corporate and individual clients. The key responsibilities include: - Succession planning: Assisting clients in planning for the transfer of their estate to the next generation... in a manner that aligns with their wishes and minimizes tax liabilities. - Tax planning: Offering strategi...
Job Title: Trust and Estates Attorney Job... Draft, review, and finalize estate planning documents, including wills,... and oversee probate and trust administration, including preparing court... filings, inventories, and accountings. Court appearances as needed. - Assist clients with elder law matters,...
Job Title: Trust & Estates Paralegal -... the firm's attorneys and clients, specifically within the wealth preservation practice group. Key responsibilities include: - Administering trust accounts, including bookkeeping, distributions,... and record-keeping. - Preparing and reviewing annual trust account statements. - Preparing Estate... an...
primary responsibilities for this role include: - Drafting Wills and Trusts or working on Estate Administration. - Providing essential support... to the legal team by assisting with document management and preparation. - Performing various administrative tasks to support the legal team. - Conducting si...
Title: Paralegal or Legal Assistant Job Responsibilities: - Assist with document management and preparation, ensuring accuracy and completeness of legal documents. - Perform various administrative tasks to support the legal team. - Engage in significant client contact both over the phone and in-person, requiring...
Title: Staff Attorney Job Responsibilities: The Staff Attorney will be a part of the Capital Region Senior Legal Services Program and the City of Albany Simple Wills Project. The primary responsibilities include: - Providing legal advice, assistance, outreach, and community legal education to...
the processing of all estate transactions, including testamentary gifts,... trusts, endowments, or special gifts where the Eastern Territory is named beneficiary, requiring corporate action with the advice and consent of the General Counsel and/or Associate General Counsel. - Manage all...
Title: Legal Administrative Assistant Job Responsibilities: - Answer phones and greet clients with professionalism and warmth. - Manage scheduling, client intake, and general office calendar. - Organize files, scan and manage documents, and assist with data entry. - Support attorneys and paralegals with day-to-day administrative...
Title: US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager Job Responsibilities: The Senior Manager in the Financial Services Organization (FSO) will be responsible for reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires...
Title: Associate - Labor & Employment Job Responsibilities: The associate-level attorney at the law firm will engage in a wide range of activities within the labor and employment practice. The responsibilities include: - Conducting research on various labor and employment matters. - Drafting handbooks...
clients in matters related to succession planning, tax planning, estate planning, estate and trust... administration, and litigation. Key responsibilities include: - Drafting legal documents such as wills, trust agreements, and powers of... attorney. - Managing estate and trust administration processes.......
clients in the areas of succession planning, tax planning, estate planning, estate and trust... administration, and litigation. Key responsibilities include: - Advising clients on trust and estate planning to ensure efficient... management and transfer of assets. - Managing estate and trust...
Job Title: Estate Administration Attorney Job Responsibilities: - Oversee... the full range of estate administration tasks, including probate,... trust administration, and asset distribution. -... regarding the probate process, estate planning, trust administration, and... estate tax. - Draft and file... court filings related to estate matters. - Represent clients in......
Drafting and reviewing sophisticated estate planning documents, including Wills... and Trusts - Handling estate and trust administration matters... from inception through completion - Managing probate proceedings and Surrogate’s Court filings - Working directly with partners and clients on substantive legal...
preparing, reviewing, and interpreting estate planning documents such as... determine the course of action required to administer estates and trusts. The paralegal will also be responsible for accurately preparing court forms for estate and trust administration, guardianships,... and related matter...
and New Jersey (NJ) Estate documents in surrogate’s courts. -... Draft various legal documents including Petitions/Applications for Appointment, Letters of Administration, Adequacy Orders, Wrongful Death Compromises, Family settlement agreements, and contracts between heirs and beneficiaries. - Obtain documents and heirship information from...
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,...
Job Title: Estate Planning Strategist - Executive... and analyses focusing on estate, gift, and income tax... planning, including executive compensation and pre-liquidity planning. - Work closely with Financial Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by...
Job Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic... Estate Planning Associate will join... private client practices, trust, and estate administration/planning. This includes advising... clients on complex wealth structures and drafting estate planning documents. - Conducting tax... analysis, estate administration, and tr...
Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to... each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters...
Title Paralegal - Trusts and Estates Job Responsibilities The Paralegal in the Trusts and Estates department at the law firm is responsible for a variety of tasks related to the preparation and management of legal documents and processes. Key responsibilities include: - Preparing legal...
Job Title: Estate Planning Attorney Job Responsibilities: - Serve... easy for clients to understand. - Draft and Design Estate Plans: Prepare a range... of estate planning documents, from simple... wills to complex tax-saving trusts; training will be provided for the more complex aspects....
pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution Orders, Temporary Restraining orders), Freedom of Information Law, Open Meetings Law, and Trust and Estates Law (such... as Powers of Attorney, Letters Testamentary, Spousal Right of I...
document signings, and real estate closings - Draft letters, forms,... and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and ensure they feel comfortable and supported - Follow up with clients regarding missing documents or...
Financial Markets & Real Estate - Transactions, CLO Manager... Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with a...
Title: Conflicts Analyst Job Responsibilities: The Conflicts Analyst at the law firm is responsible for conducting research and preparing conflicts search reports. Key responsibilities include: - Defining effective search strategies and conducting conflicts searches for new business and potential lateral matters. - Analyzing, articulating,...
Title: Senior Lead Fiduciary Strategist (LO) Job Responsibilities: In the role of Senior Lead Fiduciary Strategist (LO) at the company, the candidate will be expected to: - Lead complex initiatives in trust and estate matters, investment management, wealth... transition, and financial planning. -...
comprehensive support to the Trust and Estates Practice at... the law firm. The candidate will be responsible for performing a variety of administrative duties which include: - Coordinating busy calendars and managing work assignments. - Preparing legal correspondence and documents. - Transcribing digital...
Title: Bankruptcy, Associate Attorney Job Responsibilities: The Bankruptcy, Associate Attorney will be responsible for representing creditors in federal bankruptcy court. This entails performing tasks such as drafting motions for relief from the automatic stay, preparing and defending secured creditor proofs of claims,...
Job Title: Attorney - Estate Planning and Elder Law Job... Responsibilities: As an Estate Planning and Elder Law... Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings,...
document signings, and real estate closings - Draft letters, forms,... and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and ensure they feel comfortable and supported - Follow up with clients regarding missing documents or...
estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide legal guidance. - Drafting legal documents such as petitions, motions, and estate-planning instruments. - Keeping clients informed... of progress and responding to inquiries in a timely manner. - Ap...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... unique needs through customized estate planning. This includes designing... wills, trusts, beneficiary designations, and other essential documents to transfer and protect assets. The attorney will also...
Job Title: Trust & Estate Attorney (Several Openings) Job... Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal at the... responsible for managing multiple estate planning and estate administration... files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists, and procedures to...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
Manager National Estate Settlement Services Job Title: Manager... National Estate Settlement Services Job Responsibilities: The Manager... National Estate Settlement Services is responsible... for supervising estate settlement officers and support... administration and distribution of estate/trust assets held within an... administrative trust or probate. The manager......
Financial Markets & Real Estate - CMBS Securitization Transactions,... Senior Associate Job Responsibilities As a Senior Associate in the Financial Markets Business Advisory Generalist team, your primary responsibilities include: - Engaging in client assignments related to complex financial instruments, such as...
areas including Personal Injury, Estate and Trust Litigation, Guardianship... matters, and general litigation. - Work closely with clients throughout the litigation process to ensure effective representation. - Prepare and file pleadings, briefs, petitions, discovery demands, and responses in a timely...
Title: Paralegal Job Responsibilities: The paralegal position at the law firm involves a comprehensive blend of administrative, financial, and paralegal duties. The role is designed to support the Executive Director of the George and Margaret Mee Charitable Foundation, encompassing tasks that contribute...
and trusts. - Preparation of estate and gift tax returns. -... Preparation of private foundation returns. - Preparation of estate and gift tax calculations... for estate planning matters. - Perform tax... research. - Computation of trustee’s and executor’s commissions. - Calculation of unitrust and annuity payments...
Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for various clients, including senior living, healthcare, and restaurant/building owners. - Assist in product liability defense...
a variety of trusts, estate, and elder law matters,... counsel on complex issues. This role demands a thorough understanding of New York State and federal laws, with a focus on client and review estate planning documents, including wills......