candidate must be experienced estate planning lawyer with broad... experience including complex estate, tax and wealth planning.... practice. Will involve in primary areas include estate and tax planning for... high net worth individuals and families, estate administration, income tax, transfe......
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Administration Paralegal The candidate will support the attorneys in the estate administration practice area with... trust and estate administrations, client suppo...
hire experienced personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal Responsibilities: Handles probate administration and trust post-death administration matters, including... drafting court pleadings, evaluating...
Title: Senior Trust & Estate Litigation Attorney Job Responsibilities: - Represent... administrators, and beneficiaries in trust and probate litigation, including: ... - Contests based upon lack of capacity, undue influence, or fraud. - Negligent management of assets. - Failure to account or inadequate...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Real Estate Duties: Responsible for many... aspects of commercial real estate due diligence including review... of title commitments, surveys and zoning document...
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...
families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Engage in multiple projects that deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable pl...
Title: Sr Manager, Private Wealth Tax Job Responsibilities: The Sr Manager, Private Wealth Tax at the company will be part of a rapidly expanding High Net Worth Tax practice, focusing on the unique challenges faced by wealthy individuals and privately held...
company involves providing comprehensive compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. The responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax......
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift,...
Job Title: Estate Planning & Trust Administration... business owners on complex estate and wealth transfer strategies,... asset protection structures, trust administration, business succession planning,... and charitable and philanthropic strategies. - Draft and implement a wide range of planning documents, including revocable...
is responsible for designing estate plans for high-net-worth clients,... irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The role involves complex trust administration and re...
at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust administration and sophisticated estate planning for high net... worth individuals and families. - Drafting complex estate planning documents, including both... revocable and irrevocable trusts. - Collab...
Job Title: Virtual Estate Planning & Probate Paralegal Job... Responsibilities: - Draft estate planning documents, including wills,... trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder...
IronSpire Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title: Tax Director - Estate & Trusts Job Responsibilities: - Provide... and consulting services to Estate, Gift, and Trust clients. -... research projects related to Estate, Trust, and Gift issues. -... Work with clients to minimize tax obligations and ensure assets are passed according...
experience in the field of Trusts & Estates. These responsibilities include: - Performing legal research to support case work. - Preparing trust accountings for client estates. -... Engaging in the preliminary drafting of trusts and memos to ensure accurate documentation. - Drafting various legal...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
for its specialization in estate planning, taxation, and business... transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This...
law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on... the most suitable estate plans or gifting strategies... tailored to their individu...
Estates Associate Job Responsibilities: - Draft estate plan documents, including wills,... advance directives. - Assist with estate, gift, and generation-skipping transfer... and prepare memoranda on estate, tax, and trust issues. -... Collaborate with senior attorneys on complex planning strategies. - Manage client files efficiently. Education and...
Title: Trusts & Estates/Probate Legal Assistant Job Responsibilities: - Administrative Support: Provide comprehensive administrative assistance to attorneys and staff. This includes composing email and written correspondence, calendaring deadlines, obtaining records, organizing client files, filing, copying, mailing, receiving mail and packages, ordering office...
the Tax Team. The role involves working closely with the general corporate law team on various legal matters, including mergers and acquisitions, private equity, international transactions, and Real Estate Investment Trusts (REITs). The... associate will be expected to handle comp...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Salary Range: $70,000 - $110,000 annually H1: Join Our Team as a Legal Secretary in San Francisco H2: Essential Duties and Responsibilities - Draft letters and trust and estate related documents - Support... fee-earners and cl...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which encompasses comprehensive succession and estate planning strategies, family office... formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions, fund formation, and entity stru...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions as necessary. - Conducting research on...
Job Title: Real Estate Transactions & Finance Associate... Leasing Focused Job Responsibilities: The Real Estate Transactions & Finance Associate... leasing within the real estate sector. The candidate will... alongside nationally recognized real estate leaders, participating in diverse... wide range of real estate transactions across various indu......
Job Title: Real Estate Transactions & Finance Associate... (Attorney) Job Responsibilities: The Real Estate Transactions & Finance Associate... part of the Real Estate Transactions & Finance practice... supporting the expanding real estate finance team. The associate... alongside nationally recognized real estate leaders on deals of......
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Ranked Law Firm seeks trust and estates associate attorney... of experience including complex estate, tax and wealth planning.... candidate will serve in estate and tax planning for... worth individuals and families, estate administration, income tax, transfer... tax and charitable planning,...