counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
specializing in family law, estate planning, business law &... estate planning. We value our... company culture where we collaborate and work together to bring the best possible legal service for our clients. Our team motto is "We Handle Our Clients'...
matters. - Draft and review estate plans, pleadings, motions, discovery,... and legal memoranda. - Take and defend depositions, prepare for and appear for hearings, motions, mediations, and second-chair for trial, with the potential for first-chair growth opportunity or as agreed. - Collaborate with...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... providing legal expertise in estate and tax planning, trust... in a Family Office setting, to meet their specific estate and tax planning needs.... Key responsibilities include: - Developing...
Assistant General Counsel - Trust Services Job Responsibilities: In... responsible for supporting the Trust Services business within the... Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities:... Tax Manager focused on Estate, Gift & Trust at... Company, you will have the opportunity to deliver tax and business advisory services and tax compliance to small business clients. Your key...
disputes, including will and trust contests, fiduciary removal, breach... of fiduciary duty, elder financial abuse, conservatorships, and administration matters. - Draft and review pleadings, motions, discovery, and legal correspondence. - Handle court appearances, mediations, settlement conferences, trials, and arbitrations. - Develop and execute...
Assistant General Counsel - Trust Services Job Responsibilities: -... Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or profitability....
areas of tax and estate planning, trust administration, and... entity formation and succession planning. - Prepare legal documents, compile relevant information, and manage correspondence and communications effectively. - Provide general administrative support, demonstrating the ability to multitask and prioritize workloads with several...
Job Title: Estate Planning Attorney - 4... (Salary plus bonus) Position Summary: The Estate Planning Attorney is responsible... conduct consultations and analyze estate plans. The attorney will... ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for...
Associate Attorney, Tax & Estate Planning Job Responsibilities: - Work on... advanced estate and income tax planning... matters. - Engage in highly customized drafting of foundational and advanced estate planning documents. - Meet with... and trusts. - Conduct research on estate planning and other tax......
caseload of Probate, Trust, Estate Planning, and Conservatorship matters... from beginning to end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement: Lead strategy sessions and maintain proactive, empathetic communication with clients. -...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal at the law firm is entrusted with a variety of responsibilities that require a proactive and organized approach. The candidate will work directly with attorneys, assisting them in managing a busy caseload. Key duties...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... variety of tasks including estate and tax planning, trust... background in gift and estate tax matters, which includes... the preparation of Spousal Lifetime Access Trusts (SLATs), Intentionally...
guidance to clients concerning estate planning, special needs planning,... clients to develop personalized estate plans that align with... their objectives, ensuring the protection and appropriate distribution of their assets. - Exhibit passion for serving and guiding geriatric and special needs populations. -...
focus on probate and estate planning. The key responsibilities... intake and developing client relationships. - Creating wills, trusts, and related estate planning documents. - Drafting documents... related to probate and trust administration. - Preparing probate and... trust litigation petitions and discovery... documents. -...
aspects of family law, estate planning, and probate law,... with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and rules affecting family law. - Deliver excellent presentations and communication in court and...
services in family law, estate planning, and probate law,... with a focus on high asset and highly complex cases. Key responsibilities include: - Demonstrating substantive knowledge concerning statutes, regulations, and rules affecting family law. - Delivering excellent presentations and communication in...
Title: Paralegal Job Responsibilities: As a paralegal at the law firm, you will be responsible for managing a variety of tasks essential to the legal process. Your primary duties will include taking the lead and proactively managing cases from initiation to conclusion....
Assistant Law Firm Full-time Medical, Dental, Vision, Retirement Job description Law firm is seeking a full-time Legal Assistant for our office. The ideal candidate will be dependable, self-motivated, disciplined, punctual, detail-oriented, able to multi-task, and a team player. Job Title: Legal Assistant Job Responsibilities: - Provide administrative support...
Job Title: Trust Relationship Strategist, Vice President Job... worth clients with income, trust and estate, and tax... planning, with... trusts. - Interpret and understand trust and related documents, utilizing... senior staff and internal and external counsel as necessary. - Act as the main...
of discovery, including drafting and revising discovery documents, responding to, and objecting to discovery disputes. - Conduct comprehensive legal research and produce analytical and well-structured briefs. - Handle cases in various areas, including business litigation, probate or fiduciary litigation, real estate lit...
Title: Trusts and Estates Litigation Associate Job Responsibilities: The Trusts and Estates Litigation Associate will be responsible for managing their own caseload within the litigation department of the law firm. This position allows for significant growth and increased responsibility, providing opportunities for...
Responsibilities: - Manage trust and estate litigation matters from intake... litigation strategies. - Argue motions, attend mediations, and negotiate settlements. - Advise clients, take and defend depositions, and assist with trials. - Handle cases involving will and trust contests, breach of fiduciary... duty c...
Title: Assistant Chief Counsel - Hybrid Job Responsibilities: The Assistant Chief Counsel (Attorney, ACC) at the Department of Health Care Services (DHCS) is responsible for leading the Integrated Systems of Care Section (ISCS) within the Office of Legal Services (OLS), Delivery Systems...
in the field of estate planning, trusts, and probate... administration. Key duties include: - Drafting discovery documents. - Coordinating case filings. - Managing calendars and deadlines. - Assisting clients with their needs related to litigation. Education and Experience Information: A paralegal certification is required for this...
Title Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners and...
Title: Office Services Specialist Job Responsibilities: The Office Services Specialist plays a vital role in maintaining the efficient and seamless operation of the law firm's physical and digital office environment. This position is pivotal in providing clerical, administrative, and logistical support to...
Title: File Clerk / Receptionist / Scheduling Coordinator Job Responsibilities: - Reception / Front Desk - Greet clients warmly and professionally in person and by phone. - Answer calls, route messages, and manage inquiries with discretion. - Maintain a polished and welcoming...
Title: Conflicts Analyst Job Responsibilities: As a member of the New Business Intake department, the Conflicts Analyst plays a crucial role in supporting the law firm's risk management functions by performing a range of duties related to new business intake processing and...
Title: Conflicts Analyst Job Responsibilities: As a Conflicts Analyst within the New Business Intake Department at a law firm, the primary responsibility is to support the firm's risk management functions. This involves a range of duties associated with new business intake processing...
Title: File Clerk / Receptionist / Scheduling Coordinator Job Responsibilities: Reception / Front Desk - Greet clients warmly and professionally in person and by phone. - Answer calls, route messages, and manage inquiries with discretion. - Maintain a polished and welcoming reception area. - Handle incoming/outgoing...
Title: File Clerk / Receptionist / Scheduling Coordinator Job Responsibilities: Reception / Front Desk: - Greet clients warmly and professionally both in person and by phone. - Answer calls, route messages, and manage inquiries with discretion. - Maintain a polished and welcoming reception area. - Handle...
Title: Creditor's Right Attorney Job Responsibilities: The Creditor's Right Attorney is tasked with managing a significant volume of cases within the field of creditor's rights. This includes mortgage foreclosure and collections, requiring the attorney to handle various legal proceedings and ensure effective...
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...
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,...
firm's Tax, Benefits, and Estate Planning Group. The primary... providing tax planning and business structuring services for individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate... administration, probate, and potentia......
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....
Title: Legal Assistant - Estate Planning - Part-Time Job Responsibilities: The... Legal Assistant will provide essential support to a small law office by handling various clerical, administrative, and reception tasks. The responsibilities include: - Offering clerical and secretarial support to the attorney and...
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
Title: Elder Abuse Attorney Job Responsibilities: The Elder Abuse Attorney will be responsible for a variety of legal duties that include but are not limited to: - Attending trials, arbitrations, depositions, mediations, and other court appearances. - Preparing pleadings and...
Title: Senior Staff Attorney - Family Law and Probate Self-Help Job Responsibilities: The Senior Staff Attorney is tasked with performing complex professional legal work, focusing on research and consultation for court staff and self-represented litigants. The role involves providing legal and administrative...
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...
Attorney Job Responsibilities: - Join the trust and estates practice within... with a focus on trust and estates cases. - Demonstrate... excellent writing, research, and organizational skills. - Work directly and effectively with clients, ensuring clear and professional communication. - Meet a billing requirement of...
a financial planning and estate planning subject matter authority... advisors. - Deliver point-in-time estate planning guidance and education... lead comprehensive financial and estate planning engagements. - Support... advanced planning client engagements throughout a geographic region, primarily using video technology to...
its Tax, Benefits, and Estate Planning Group in Los... planning and business structuring for individuals, corporations, pass-through entities, trusts, and estate planning and trust administration... probate matters and potential litigation in probate with clients on tax pla...