help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... planning, and business succession planning. -... Represent high net-worth individuals... in estate planning matters. - Manage trust... and... estate administration. - Demonstrate business development... experience, including maintaining...
Title: Trust Administration and Estate Planning Attorney Job Responsibilities: - Lead... Meet with clients to review and explain estate planning documents. - Lead estate... planning signing meetings. - Manage... matters independently and maintain organized, timely workflows. - Communicate clearly and compassionately with clients during impo...
Job Title: Estate Planning Attorney Job Responsibilities:... As an Estate Planning Attorney with the... law firm, you will be responsible for providing legal services related to estate planning and estate administration.... creation and management of estate plans, ensuring compliance with......
. Private Bank - Estate Planning Innovation Lead -... comprehensive understanding of existing estate disposition analysis capabilities within... digital transformation of the estate disposition offering. - Collaborate... closely with Product and Technology teams to ensure the successful design, development, and...
Job Title: Estate Planning Attorney Job Responsibilities: - Work... families to create thoughtful estate plans - Draft and review... of attorney, and other planning documents - Offer clear, compassionate... guidance on Medicaid and planning strategies - Serve as a... trusted advisor to help clients achieve...
Job Title: Estate Planning Attorney Job Responsibilities: - Business... Transactions: - Draft, review, and negotiate business contracts, including purchase and sale agreements, partnership agreements, employment and service contracts, and vendor agreements. - Form and maintain LLCs, corporations, and other business entities, including...
Job Title: Estate Planning - Probate Associate... case file. - Serve as the primary attorney specializing in estate planning and probate matters,... directly engaging with clients to achieve their objectives. - Demonstrate proficiency in estate planning, guardianship, and techniques... for probate avoidance,...
Title: Legal Assistant - Estate Planning - Part-Time Job Responsibilities: The... Legal Assistant will provide essential support to a small law office by handling various clerical, administrative, and reception tasks. The responsibilities include: - Offering clerical and secretarial support to the attorney and...
Title: Associate Attorney Job Responsibilities: - Advise clients on business transactions, including entity formation, contract drafting/review, mergers, acquisitions, and related corporate matters. - Represent clients in IRS dispute resolution, including audits, appeals, collections, and related controversies. - Support clients with probate and trust...
handling matters related to estate planning, trust administration, and... probate. The role involves working directly with clients to provide personalized and high-quality legal services. The candidate should be able to work independently as well as collaboratively within a team environment....
clients. - Focus on specific practice areas including Family Law, Criminal Defense, Probate & Estate Planning, and Real Estate... & Business Transactions/Litigation. - Participate... in both trial and transactional work as per the candidate's strengths and preferences. - Maintain thorough communication with clien...
Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals... across various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs),...
individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. The primary responsibilities include: - Estate and tax planning for... clients - Advising clients on legal strategies for wealth management and estate distribution - Drafting and reviewing... legal documents relat...
Title: Paralegal – Real Estate and Estate Planning Job Responsibilities: Estate... Planning & Legal Document Preparation -... Draft, revise, and finalize estate planning documents, including wills,... trusts,... powers of attorney, advance directives, and related instruments. - Coordinate execution and notarization of legal documents with...
law firm specializing in estate planning, administration & litigation,... real estate, and small business law.... Our firm is dedicated to fostering a collaborative and supportive environment where our team and clients are equally valued. We pride ourselves on delivering exceptional,...
in supporting the firm's ongoing expansion and daily operations. Key responsibilities include: - Handling paralegal work related to: - Real estate transactions and closings -... Estate planning and estate administration ... - Business formation and planning - Drafting legal documents... and corresponde...
office management responsibilities. The candidate will be integral in supporting the firm's continued expansion and managing day-to-day operations. Key responsibilities include: - Handling real estate transactions and closings - Engaging... in estate planning and estate administration -... Assisting in business formation and plannin...
commercial lease drafting/reviews, real estate purchase agreements, estate planning,... streamlined procedural litigation, and real estate title & estate resolution.... This role emphasizes strategic thinking and high-level client advocacy. - Lead the Team: The Associate Attorney will remote paralegals, including deeds, estate...
Responsibilities: - Assist with estate planning document preparation -... Manage case files and maintain filing systems - Prepare and file court documents in state and federal courts - Communicate with clients, opposing counsel, and court personnel - Monitor and track...
of the following areas: estate planning and administration, business... and governance, and/or real estate. This role involves representing... clients ranging from individuals and local business owners to national and international businesses with interests in the Northern Rockies region. The attorney...
on federal and state environmental regulations including CERCLA, CAA, RCRA, ECL, SEQRA, and NAV. - Represent clients in environmental litigation, permitting, and regulatory compliance matters. - Structure, negotiate, and close complex commercial real estate transactions, including acquisitions, leasing,... and development. - Lead environmen...
Estates, Business, and Real Estate. The responsibilities include: - Engaging... in sophisticated transactions and representing top-tier clients. - Collaborating directly with partners and clients on a diverse range of complex legal matters. - Managing and prioritizing multiple projects, both independently and as part...
Trusts & Estates, Real Estate, Probate Job Responsibilities: - Conduct thorough... deeds, probate, trusts, wills, estate plans, powers of attorney,... and LLC formation ensuring accuracy and compliance with applicable laws and regulations. - Provide expert legal advice in areas such as real e...
base. - Cultivate and maintain relationships with key stakeholders in the real estate industry. 2. Client Management: -... Provide excellent client service, understanding and addressing client objectives. - Manage client relationships to ensure satisfaction and repeat business. 3. Financial Oversight: - Overse...
Responsibilities: - Manage family law, estate planning, probate, and estate... litigation cases. - Assist with... other cases as needed. - Prepare and draft motions, pleadings, discovery requests, financial statements, and other documents. - Take depositions and affidavits of clients and witnesses. - Conduct and analyze...
Job Title: Estate Attorney Job Responsibilities: - Be a... guide them through proprietary Estate Planning Processes. - Provide expert... advice and deliver superior Estate Planning and Asset Protection... work products. - Research, design, and create customized Trust provisions tailored to clients’ needs. - Discuss plans...
with divisional and wealth planning & advice leadership to... in areas of tax and trust & estate planning strategies, concentrated position... management,... corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and practice management to integrate estate an...
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...
Job Title: Estate & Trust Administration Paralegal Job... attorneys and collaborate with estate planning paralegal(s) to promptly... complete estate and trust (and some... guardianship) administration. - Draft trust documents to manage trust assets and complete necessary paperwork, filing when applicable. - Draft and...
Job Title: Estate & Trust Administration Paralegal Job... attorneys and collaborate with estate planning paralegal(s) to promptly... complete estate and trust administration, including... some guardianship cases. - Draft trust documents to manage trust assets and complete necessary paperwork; file documents when applicable. -...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Paralegal Manager (Probate/Estate Planning) Job Location: Covington, KY... Employment Type: Full Time Experience Level: Mid Level Job Responsibilities The Paralegal Manager is tasked with overseeing a team of paralegals and managing the systems and technologies they use for creating and...
role involves significant responsibility from the onset, serving high-net-worth individuals, traditional and nontraditional families, family offices, and family-owned businesses in all areas of estate and tax planning. The... associate will be one of the first trusts and estates associates a...
strategies. - Draft and review legal documents, including pleadings, contracts, wills, and other legal correspondence with precision and clarity. - Manage a diverse caseload across various practice areas, including estate planning, immigration law, landlord-tenant... law, securities law, workers' compensation law, personal inj...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and Practice Managem...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... matters. - Draft and implement estate planning documents, including wills,... trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration...
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...
Responsibilities: - Advise clients on estate planning and administration. - Draft... court or related litigation matters. Education and Experience Information: - Minimum of 3 years of trust and estate experience. - NJ Bar admission... required. Salary Information: The salary range for this position is $100,000 to $150,000...
law firm, providing essential support to ensure the effective management of client assets and estate planning. Key responsibilities include: -... Typing documents from rough drafts, handwritten materials, and dictation into the appropriate format. - Composing basic or routine letters and transmittal...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
of duties focused on estate planning, probate, trust administration,... law. Key responsibilities include: - Meeting with clients to understand their family dynamics, financial situation, and personal wishes in order to collect necessary information for their estate plans. - Drafting essential Estate... Plan...
join its Tax and Estate Planning practice group in... expertise in areas such as non-profits, corporate and partnership taxation, state and local taxation, or international legal counsel in tax and estate planning with clients... to develop tax ...