Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... providing legal expertise in estate and tax planning, trust... in a Family Office setting, to meet their specific estate and tax planning needs.... Key responsibilities include: - Developing...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: The Estate & Tax Planning Associate... variety of tasks including estate and tax planning, trust... background in gift and estate tax matters, which includes... the preparation of Spousal Lifetime Access Trusts (SLATs), Intentionally...
Associate Attorney, Tax & Estate Planning Job Responsibilities: - Work on... advanced estate and income tax planning... of foundational and advanced estate planning documents. - Meet with... trusts. - Conduct research on estate planning and other tax... issues. - Evaluate and coordinate/update... template documents, letters,...
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 & Business Succession Planning... Attorney Job Responsibilities: The Estate & Business Succession Planning... business owners. The attorney will: - Advise clients on strategies related to estate, gift, and generation-skipping transfer... (GST) taxes. - Develop and implement comprehensive business succession plans ta...
Job Title: Real Estate & Estate Planning Attorney Job... all aspects of real estate closings, including contract review,... due diligence, title review, clearing issues, document preparation, settlement statements, and funding. - Advise clients throughout the transaction and communicate clearly with buyers/sellers, agents,...
while maintaining direct client contact. - Engage in civil litigation, including handling motions, discovery processes, depositions, hearings, and gaining trial exposure as needed. - Conduct business and real-estate transactions, involving entity work, contracts, and closings. - Participate in estate planning and probate administrat......
areas of law including business law, personal injury, probate, estate planning, real estate, or... family law. The role demands a hard-working, self-motivated, and organized individual who can maintain a positive attitude and demonstrate a genuine desire to help others. The...
Title: Colorado Associate Attorney Job Responsibilities: The Colorado Associate Attorney position at the law firm entails a diverse set of responsibilities primarily aimed at providing high-quality legal services to clients. The attorney will be expected to: - Lead with integrity, compassion, and curiosity...
Job Title: Trust & Estate Attorney Job Responsibilities: - Advise clients... on estate planning strategies, including tax... family goals. - Draft comprehensive estate planning documents, including wills,... attorney. - Manage trust and estate administration matters, including asset... and state gift and estate tax returns. - Represent clients......
Job Title: Estate Planning Attorney - 4... (Salary plus bonus) Position Summary: The Estate Planning Attorney is responsible... conduct consultations and analyze estate plans. The attorney will... ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for...
Job Title: Domestic Estate Planning Associate Job Responsibilities: The Domestic... Estate Planning Associate will join... the Private Client and Tax team at the law... client practices, trust, and estate administration/planning. This includes advising... wealth structures and drafting estate planning documents. - Conducting tax... analysis, estate administration, and tr...
Job Title: Estate Planning/Probate Attorney Job Responsibilities: - Conduct... client consultations to assess estate planning needs - Draft and... review estate planning documents, including Wills... and Revocable/Irrevocable Trusts - Assist with trust administration and probate aspects of probate and estate administration, including intestate and......
educate potential clients on estate and financial planning options. -... in taking appropriate actions. - Design and review individualized estate plans to ensure they... align with client goals. - Lead document signing appointments, clearly explain plans, and address client questions. - Collaborate with attorneys...
a full-time caseload of estate planning and probate &... draft, review, and finalize estate planning documents, including but... not limited to Trusts, Wills, and Powers of Attorney. - Advise fiduciaries in probate & trust administration cases. - Participate in and lead client...
Job Title: Estate & Business Succession Planning... Responsibilities: - Advise clients on estate, gift, and generation-skipping transfer... (GST) tax strategies. - Develop and implement... businesses. - Structure and draft estate planning documents, including complex... trusts such as GRATs, ILITs, SLATs, and IDGTs. - Coordinate...
Associate Job Responsibilities: - Engage in estate planning, administration, and trust... analysis, and drafting of estate and tax plans. - Administer... estates. - Prepare and review tax returns. - Engage in fiduciary... litigation. - Participate in charitable planning. - Plan for family-owned and privately held businesses. - Work...
Job Title: Trusts and Estate Planning Attorney Job Responsibilities: - Advise... and families on comprehensive estate planning strategies. - Draft and... implement estate planning documents, including wills,... trusts. - Preserve governmental benefits for elderly or disabled individuals. - Coordinate estate plans with l...
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,...
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.......
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...
Job Title: Estate Planning Attorney Job Responsibilities: -... of mind regarding their estate plans. - Build and... life decisions related to estate planning, including wills, trusts,... of attorney. - Provide legal advice and strategies to help clients achieve their estate p...
the area of trust, estate, and wealth preservation. The... to manage client relationships directly and handle complex estate planning and drafting for... clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with... taxable estates. - Facili...
Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, your primary responsibilities will include: - Collaborating with the team onsite in a manner that is both efficient and aligns with the firm's systems, processes, and deadlines. - Meeting and communicating...
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....
be part of the Tax Trusts & Estates Division.... responsibilities include engaging in estate planning, probate, and trust... administration. The role involves drafting legal documents and conveying complex legal concepts clearly. The attorney will work with individuals, executives, families, closely-held...
Title: Experienced Probate and Estate Planning Attorney Job Responsibilities: - Represent... petitions, wills, powers of attorney (POAs), deeds, PB64 tax forms, and advance directives. -... Provide thorough legal analysis and advice, aligning with clients' best interests while maintaining a professional and positive de...
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...
Job Title: Attorney Estate Planning & Probate Job Responsibilities: -... and oversee trust and estate planning matters, including drafting... wills, trusts, and other related aspects of probate and estate administration to ensure compliance... on matters related to estate planning, wealth preservation, and......
Job Title: Attorney Estate Planning & Probate Job Responsibilities: -... and oversee trust and estate planning matters, including drafting... wills, trusts, and other related aspects of probate and estate administration to ensure compliance... on matters related to estate planning, wealth preservation, and......
Job Title: Estate Planning & Elder Law... Attorney Job Responsibilities: The Estate Planning & Elder Law... all major phases of estate planning and elder law,... Zoom, to discuss their estate planning and elder law... needs. - Drafting estate planning documents utilizing HotDocs... and...
guidance to clients concerning estate planning, special needs planning,... clients to develop personalized estate plans that align with... their objectives, ensuring the protection and appropriate distribution of their assets. - Exhibit passion for serving and guiding geriatric and special needs populations. -...
Job Title: Estate Planning Attorney Salesperson Job Responsibilities: -... Conduct estate planning strategy consultations with... needs and present tailored estate planning solutions. - Confidently ask... potential clients to commit to their decision and onboard them without firm intervention. - Overcome client objections with professionalism...
Job Title: Estate and Trust Administration Attorney Job... Responsibilities: The Estate and Trust Administration Attorney... be responsible for managing estate (Probate) and trust administrations.... client consultations and drafting estate planning documents. The attorney... of mind through thoughtful estate planning. The role requires......
Job Title: Estate Planning & Probate Associate Job... Responsibilities: The Estate Planning & Probate Associate... within the law firm's Estate Planning & Probate Group.... include: - Drafting customized estate planning documents tailored to... individuals on gift and estate planning strategies. - Providing... estate...
wide range of legal issues, including estate planning, probate, real estate,... business formation, and litigation.... The attorney will provide legal services throughout the state, with a focus on the Magnolia, Queen Anne, and Ballard communities. The role involves engaging in...
Offer tailored legal advice on estate plans and strategies. - Engage... in special projects related to asset protection and business planning. Document Drafting and Review: - Draft estate planning documents for clients,... ensuring accuracy and compliance with laws. - Review documents submitted online, providin...
custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans, and related court documents. - Advise clients and draft legal instruments in estate planning such as wills,... trusts (revocabl...
in the practice areas of estate planning, business planning, elder... law, probate matters, and trust administration. Key responsibilities include: - Drafting estate planning documents - Preparing guardianship... and conservatorship pleadings - Preparing deeds - Preparing business planning documents - Preparing pleadings for decedents' estates - Assistin...
caseload of Probate, Trust, Estate Planning, and Conservatorship matters... from beginning to end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement: Lead strategy sessions and maintain proactive, empathetic communication with clients. -...
focus on probate and estate planning. The key responsibilities... intake and developing client relationships. - Creating wills, trusts, and related estate planning documents. - Drafting documents... related to probate and trust administration. - Preparing probate and trust litigation petitions and discovery documents. -...
aspects of family law, estate planning, and probate law,... with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and rules affecting family law. - Deliver excellent presentations and communication in court and...
services in family law, estate planning, and probate law,... with a focus on high asset and highly complex cases. Key responsibilities include: - Demonstrating substantive knowledge concerning statutes, regulations, and rules affecting family law. - Delivering excellent presentations and communication in...
Title: Associate Attorney Job Responsibilities: - Manage numerous active cases from intake through resolution with minimal oversight. - Communicate directly with clients and opposing counsel to facilitate case progress. - Support senior attorneys in litigation practice, including conducting discovery, hearings, and trials. - Collaborate with...
Title: Experienced Family Law Attorney Job Responsibilities: - Assist in providing competent legal advice to family law clients under the guidance of senior attorneys, including participation in hearings, settlement negotiations, and mediations. - Support and gradually take ownership of various phases of litigation,...
Title: Associate Attorney Job Responsibilities: - Draft clear and precise legal documents including pleadings, motions, memoranda, and correspondence tailored to various practice areas. - Assist senior attorneys with case preparation by managing case files, corresponding with clients, scheduling consultations, and appointments. - Provide support...
such as family law, estate planning, probate, civil litigation,... and employment law. The attorney may also contribute to expanding the firm's practice into new areas of specialty. The candidate should be experienced and comfortable handling cases in more than one...
Title: Associate Attorney Job Responsibilities: - Conduct comprehensive legal research using Westlaw. - Draft and review legal documents, including pleadings, contracts, and memoranda with precision and clarity. - Conduct discovery, including written discovery and depositions. - Manage a caseload across diverse practice areas. - Assist in...
law firm seeks an Estate and Tax Planning Associate... have extensive experience in estate and tax planning, trust... administration, and business succession planning, working with high-net-worth in estate and tax planning, trust... administration, and business succession SLATs, IDGTs,...