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 – Drafting Job... Draft and customize complex estate planning documents based on... and high drafting standards across documents. - Work closely with senior attorneys on advanced trust planning structures. Education and Experience Information: -... . from an accredited...
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...
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 & Elder Law... for working directly with clients and senior attorneys on a variety of tasks. This includes handling all aspects of client files and assisting with: - Estate planning - Special needs planning -... Trusts - Probate - Guardian/conservatorships - As......
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...
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),...
Attorney About the job Company Description Law firm is a trusted law firm with a strong focus on client satisfaction, ethical integrity, and outstanding service since 1961. Based on decades of experience, the firm has successfully served thousands of clients while recovering substantial...
Responsibilities: - Draft complex, strategic estate planning documents tailored to... on asset-protection strategies, business-succession planning, and methods to minimize... income, gift, and estate tax exposure. - Apply analytical... rigor, practical judgment, and empathetic client service to help families and businesses retain, grow,...
will be responsible for drafting sophisticated estate plans for both taxable... and non-taxable estates. Additionally, the attorney will handle the administration of estates and trusts post-death. The role requires collaboration with a team dedicated to providing exceptional client service,...
be responsible for handling Estate Planning and Estate Administration.... to clients regarding their estate planning needs, ensuring that... to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
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...
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...
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...
Director, Real Estate Acquisitions Job Responsibilities - Deal Execution:... Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
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...
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...
business owners on advanced estate planning, wealth transfer strategies,... administration. - Develop tax-efficient estate and business succession plans,... including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax...
and commercial transactions under the supervision of attorneys. Key responsibilities include: - Daily administration of trust accounts for a diverse client base, which involves managing accounts, preparing correspondence, and handling transfer forms. - Assisting in the drafting and preparation of estate...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential...
attorney. - Assist with Medicaid planning, asset protection strategies, and... long-term care arrangements. - Represent clients in probate proceedings. - Conduct legal research and draft tailored documents to meet client needs. - Stay current with developments in elder law and incorporate best practices into...
Draft basic and advanced estate planning documents, including wills,... powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. - Maintain case calendars and track critical deadlines. -...
high-net-worth individuals. - Provide estate planning services with a... focus on tax implications. - Manage multiple work assignments simultaneously. - Work under pressure while maintaining attention to detail. - Organize and maintain a structured work environment. Education and Experience Information:...
the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans for both taxable... and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team of professionals. - Collab...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
business litigation, including real estate, construction, and commercial litigation.... The role involves working collaboratively to help businesses achieve their goals at regional, national, and global levels. The associate will need to utilize excellent interpersonal, analytical, and writing skills to pro...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be a key member of the General Liability Practice Group at the law firm, focusing on defending against various general liability claims, including medical malpractice, premises liability, HOA, and assisted living/long-term care cases....
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 ...