and file documentation necessary for the appointment of fiduciaries and the allowance of wills. - Assist with the estate planning process, including gathering... information, drafting documents, and conducting signing appointments. - Assist with trust funding, including form completion, coordination with financial advis...
tax compliance for highly complex accounts, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. - Develop and maintain advanced tax planning strategies for high-net-worth clients. -... Serve as a significant resource for other staff members...
of corporate and/or real estate law, strong drafting skills,... skills and the ability to work in a fast paced environment. Responsibilities & Accountabilities: Draft documentation for various corporate transactions, including financings, acquisitions, dispositions and real estate. Draft resolutions, votes, certifica......
specializing in corporate, finance, real estate and business succession planning.... Draft documentation for various corporate transactions, including financings, acquisitions, dispositions and real estate. Draft resolutions, votes, certificates... and other corporate documents, review contracts, and provide correspondence to clients and othe...
range of responsibilities in estate planning. The primary duties... paralegals in managing estates, funding trusts, preparing necessary documents, and managing client cases. Key functions include: - Preparing and assisting with Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements...
Legal Department. The position will report to the Assistant General Counsel - Securities & Governance and to the Vice President, Corporate Development, Treasury and Real Estate. The primary responsibilities include: -... Assisting in the preparation of Board, Committee, and Annual G...
Title: Paralegal – Real Estate Closings (Probate & Estate... Experience a Plus) Job Responsibilities: -... residential and commercial real estate closings from intake through... post-closing. - Prepare closing packages, settlement statements, HUDs, CDs, deeds, notes, and mortgages. - Communicate with lenders, realtors, buyers, sellers,...
Job Title: Estate Planning Attorney Job Responsibilities: - Oversee... the practice areas of Estate Planning and Elder Law. -... a wide range of estate planning matters, including wills,... Develop and implement comprehensive estate plans tailored to each... client's goals and objectives. - Assist clients...
Seeking Associate Attorney for Estate Planning and Business Planning... Required: 2+ years in estate planning, elder law, probate/trust... administration, and/or corporate commercial transactions. Location: Providence, Rhode Island Hours: Full-time Salary: Competitive and Negotiable, Based on Experience...
Seeking Experienced Probate & Estate Administration Paralegal - Full-time... on-site position with potential for part-time and limited work-from-home options - Women-owned and women-run law firm with a focus on trusts and estates and elder law - Integral and valued member...
Job Title: Estate Planning and Elder Law... Paralegal Job Responsibilities: - Collaborate with clients in developing comprehensive estate plans, including wills, trusts,... documents, including trust agreements, estate administration documents, and guardianship... while demonstrating strong organization, planning, prioritization, and time management......
not only have the best **Members Only** positions, but we also have the most. Corporate Lawyer The candidate is responsible for providing a broad range of legal services for, a business law firm specializing in corporate, finance, real estate an...
We not only have the best **Members Only** positions, but we also have the most. Bequest Paralegal The candidate should have trusts and estates and/or estate settlement experience to join... Bequest Management team. Prepare and open new bequest cases...
firm seeks an experienced Estate Planning and Elder Law... to the firm's growth with their own referral sources and book of workflow in Estate Planning and Elder Law... practice clients on estate planning matters, including wills... and trusts....