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: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will work within... the Trust & Estate Group of the law... needs of clients in estate planning and administration. Responsibilities... include: - Designing customized estate plans, including wills, trusts,... and transfer. - Engaging in estate, income, and...
of responsibilities that include, but are not limited to: - Providing legal advice and services related to trusts and estates. - Engaging in meticulous drafting of legal documents relevant to estate planning and taxation. - Developing... and maintaining client relationships, ensuring client d...
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:...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
include: - Handling a caseload with a working knowledge of family law, estate planning, guardianship, and probate. -... Demonstrating compassion, drive, and the ability to be a self-starter capable of multi-tasking. - Engaging in trial activities, as family law and trial experience ar...
support to attorneys in estate planning and the administration... working knowledge of the procedural rules governing estate and trust administrations. - File... pleadings in state court systems, adhering to specific court requirements. - Collaborate with various departments within a mid to large-s...
to supporting attorneys in estate planning and administration. The... key duties include: - Managing the day-to-day schedules of attorneys, which requires a proactive mindset and the ability to anticipate needs. - Creating, editing, and proofreading documents to ensure accuracy and compliance...
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....
Job Title: Trust and Estate Coordinator Job Responsibilities: The Trust and... Estate Coordinator will play a... crucial role in supporting the law firm's Private Wealth Services practice group and Bequest Revenue program. The responsibilities include, but are not limited to, the following: -...
as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to...
as the primary Wealth Planning expert and resource for... Provide professional consulting and advisory services to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique fa...
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...
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...
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...
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: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence. - Manage case files and deadlines to ensure timely progress of cases. - Communicate with clients to keep them updated on their cases, address their questions or concerns, and encourage...
Title: Personal Assistant to Executive Job Responsibilities: The Personal Assistant will work directly with the managing attorney and management on a variety of personal and professional tasks as assigned. The primary responsibilities include: - Calendar Management: Organizing and managing the schedule of the...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
inbound leads into premium estate planning clients. The role... requires conducting powerful consultative sales calls with executives, professionals, and affluent families, guiding prospects through premium service offerings with clarity and confidence. The representative must maintain an aggressive, disciplined follow-up ca...
Title: Paralegal/Case Manager Job Responsibilities: - Assist attorneys in drafting pleadings, discovery, and correspondence - Manage case files and deadlines - Communicate with clients to ensure they are updated, actively participating in their matters, and have their questions or concerns answered promptly - Conduct legal...
Title: Family Law Associate Attorney Job Responsibilities: - Manage a caseload of family law matters, including divorce, child custody, and support cases. - Conduct legal research utilizing tools such as LexisNexis and Westlaw to support case strategies. - Draft legal documents, pleadings, motions, and...
and implements complex tax, estate, and financial plans for... clients, collaborating with other planning resources on specific subject... matters and partnering in the acquisition of new clients. - Conducts and reviews research to develop tax, estate, and financial analyses and... plans....
on, and implements tax, estate, and financial plans for... complexity. - Collaborates with other planning resources on specific subject... acquisition of new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research as appropriate and develops tax, estate, and financ...
consulting on, and implementing tax, estate, and financial plans for... clients, especially those with the greatest complexity. The role involves collaborating with other planning resources on specific complex... subject matters and partnering in the acquisition of new clients, as well...
Title: Private Banker - Executive 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 and acquire new assets, both...
Title: Associate - Global Transportation Finance Job Responsibilities: The successful candidate will join the Global Transportation Finance team, handling complex international and domestic transactions. Responsibilities include: - Working closely with shareholders and participating in business development and client-facing activities. - Representing major banks, leasing...
Title: . 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 and...
Job Title: Probate / Estate Planning Paralegal Job Responsibilities: The Probate... / Estate Planning Paralegal plays a... attorney with Guardianship or Estate Planning matters from inception... to conclusion. The paralegal is primarily responsible for ensuring that these matters progress efficiently, while also...
Job Title: Probate/Estate Planning Paralegal Job Responsibilities: As a member... law firm, the Probate/Estate Planning Paralegal plays a crucial... management of probate and estate planning matters. The primary... responsibilities... include: - Acting as a helpful and confident first point of contact for prospective...
Job Title: Estate Planning & Probate Paralegal Job... Responsibilities: The Estate Planning & Probate Paralegal... is responsible for supporting the legal team in the preparation and administration of wills, trusts, and estates. legal documents related to estate planning, including wills and......
Job Title: Estate Planning Attorney Job Responsibilities: - Lead... clients through the entire estate planning process, from client... documents. - Draft and review estate planning documents, including wills,... expert legal advice on estate tax strategies, probate procedures,... and asset transfer methods to optimize...
high-quality legal services in estate planning, estate and gift... taxation, estate and trust administration. The... role involves working closely with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The Senior Associate will collaborate with...
Provide legal services in estate planning, estate and gift... taxation, estate and trust administration, and... related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who is Florida Bar...
Title: Private Client Trusts & Estates Associate/Senior Associate Job in high-net-worth trust and estate planning and administration - Knowledge... laws - Experience with domestic estate planning, including succession planning,... lifetime giving, estate and income taxation issues,... charitable giving - Estate planning for retirement assets......
Focus on pre-immigration tax planning for clients - Draft domestic... and foreign trust instruments for international clients, with a priority on the latter - Handle cross-border investments, including the formation, oversight, and reorganization of complex international structures - Ensure compliance with international information...
Title: Counsel, Spaceport Infrastructure Job Responsibilities: The position of Counsel, Spaceport Infrastructure involves providing expert legal guidance on various aspects related to the development of infrastructure at the spaceport, including Cape Canaveral and Kennedy Space Center, among other locations. Key responsibilities include: -...
the efficient administration of estates, trusts, and related legal processes. The key responsibilities include: - Drafting and filing probate petitions, notices, estate inventories, accountings, and other... related legal documents with courts and administrative agencies. - Filing documents with the court and monitorin...