Job Title: Legal Assistant/Paralegal Estate Planning Job Responsibilities: - Assist attorneys... thorough research to support estate planning processes and legal... drafting and reviewing of estate planning documents, ensuring compliance... with legal standards and client expectations. - Monitor and ensure compliance with state and...
Technical Director - Gift, Estate and Trust Tax Job... command of gift and estate matters. - Demonstrate deep... area of gift and estate tax. - Excel at... with complex gift and estate reviews, consultation, and planning.... - Lead engagement teams...
looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. PROBATE/ESTATE PLANNING PARALEGAL The candidate will have 2 years of Estate planning, trust administration and... probate experience. Excellent written and oral communica...
and families on comprehensive estate and tax planning. The... designing, drafting, and implementing estate plans, as well as... providing tax analysis and advice. Key responsibilities include: - Advising clients on estate and tax planning strategies -... Designing and implementing estate plans - D...
on various aspects of estate and tax planning. The... role involves designing, drafting, and implementing estate plans, as well as... providing related legal the attorney will handle trust and probate administration. While... experience with real estate and/or fiduciary tax and......
Technical Director - Gift, Estate and Trust Tax Job Responsibilities:... expertise in gift and estate matters. - Exhibit deep... with complex gift and estate reviews, consultation, and planning.... - Lead engagement teams and provide technical instruction. - Manage client relationships and...
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: Trust Administration Paralegal Job Responsibilities: The Trust... Administration Paralegal is responsible... daily activities related to trust administration and providing support... to attorneys. The position involves handling client meetings and telephone inquiries, preparing all necessary documentation to assist clients and trustees...
Litigator Job Responsibilities: - Engage in trust and probate litigation, including... and/or defend will or trust contests effectively. - Manage accounting... petitions and trustee removal cases. - Address fiduciary-related disputes with a focus on elder financial abuse litigation. - Establish and litigate conservatorship/guardianship cases. - Handle...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Associate Attorney, Trust & Estate Administration The candidate' will... take a focused approach in delivering high-quality client service via effective case management a...
Manager - Tax and Estate Planning The candidate will... and consult on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Provide tax planning and...
program designed to locate and hire the best-qualified law student and attorney candidates, but they also hire lawyers laterally from other firms to address specific hiring needs. The firm focuses primarily on three practice areas: business, litigation and trust/estate plannin...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will provide effective attorney support with the drafting of all estate planning and associated documents... and delivering a first-in-class clien...
program designed to locate and hire the best-qualified law student and attorney candidates, but they also hire lawyers laterally from other firms to address specific hiring needs. The firm focuses primarily on three practice areas: business, litigation and trust/estate plannin...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
program designed to locate and hire the best-qualified law student and attorney candidates, but they also hire lawyers laterally from other firms to address specific hiring needs. The firm focuses primarily on three practice areas: business, litigation and trust/estate plannin...
program designed to locate and hire the best-qualified law student and attorney candidates, but they also hire lawyers laterally from other firms to address specific hiring needs. The firm focuses primarily on three practice areas: business, litigation and trust/estate plannin...
Services Senior Manager - Estate and GST Reviewer The... will review United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. Work with... staff to ensure estate and GST tax returns... instruments) in relation to estate and business succession planning......
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with...
a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, actin...
Title: Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Supervise a team, foster strong client relationships, and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service...
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...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key...
Manager - Tax and Estate Planning The candidate will... and consult on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Provide tax planning and...
Services Senior Manager - Estate and GST Reviewer The... will review United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. Work with... staff to ensure estate and GST tax returns... instruments) in relation to estate and business succession planning......
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
Title: Associate Attorney - Estate Planning & Elder Law Job... Responsibilities: - Handle Estate Planning matters with a... Manage all aspects of Estate Planning, Conservatorships, Probate cases,... and Trust Litigation. - Provide compassionate legal... counsel in Elder Law. - Conduct client meetings, in-office signings,...
Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... meetings to understand their estate planning needs. - Translate complex... ensure clients understand their estate plans. - Review trusts, wills,... powers of attorney, and related estate planning documents to ensure... accuracy and compliance with legal...
Title: Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities: - Develop, nurture, and manage relationships with Strategic Partners (SPs) and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Convert qualified...
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. The primary responsibilities include: - Trust administration and providing sophisticated... estate planning solutions tailored for... high net worth individuals and families. - Drafting estate planning documents, with a... focus on both revocable and irrevocable trusts. - Collaborating with clients to under...
Monrovia area law firm is seeking an experienced trust and estate attorney at either the... senior associate or partner level. Candidate must live in the San Gabriel Valley....