Job Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic... Estate Planning Associate will join... private client practices, trust, and estate administration/planning. This includes advising... clients on complex wealth structures and drafting estate planning documents. - Conducting tax... analysis, estate administration, and tr...
Job Title: Estate Planning Strategist - Executive... and analyses focusing on estate, gift, and income tax... planning, including executive compensation and... pre-liquidity planning. - Work closely with Financial... Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by...
Job Title: Estate Planning Attorney Job Responsibilities: - Serve... easy for clients to understand. - Draft and Design Estate Plans: Prepare a range... of estate planning documents, from simple... wills to complex tax-saving trusts; training will be provided for the more complex aspects....
clients in matters related to succession planning, tax planning, estate planning, estate and trust... administration, and litigation. Key responsibilities include: - Drafting legal documents such as wills, trust agreements, and powers of attorney. - Managing estate and trust administration processes.......
Drafting and reviewing sophisticated estate planning documents, including Wills... and Trusts - Handling estate and trust administration matters... from inception through completion - Managing probate proceedings and Surrogate’s Court filings - Working directly with partners and clients on substantive legal...
areas include Tax, Real Estate, Elder Law, and Estate... Planning. The successful candidate... will be expected to perform a variety of tasks to support the attorneys and ensure the efficient operation of the office. Key responsibilities include: - Answering phones and...
Title: Legal Assistant/Paralegal Job Responsibilities: The legal assistant/paralegal will be responsible for supporting attorneys in a general practice law firm. Key responsibilities include assisting with estates and estate planning, and handling tasks... related to residential real estate. The candidate will be... expected...
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...
Title: Mid-Level Commercial Real Estate Associate Job Responsibilities: As a mid-level... Commercial Real Estate Associate, you will be... a wide spectrum of commercial real estate matters. - Structuring and executing... acquisitions, dispositions, and financings across various asset classes such as office, retail, logistics,...
Title: Supervising Attorney, Emergency Response Team (ERT) Job Responsibilities: The Supervising Attorney for the Emergency Response Team (ERT) is responsible for overseeing the day-to-day operations of the program within their assigned office. This role requires a commitment to addressing urgent issues of...
professional and courteous. - Answer phone calls and emails, providing support for day-to-day office operations to maintain a smooth workflow. - Assist in real estate closings by coordinating necessary... documents, facilitating communication with agents, lenders, and title companies, and tracking important de...
Job Title: Estate Administration Attorney Job Responsibilities: - Oversee... the full range of estate administration tasks, including probate,... regarding the probate process, estate planning, trust administration, and... estate tax. - Draft and file... court filings related to estate matters. - Represent clients in... probate...
clients in the areas of succession planning, tax planning, estate planning, estate and trust... administration, and litigation. Key responsibilities include: - Advising clients on trust and estate planning to ensure efficient... management and transfer of assets. - Managing estate and trust...
preparing, reviewing, and interpreting estate planning documents such as... determine the course of action required to administer estates and trusts. The paralegal will also be responsible for accurately preparing court forms for estate and trust administration, guardianships,... and related matter...
Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to... each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters...
Draft and refine complex estate planning instruments, including wills,... revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including... probate matters, fiduciary accounting,...
Financial Markets & Real Estate - Transactions, CLO Manager... Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with a...
Title: Agency Attorney Job Responsibilities: The Agency Attorney at the **Members Only** plays a crucial role in the Legal unit, handling various legal issues related to CPLR Article 78 proceedings, pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution...
complex initiatives in trust and estate matters, investment management, wealth... transition, and financial planning. - Meet or exceed annual... business development objectives for the market. - Act as a key participant in large-scale planning for Fiduciary Advisory. - Review... and analyze complex tru...
Title: Litigation Paralegal Job Responsibilities: The Litigation Paralegal will play a crucial role in supporting the legal team at a personal injury law firm. The responsibilities include assisting attorneys with all phases of personal injury litigation, such as case preparation, discovery, and...
legal matters, including Medicaid, estate planning, and government benefit... eligibility. - Advocate for the rights and best interests of clients with special needs, ensuring they receive the support and resources they need to thrive. - Collaborate with clients, caregivers, and relevant stakeholders...
. 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...
compliance and litigation, as well as commercial real estate transactions and land use... and development. Key responsibilities include: - Advising clients on federal and state environmental regulations such as CERCLA, CAA, RCRA, ECL, SEQRA, and NAV. - Representing clients in environmental litiga...
limited to CERCLA, CAA, RCRA, ECL, SEQRA, and NAV. - Represent clients in matters involving environmental litigation, permitting, and regulatory compliance. - Structure, negotiate, and close complex commercial real estate transactions, encompassing acquisitions, leasing,... and development. - Lead environmental due diligence for merger...
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...
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...
experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically review and monitor all estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine d...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: . Private Bank - Tax Strategist - Vice President/Executive Director Job Responsibilities: - Engage directly with clients and prospects who have complex tax and wealth structuring situations, working alongside their primary private banking coverage team and external advisors to develop bespoke...
and trusts. - Preparation of estate and gift tax returns. -... Preparation of private foundation returns. - Preparation of estate and gift tax calculations... for estate planning matters. - Perform tax... research. - Computation of trustee’s and executor’s commissions. - Calculation of unitrust and annuity payments...
Title: Managing Attorney Job Responsibilities: The Managing Attorney is a pivotal leadership role within the law firm, responsible for overseeing legal operations and ensuring the delivery of high-quality legal services. Key responsibilities include mentoring, supervising, training, and managing staff involved in legal...
Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for various clients, including senior living, healthcare, and restaurant/building owners. - Assist in product liability defense...
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for a diverse range of clients, including senior living facilities, health care providers, and restaurant/building...
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 environmental due diligence for mergers and acquisitions (M&A) and projec...
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 environmental due diligence for mergers and acquisitions (M&A) and pro...
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: The Defense Litigation Associate Attorney in the Medical and Life Sciences department is responsible for supporting the defense of general and premises liability matters for a diverse range of clients,...
Title: Experienced Attorney - Environmental Law Job Responsibilities: The Environmental Attorney at the law firm will have a comprehensive range of responsibilities that include: - Advising clients on federal and state environmental regulations, specifically laws such as CERCLA, CAA, RCRA, ECL, SEQRA, and...
Job Title: Attorney - Estate Planning and Elder Law Job... Responsibilities: As an Estate Planning and Elder Law... Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings,...
Job Title: Estate Planning Paralegal Job Responsibilities: The Estate... Planning Paralegal at the... responsible for managing multiple estate planning and estate administration... files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists, and procedures to...
be to handle real estate matters. Additionally, the Paralegal... also be involved in estate planning and managing estates.... The position requires flexibility, as the candidate may need to fill in different roles throughout the office as needed. The ideal candidate...
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: 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: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... unique needs through customized estate planning. This includes designing... wills, trusts, beneficiary designations, and other essential documents to transfer and protect assets. The attorney will also...
Job Title: Trust & Estate Attorney (Several Openings) Job... Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
firm seeks a Domestic Estate Planning Associate to join... wealth transitions with clear, creative, and enduring estate planning a full... range of private client practice and trust and estate on complex wealth... structures and draft estate planning documents....