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 Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities include: -... Building and maintaining relationships...
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...
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....
Job Title: Business, Real Estate, Trust, and Litigation Attorney Job... litigation matters involving real estate, business, and probate and... drafting business and real estate documents. The attorney should... possess strong writing, analytical, and advocacy skills, and be able to work both...
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,...
firm's Tax, Benefits, and Estate Planning Group. The primary... responsibilities include providing tax planning and business structuring services... corporations (both public and private), pass-through entities, trusts, and estates. The role involves estate planning, trust and estate... administration,... probate, and potentia......
Title: Vice President, Advanced Planning Job Responsibilities: - Serve... as a financial planning and estate planning subject... matter authority... advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements. - Support... advanced... planning client engagements throughout a......
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced... Planning is responsible for serving... a financial planning and estate planning expert for high-net-worth... The role involves delivering estate planning guidance and education... leading comprehensive financial and estate planning engagements based on......
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a... financial planning and estate planning subject... matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements, depending on... client... needs. - Support advanced planning client engagements throughout a... Planning...
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...
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...
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...
professional legal work, focusing on research and consultation for court staff and self-represented litigants. The role involves providing legal and administrative support related to self-help legal services, mediation, and advisory services programs. The attorney's primary responsibilities include: - Planning, developing, rec...
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...
Title: International Private Bank- Private Banker- Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Legal Assistant or Paralegal, Estate Planning Job Responsibilities: - Creating estate... planning documents using firm... signing meetings - Assembling binders for delivery to clients - Collaborating with the attorney to finalize comprehensive estate plans Education and Experience Information: -... Minimum of 2 years of experience in...
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),...
business law, employment law, estate planning and administration, family... personal injury, and real estate law. The role requires: -... Providing legal advice and guidance within the specified practice areas. - Engaging in legal research and writing to support case preparation and court...
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: Staff Attorney - Consumer Job Responsibilities: The Staff Attorney for the Consumer Team is responsible for a range of duties aimed at protecting consumer rights, particularly for clients at risk of losing their homes. The primary responsibilities include: - Interviewing clients to...
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...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and mergers and... acquisitions activities. - Collaborate as part of a multi-disciplinary team to deliver due diligence and tax structuring services,...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and other mergers... and acquisitions activities. - Collaborate as part of a multi-disciplinary team that focuses on delivering due diligence and...
Job Title: Attorney - Estate & Trust, Landlord -... Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft... California-compliant wills, trusts, powers of a...
Title: Elder Law Staff Attorney Job Responsibilities: - Work closely with and report to the Elder Law Practice Group Director, Deputy Directors of Litigation, and Executive Director. - Organize and participate in community outreach events, training, and community education events. - Be familiar with...
Title: Bilingual in Spanish Certificated Paralegal Legal Assistant Job Responsibilities: - Handle sensitive information with discretion and confidentiality - Answer phones, schedule appointments, check incoming text messages, and process daily mail - Prepare and maintain paper and electronic case files...
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...
or Senior Manager, Real Estate Deals & Transactions Job Responsibilities: -... global private equity real estate investments, including strategic mergers,... acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). - Draft tax opinions, memos, structure decks, and Excel models illustrating tax benefits of...
or Senior Manager, Real Estate Deals & Transactions Job... Senior Manager in Real Estate Deals & Transactions will... global private equity real estate investments, which encompasses strategic... mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). This includes drafting...
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...
with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into acti...
their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified leads... generated by the Lead Generation Department into active Strategic Partners through consultative selling and expertise demonstration. 3. Maintain and grow assign...
positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Convert qualified leads... generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned client...
relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner Conversion:... Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
their clients, positioning law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Meet with qualified... leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expert...
operations within a boutique estate planning law firm. Key... duties include: - Scanning, printing, and copying documents. - Managing mailing tasks. - Assisting with various administrative tasks as needed to ensure smooth office operations. Education and Experience Information: The text does not specify any particular...
Title: Litigation Paralegal Job Responsibilities: - Support attorneys in complex litigation matters, ensuring all necessary documentation and information are prepared and organized. - Assist in case management and maintenance, including filing documents with the court and managing deadlines in accordance with Court Rules. -...
leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This role emphasizes managing tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and exploring consulting opportuniti......
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
law firm seeks an Estate Planning Attorney with at... clients' lives while advancing your career in a supportive and collegial with clients to understand their goals and provide practical and review estate planning documents, including wills... and trusts....