be responsible for handling Estate Planning and Estate Administration.... to clients regarding their estate planning needs, ensuring that... to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Attorney The candidate' must have at least 3 years of estate planning and estate administration... experience. Primary responsibilities include drafting...
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 Administration Paralegal The candidate will be handling all phases of estate and trust administration, including... probate (knowledge of New Jersey, New...
managing all phases of estate and trust administration. This... includes the probate process, where knowledge of probate procedures in New Jersey, New York, and Florida is considered advantageous. The role involves extensive communication with clients, financial planners, and accountants. Key...
in the areas of estate planning, elder law, and... special needs planning. Key duties include: - Conducting... understand client needs. - Drafting legal documents related to estate planning, elder law, and... special... needs planning. - Managing cases efficiently, ensuring... all documentation is up-to...
Job Title: Estate Planning/Elder Law Attorney Job Responsibilities: -... Supervising Medicaid applications and guardianship complaints to ensure compliance with relevant regulations and legal standards. - Drafting estate plans and estate planning... documents tailored to Managing all phases of estate administration, including the coordination......
Tax Senior, Private Client Services... approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private Client Services Practice is experienc...
and implement complex tax, estate, and financial plans for... clients. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and deepen existing client research to develop tax, estate, and financial analyses and......
industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary The candidate will be assisting attorneys with: preparing legal documents such as Powers of Attorney, Trusts and related estate planning documents usin...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... duties that center around tax engagements and client relationships.... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... drafting memoranda involving complex tax matters. - Identifying and implementing......
Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: As a... Tax Manager within the Financial... you will oversee multiple tax engagements and contribute to... delivering quality tax planning and compliance services... growing State and Local Tax (SALT) team, where you... tax...
primary responsibilities of the Tax Senior Manager in the... include: - Reviewing complex individual tax returns and providing income... tax planning and advice to... high-net-worth individuals and families, developing into a trusted advisor role for clients. - Collaborating with specialists in other...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) is... of complex trust and estate accountings and performing intricate... calculations and reconstruction...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Paralegal/Legal Assistant Qualifications: Preparation and filing of Estate Administration proceedings from beginning... to end (., Fact Sheets...
in complex trust and estate planning and administration, including... fiduciary tax and accounting. - Prepare gift... and estate tax returns and handle... estate... controversies and audits. - Address... complex valuation issues. - Provide estate and wealth planning services... for high net... worth individuals...
Job Title: Taxation & Estate Associate Job Responsibilities: - Represent clients... phases of trust and estate administration, including the preparation... of estate tax returns. - Provide litigation... support and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of...
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...
individuals, families, and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained... Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Proper...
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......
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...
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies,... and sophisticated estate and gift tax mitigation. -... Develop strategies for estate, gift, and generation-skipping transfer... (GST) tax. - Design and implement advanced... estate plan...
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...
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...
Draft and refine complex estate planning instruments, including wills,... revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including... probate matters, fiduciary accounting,...
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...
limited means with life planning and other legal documents,... facilitating aging with security and dignity. - Stay informed on urgent issues affecting individuals aged 60+, developing legal programming and advocacy strategies to meet these needs through pro bono legal clinics,...
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- Senior Attorney Job... Lead and manage the Estate Administration department, including overseeing... of complex and high-net-worth estate matters, ensuring all legal... and procedural requirements are met efficiently and effectively. - Provide technical guidance and mentorship to junior...
Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution...
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...
Title: Mid-Level Associate - Tax Practice Job Responsibilities: - Manage client... skills. - Engage in transactional tax work, including but not... (M&A), finance, and restructuring. - Participate in fund formation and partnership tax planning and execution. - Structure... inbound foreign investment transactions. - Handle Real Estat...
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......
and Reporting - Real Estate - Tax Manager Job Responsibilities: The... role of a Real Estate Tax Manager at the... a dynamic range of tax consulting and compliance projects.... a portfolio of complex tax operations to provide meaningful... business insights. - Identifying potential...
demonstrate a strong understanding of estate planning, trust administration, and... wealth preservation strategies. This position offers the opportunity to work closely with high-net-worth clients and families in crafting personalized estate and tax plans while... growing within a collaborative and sophis...