust and Estates Law Paralegal Duties: Marshalling, Identifying, and Verifying Client Assets. Applying for Estate and Trust Tax .... Numbers. Preparing New...
industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Law Paralegal Duties: Marshalling, Identifying, and Verifying Client Assets. Applying for Estate and Trust Tax .... Numbers. Preparing New York State...
a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and... Medicaid applications. The position requires the individual to undertake the following duties: Secretarial/Administrative: - Ordering office supplies to ensure the smooth operation of the office. - Scanning documents and...
Job Title: Estate Planning and Elder Law... regarding asset protection and estate tax planning strategies -... Advising clients on estate administration - Drafting legal... Making court appearances for estate proceedings - Supervising paralegals... Education and Experience Information: - Juris Docto...
Estates Jr. Associate – Estate Planning or Estate Administration... entities and knowledge of estate administration Law Firm... nationally renowned Trust and Estate group is seeking a... to join our team. We provide high level and complex tax, estate pl...
& Estates Associate – Estate Planning or Estate Administration... within the Trust and Estate group, which is nationally... high-level and complex tax, estate planning, and asset preservation... and private companies, real estate developers and investors, successful... entrepreneurs and business own...
Job Title: Mid-Level Tax Associate Job Responsibilities: - Engage in... domestic and international tax planning for high net... worth individuals and closely held businesses. - Handle investment real estate matters, including sales, exchanges,... lease with IRC Section 1031 tax-free exchanges, ensuring compliance and......
& Estates Attorney - Estate Administration Experience: Minimum 10... Department: Trust and Estate Group Salary: Competitive with... & Estates Attorney for Estate Administration Role H1:... Our Renowned Trust and Estate Group for High-Level Estate... Administration Work H2: Experienced......
Job Title: Estate Administration Paralegal Job Responsibilities: The primary... responsibilities of the Estate Administration Paralegal include managing... various aspects of trust and estate administration. This involves direct... communication with clients, their family members, valuation of a decedent’s estate assets as of the......
with an emphasis on planning. Should preferably have significant... work experience in estate planning, although an .... in... Estate Planning will be considered... in... lieu of work experience. Must have excellent time management and organizational skills and be motivated to...
Trusts & Estates Paralegal (Planning and Administration) Job Responsibilities: The Trusts... & Estates Paralegal is responsible for working closely with clients, attorneys, paralegals, and accountants to ensure the smooth administration of trusts and estates. The candidate must demonstrate excellent communication, organizational, and...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates (Estate Planning) Attorney The candidate... will be responsible for include drafting wills, trusts, and other estate planning documents and preparation......
only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate will draft wills, trusts, and other estate planning documents and preparation... of estate tax returns. Must have... 3 years of estat...
not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate will be drafting wills, trusts and other estate-planning documents and preparation of... estate tax returns. Should have... 3+ years...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The Attorney is responsible for include drafting wills, trusts, and other estate-planning documents and preparation of... estate tax returns. Li...
also have the most. # Tax Attorney is actively looking... for experienced professionals to join its team. As a Tax Attorney, you will have... the opportunity to provide clients with advice on a...
Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...
We not only have the best **Members Only** positions, but we also have the most. T&E Planning Paralegal The candidate should... have 2+ years experience in the Trusts and Estates department in its Uniondale office. Should be well organized, detail-ori...
Job Title: Tax Manager, Private Wealth Job Responsibilities: The... Tax Manager in the Private... crucial role in delivering tax and business advisory services... along with tax compliance to small business... clients. The responsibilities include: - Providing compliance and consulting services to high-net-worth individuals,...
aspects of trust and estate planning, administration, and estate... litigation, including probate proceedings. -... the drafting of complex estate planning documents, such as... wills. - Advise clients on estate, gift, and generation-skipping transfer... tax strategies. - Coordinate with accountants... advisors to create integrated tax and wealt...
practice under the direct supervision of attorneys. Interns will be involved in a diverse range of legal areas, including personal injury law, immigration (both family and employment-based), real estate transactions, matrimonial law (contested... and uncontested), tax law, wills and es......
The associate will work on sophisticated and highly sensitive matters for clients, including family offices, family business owners, and individual clients. The primary responsibilities include providing top-tier counseling on a variety of issues such as estate planning, tax, real es......
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate,... family disputes, strategic business... organization, and succession planning. The role involves working... with family offices, famil...
of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship Proceedings, Estate Planning, and Real Property... Transfers. Specific duties include: - Handling Probate, Administration, and fiduciary support within Surrogate’s Courts. - Drafting petitions and commu...
members and charities, with sophisticated but practical tax advice integrated into confidential... estate plans that reflect clients’... family, charitable and business objectives. ## Responsibilities Staff Attorneys will provide support to the . private clients lawyers in all a...
providing them with top-notch estate planning services. We are... a candidate with at least 10 years of experience in trusts and estates law, specifically focusing on estate planning for high-net-worth individuals.... If you have a passion for serving clients and...
to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key... responsibilities include: - Providing advice on all aspects of estate, gift, and charitable planning,... closely held businesses, administration... of estates and trusts, and fidu...
Job Title Domestic Estate Planning Associate Job Responsibilities... The Domestic Estate Planning Associate will join... the Private Client and Tax team in the New... clear, creative, and enduring estate planning. The candidate will... practice and trust and estate administration/planning. This includes advising......
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
firm, providing comprehensive legal services in estate planning, estate and trust... administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to... the... needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
family offices with their estate planning needs. Key responsibilities... include: - Drafting, implementing, and administering sophisticated lifetime and testamentary planning strategies. - Handling estate and trust administration. - Advising... clients on estate...
with an emphasis on planning. Should preferably have significant... work experience in estate planning, although an .... in... Estate Planning will be considered... in... lieu of work experience. Must have excellent time management and organizational skills and be motivated to...
on all aspects of estate planning and estate and... trust administration. - Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments. - Collaborate with other practice areas to deliver comprehensive solutions for clients. - Develop and implement multi-generational wealth preservation strategies. - Maintain strong...
on high-end trust and estate planning. The role involves... team of legal professionals to advise clients on complex estate planning strategies, including drafting... and implementing wills, trusts, and other estate planning documents. Associates will... work closely with clients to understand...
Title: Staff Attorney Job Responsibilities: The staff attorney will be primarily responsible for providing elder law legal services to Holocaust survivors as part of the Evelyn Frank Legal Resources Program and the Public Benefits Unit. The attorney will advocate for survivors to...
Job Title: Estate Administration Partner Job Responsibilities: - Assist... leading and managing the Estate Administration department, including workflow... technically complex and high-dollar estate matters across the State... of New York and beyond. - Actively contribute to business development, networking, and the firm's growth...
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memorandums involving complex tax matters. - Identifying and implementing... tax planning opportunities. - Handling and... resolving tax controversies. - Overseeing complete tax......
on complex and rewarding estate planning and administration cases.... will have experience drafting estate plan documents, handling estate... administration, and advising clients... on matters related to trusts and estates. This role offers an opportunity for career growth within a supportive,...
providing top legal services. They provide a collaborative, professional, and client-focused environment for candidates to thrive in. This role will focus primarily on estate planning, with some exposure... to trusts and estate administration matters. The ideal... candidate will bring p...