- Family Law or Estate Planning Probate Real Estate Job... Responsibilities: - Provide knowledgeable, compassionate,... in Family Law or Estate Planning/Probate/Real Estate matters. - Manage... cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education and Experience Information: - Minimum Education: ....
Job Title: Estate Planning and Estate Administration... Paralegal Job Responsibilities: - Draft and prepare estate plans, including wills, trusts,... powers of attorney, and advance healthcare directives. - Manage estate administration (trust administration and... probate) files from inception to close, including preparation of pleadings,...
Senior Associate Attorney - Estate Planning & Elder Law Job... advisor to clients navigating estate planning, elder law, trust... responsibilities include: - Leading client meetings and recommending thoughtful, customized estate and elder law strategies. -... Independently managing a caseload with accountability and professional...
businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate, and gift workpapers and... tax returns. - Research tax planning opportunities to help clients... retain and/or grow wealth, enabling them to make informe...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Title: Paralegal Job Responsibilities: The part-time Paralegal position at a law firm involves several key responsibilities integral to the smooth operation of the firm's front-end processes. The paralegal will be required to work three full days on-site each week in a pleasant...
Job Title: Real Estate Paralegal Job Responsibilities: - Work with... documents related to real estate transactions. - Conduct title searches... maintain client information accurately. - Collaborate with attorneys to schedule and complete real estate closings. - Focus exclusively on... residential real estate closings. Education and Exper...
Title: Receptionist / Paralegal Job Responsibilities: - Greet clients and visitors both in person and over the phone, ensuring a welcoming and professional first point of contact. - Answer and route incoming calls and emails in a professional manner, ensuring they reach the...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
and administrative assistance to lawyers and other legal professionals. The role primarily involves supporting the firm’s representation of financial institutions in various legal proceedings, including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Specific... duties include: - Assisti...
and other legal professionals. The primary focus of this role is to aid in the representation of financial institutions across various legal domains, including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Key... responsibilities include: - Assisting...
other legal professionals at a law firm. The primary focus is on representing financial institutions in various legal matters including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Specific... duties include: - Assisting attorneys in collections litiga...
administrative services to lawyers and other legal professionals. The primary focus is on representing financial institutions in various legal proceedings, including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Key... responsibilities include: - Assisting attorneys in collections litigatio...
to lawyers and other legal professionals. The primary focus is on representing financial institutions in areas such as bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. The... specific duties, activities, and responsibilities include: - Assisting attorneys in cli...
lawyers and other legal professionals. The primary focus is on representing financial institutions in areas such as bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. The... specific duties include: - Assisting attorneys in collections litigation or bankruptcy proceed...
professionals, primarily in the areas of bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. The... responsibilities include: - Assisting attorneys in the representation of clients in collections litigation or bankruptcy proceedings. - Performing legal, factual, and records research. - Identifyin...
to lawyers and other legal professionals. The primary focus is on representing financial institutions in various legal proceedings, including bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Specific... duties include: - Assisting attorneys in representing clients in c...
in the law firm's practice areas. The primary focus is on representing financial institutions in matters related to bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. Key... responsibilities include: - Assisting attorneys in the representation of cl...
lawyers and other legal professionals. The primary focus is on representing financial institutions in areas such as bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. The... specific duties include: - Assisting attorneys in collections litigation or bankruptcy pro...
lawyers and other legal professionals. The role primarily involves assisting attorneys in the representation of clients within the domains of collections litigation, bankruptcy proceedings, foreclosure, litigation, and residential real estate or mortgage law. Key... duties include: - Performing legal, factual, a...
and other legal professionals. The primary focus is on representing financial institutions in areas such as bankruptcy, collections, foreclosure, litigation, and residential real estate or mortgage law. The... specific duties and responsibilities include: - Assisting attorneys in the representation of cl...
Title: Senior Staff Attorney II Job Responsibilities: - Directly supervise junior attorneys, law graduates, paralegals, and other assigned staff. Responsibilities include assigning and monitoring work, setting priorities, approving schedules, and ensuring adherence to legal and program standards. - Conduct formal performance evaluations of...
Job Title: Real Estate Land Use Associate Job Responsibilities: -... issues, including zoning and planning - Manage land-use entitlements, variances,... Attend in-person zoning and planning meetings - Articulate legal strategies... and courses of action - Effectively handle multiple projects under pressure - Demonstrate exceptional judgment and...
Title: Paralegal - Real Estate Job Responsibilities: The Paralegal within the... Real Estate department at the law... and execution of real estate transactions. These core responsibilities... include: - Performing and coordinating due diligence activities, which encompass the review of title commitments, surveys, zoning...
Job Title: Estate Planning Case Manager/Paralegal Job Responsibilities: -... Ensure the client estate planning process is smooth... and successful. - Provide ongoing client support, including receiving all client telephone calls, portal chats, emails, and letters, and ensure timely responses to clients. - Coordinate with...
This role involves a variety of tasks centered around estate planning and trust administration.... Key duties include: - Engaging with clients, trustees, and family members to draft and refine legal documents such as trusts, wills, powers of attorney, and healthcare direct...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership... and review of advanced estate, gift, and trust tax... returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization. - Ensure that all engagements comply with federal,...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax... and review of advanced estate, gift, and trust tax... complex technical tax issues and maintain high-quality standards in all deliverables. Tax Planning and Strategic Advisory: - Lead... the development and execution of com...
returns during the financial planning process to identify incremental... data gathering is complete, create deliverables (“Tax Plan”), and present them to advisors and clients. - Research ad-hoc tax planning questions to support advisors... and their clients. - Demonstrate an understanding of inc...
the entrepreneurial and fast-paced Planning Services team, which focuses... advisors provide comprehensive financial planning to their clients. Key... responsibilities include: - Creating financial and tax plans to be delivered to advisors. - Performing reviews of individual and business tax returns, as well...
returns during the financial planning process to identify incremental... opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and deductions. - Ensure all tax-related research and data gathering is...
Title: Long Term Care Planning Attorney Job Responsibilities: 1. Department Leadership: ... to the Long-Term Care Planning team, including planners, care... coordinators, paralegals, and legal assistants. - Ensure departmental alignment with the law firm's values. 2. Client Engagement: - Conduct initial consultations and ongoing...
and scheduling for the estate planning and elder law... practice. - Answer questions from clients and assist them with their everyday needs in a productive and timely manner. - Adapt, work independently, and support families in delicate situations, prioritizing these tasks across...
be responsible for supporting estate planning attorneys by drafting... legal documents and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to ensure all documents are organized and up-to-date. The...
administrative and legal functions related to client estates, estate planning, and trust accounting.... The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary... income tax returns. - Mainta...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and asset... protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
to guide them through estate planning processes. - Draft and... review wills, trusts, powers of attorney, and other legal documents. - Educate clients on their options and assist them in making informed, empowered decisions. - Collaborate with the team to continuously improve and...
legal matters related to estate planning, trust administration, and... provide exceptional legal guidance with compassion and clarity. Although no prior estate planning experience is necessary,... the Associate Attorney will receive full training and direct mentorship from a Partner to effective...
civil litigation, trust litigation, estate planning, probate, and bankruptcy.... Key duties include: - Meeting with clients to discuss their cases and legal needs. - Reviewing case files and relevant documents to understand the details and prepare for legal proceedings. - Conducting legal research...
coverage litigation. Experience in Estate Planning, Probate Administration, and... Injury is considered a plus. - Conduct analysis of estate and trust documents, engage... in motion practice, manage written discovery, and conduct depositions. - Demonstrate solid familiarity with the rules of civil procedure...
Litigation Associate Job Title: Commercial Litigation Associate Job Responsibilities: - Research and analyze complicated legal issues efficiently. - Draft motions, discovery requests/responses, briefs, and legal correspondence with minimal supervision. - Manage all aspects of discovery, including taking and defending depositions. - Advance case progress, manage multiple...
Draft and review sophisticated estate planning documents, including complex... tax-sensitive planning. - Engage in estate and trust administration, client... counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. - Work directly with clients from the onset,...
Title: Fiduciary Litigation Associate Job Responsibilities: The Fiduciary Litigation Associate will be responsible for handling various aspects of fiduciary litigation, asset disputes, and contested probate and trust litigation. Specific duties include: - Representing parties in contested probate administration and contested trust administration. - Handling...
Title: Experienced Paralegal Job Responsibilities: - Conduct legal research to support attorneys in probate and trust administration cases. - Review and edit documents, including wills, trusts, and powers of attorney, under attorney supervision. - Manage and organize client files and maintain the confidentiality of...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: - Engage in estate and tax planning, trust... planning. - Handle gift and estate tax matters, including the... Charitable Remainder Trusts (CRTs), Grantor Retained Annuity Trusts (GRATs), and other irrevocable trust planning tools. -...
firm seeks an Associate Estate Planning Attorney in Burnsville,... will have experience in estate planning or a strong... entrepreneur, supported by an established with clients to educate, advise, and develop personalized estate relationships and foster... referrals through co...