support to the real estate, corporate, and trusts and... estates departments within the law firm. - Open new client matters, perform conflict checks, and prepare engagement agreements. - Communicate with clients, counsel, and other third parties to schedule meetings and conference calls,...
situations to identify strategies and apply a comprehensive understanding of planning and administration techniques. - Counsel clients about possible strategies to reach objectives. - Draft estate plans and trust administration... documents (sometimes basic, sometimes advanced) to implement strategies. - Work...
Job Title: Mid-Level Trust & Estates Litigation Associate Job... Responsibilities: The Mid-Level Trust & Estates Litigation Associate... will be responsible for: - Drafting legal documents pertinent to trust and estate litigation. - Participating... actively in... dispute resolution processes to effectively represent client interests. - Prov...
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...
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...
Job Title: Attorney - Estate & Trust, Landlord -... Commercial Litigation Job Responsibilities: Estate & Trust (Probate and Trust Administration) -... petitions, probate matters, and trust-related actions in the Probate... process. - Advise clients on estate planning matters and draft... California-compliant wills, trusts, powers...
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...
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...
Job Title: Mid-Level Trust & Estates Associate Job Responsibilities:... The Mid-Level Trust & Estates Associate at... wealth transitions by providing estate planning that is clear,... include: - Planning foundational (revocable) estate planning for clients from... start to finish, which involves the initial...
for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The responsibilities include: -... Reviewing and drafting communications, pleadings, and discovery documents. - Participating in mediations, mandatory settlement conferences, and trials or arbitrations. - Communicating effectivel...
Title: Litigation Attorney Job Responsibilities: - Manage all phases of litigation from inception through resolution, including pleadings, discovery, motion practice, settlement negotiations, and trial preparation. - Conduct comprehensive legal research utilizing tools such as LexisNexis and Westlaw to support case strategies and ensure...
personal caseload of probate, estate planning, and litigation matters... across California. - Refine and improve systems to ensure the practice operates efficiently and effectively. - Collaborate with a team of 10 attorneys, contributing to the growth and development of the firm. -...
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The... Mid-Level Trust & Estate Transactional Associate will be... responsibilities include: - Drafting comprehensive estate plans, including wills, revocable... living trusts, and irrevocable trust instruments. - Engaging in sophisticated... estate planning and trust administration. -... Applying c...
Job Title: Trust and Estates Paralegal (California) Job... Responsibilities: The Trust & Estates Paralegal will... of tasks related to estate planning and trust administration.... Key responsibilities include: -... Engaging with clients, trustees, and family members to draft and refine essential legal documents such...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Practice Specialist / Executive Legal Assistant Job Responsibilities: 1. Oversee and coordinate client relationships with a strong focus on service excellence. 2. Lead the planning, coordination, and execution of assigned client matters and provide support from initiation through resolution. 3. Manage projects and...
OverviewA law firm seeks a sophisticated estate planning and trust administration... attorney in San Rafael, CA, with a minimum of 8-10 years of The firm excels in estate planning, administration, corporate and... business transactions, real estate, tax, and related litigation,......