loans for, generally for tax relief and property buyout... 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...
loans for, generally for tax relief and property buyout... 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...
loans for, generally for tax relief and property buyout... 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...
Growing real estate law firm is looking... for an associate attorney to join our dynamic and engaging Columbus Assessment Recovery group that offers a tremendous opportunity for long term advancement and professional development opportunities. This position regularly handles matters related...
Job Title: Estate & Tax Planning Associate Job... Responsibilities: - Engage in estate and tax planning, trust... planning. - Handle gift and estate tax matters, including the... preparation of Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs), Irrevocable Life Insurance Trusts...
Senior Associate, Family Office Tax Practice Job Responsibilities: -... Provide comprehensive tax compliance and consulting services... partnership, closely held corporations, estate, and gift workpapers and... tax returns. - Research tax... planning opportunities to help... clients retain and/or grow wealth, enabling...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
- Family Law or Estate Planning Probate Real Estate Job... Responsibilities: - Provide knowledgeable, compassionate,... in Family Law or Estate Planning/Probate/Real Estate matters. - Manage... cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education and Experience Information: - Minimum Education: ....
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,...
Senior Associate Attorney - Estate Planning & Elder Law Job... advisor to clients navigating estate planning, elder law, trust... responsibilities include: - Leading client meetings and recommending thoughtful, customized estate and elder law strategies. -... Independently managing a caseload with accountability and professional...
to guide them through estate planning processes. - Draft and... review wills, trusts, powers of attorney, and other legal documents. - Educate clients on their options and assist them in making informed, empowered decisions. - Collaborate with the team to continuously improve and...
legal matters related to estate planning, trust administration, and... provide exceptional legal guidance with compassion and clarity. Although no prior estate planning experience is necessary,... the Associate Attorney will receive full training and direct mentorship from a Partner to effective...
civil litigation, trust litigation, estate planning, probate, and bankruptcy.... Key duties include: - Meeting with clients to discuss their cases and legal needs. - Reviewing case files and relevant documents to understand the details and prepare for legal proceedings. - Conducting legal research...
coverage litigation. Experience in Estate Planning, Probate Administration, and... Injury is considered a plus. - Conduct analysis of estate and trust documents, engage... in motion practice, manage written discovery, and conduct depositions. - Demonstrate solid familiarity with the rules of civil procedure...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Title: Staff Attorney, Community & Economic Development Program Job Responsibilities: The Staff Attorney in the Community & Economic Development (CED) Program will be part of a diverse and collaborative team of transactional CED attorneys working to defend community institutions and small...
Job Title: Tax Associate Attorney (Energy) Job Responsibilities: The... Tax Associate Attorney will be... and applying federal income tax principles. - Working with partnership... Providing legal assistance on energy-related matters, including energy tax credits. - Collaborating with a... team of over 125 attorneys...
Job Title: Tax Senior Manager - Real... Estate/Other Job Responsibilities: Tax Strategy and Engagement... Develop and implement comprehensive tax planning strategies for clients... financial objectives and minimize tax liabilities. - Analyze complex tax... scenarios, including mergers and... Manage a portfolio of tax engagements, supervise tax staff,......
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney in the civil litigation domain is primarily responsible for protecting the elder and vulnerable adult population in California from abuse and neglect. This role is positioned within the Division of Medi-Cal...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and asset protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
be responsible for managing estate administration matters for both... taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients through various communication channels such as in person, phone, email, and video conferencing. - Drafting, editing, and reviewing...
Estates Job Responsibilities: - Work on estate administration matters for both... Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. -... Prepare, edit, and review estate tax ret...
is responsible for handling estate administration matters for both... taxable and non-taxable estates. Key duties include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and administration-related...
assisting multiple attorneys in estate administration matters, including both... taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing - Drafting, editing, and reviewing probate and administration-related...
position involves working on estate administration matters for both... taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and administration-related...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Estates Job Responsibilities: - Work on estate administration matters for both... Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. -... Prepare, edit, and review estate tax ret...
of tasks related to estate administration for both taxable... and non-taxable estates. Key responsibilities include: - Interacting with a diverse range of clients through various communication methods including in-person meetings, phone calls, emails, and video conferencing. - Drafting, editing, and reviewing probat...
assist multiple attorneys in estate administration matters for both... taxable and non-taxable estates. The responsibilities of this role include: • Interacting with a wide variety of clients in person, on the phone, via email, and through video conferencing. • Drafting, editing, and...
of responsibilities associated with estate administration for both taxable... and non-taxable estates. Key duties include: - Interacting with a diverse range of clients in person, by phone, via email, and through video conferencing. - Drafting, editing, and reviewing probate and administration-related documents. -...
be responsible for handling estate administration matters for both... taxable and non-taxable estates. The key duties include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... of tasks centered around estate planning and trust administration.... Key duties include: - Engaging with clients, trustees, and family members to draft and refine legal documents such as trusts, wills, powers of...
assist multiple attorneys with estate administration matters for both... taxable and non-taxable estates. The core responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and...
administrative and legal functions related to client estates, estate planning, and trust accounting.... The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary... income tax returns. - Mainta...
Job Title: Estate Administration Paralegal Job Responsibilities: - Provide... tax returns and federal estate and gift tax returns. -... trust accountings and oversee estate administration tasks. - Utilize strong... analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills...
Title: Regional Ombudsman - Client Advocate Job Responsibilities: The Regional Ombudsman, working under the title of Client Advocate at the **Members Only**, is tasked with providing professional advocacy and client resource services for individuals with developmental disabilities, mental illness, and substance use disorder....
Title: Staff Attorney, Community & Economic Development Program Job Responsibilities: The Staff Attorney for the Community & Economic Development (CED) Program at **Members Only** is tasked with providing comprehensive transactional legal services to a variety of clients, including nonprofit community...
phases of commercial real estate transactions, including purchase and... wide range of real estate documents such as contracts,... loan documents, title and survey objections, easements, and closing documents. - Conduct and oversee due diligence, including title and survey review, zoning analysis,...
Attorney - Transactional Team Job Title Associate Attorney - Transactional Team Job Responsibilities - Draft, review, and negotiate contracts, purchase agreements, operating agreements, and other corporate documents. - Assist clients with business formations, mergers and acquisitions, corporate governance, and compliance matters. - Conduct legal research and...
Title: Attorney Job Responsibilities: - Draft, review, and negotiate a variety of agreements - Support corporate governance, including maintaining legal entity records and filings - Liaise with outside counsel as needed Education and Experience Information: The position is open to both licensed attorneys and paralegals. This...
Title: Business and Real Estate Associate Attorney Job Responsibilities: The Associate... the business and real estate transactional practice at the... law firm, primarily involved in: - Forming LLCs, Corporations, and other business entities - Drafting operating agreements and corporate governance documents - Drafting and reviewing...
Job Title: Real Estate Paralegal Job Responsibilities: The Real Estate... Paralegal is responsible for... responsibilities include: - Reviewing real estate contracts for completeness and... noting critical elements such as deadlines, closing cost credits, home warranty information, pest inspections, and post-closing possession terms. - Highlighting...
Litigation Associate Job Title: Commercial Litigation Associate Job Responsibilities: - Research and analyze complicated legal issues efficiently. - Draft motions, discovery requests/responses, briefs, and legal correspondence with minimal supervision. - Manage all aspects of discovery, including taking and defending depositions. - Advance case progress, manage multiple...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership... in Tax Compliance and Oversight: - Oversee... and review of advanced estate, gift, and trust tax... returns (Forms 706, 709,... on accuracy and strategic tax optimization. - Ensure that all... federal, state, and local tax regulations, while proactively addressing... tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax... and review of advanced estate, gift, and trust tax... returns (Forms 706, 709,... federal, state, and local tax regulations. - Resolve complex technical... tax issues and maintain high-quality... standards in all deliverables. Tax...
Job Title: Tax Managing Director, Alternative Investments Job... Responsibilities: The Tax Managing Director in the... is responsible for providing tax compliance and consulting services... Hedge Fund, and Real Estate. Key responsibilities include: Tax Compliance: -... authorities while minimizing their tax and reporting burdens. - Making......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... professional experience to deliver tax compliance and consulting services... This role emphasizes managing tax and consulting engagements, demonstrating... and addressing client needs, tax planning, and exploring consulting......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... technical, business development, and people skills to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements ......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information necessary for preparing tax returns. - Develops an understanding... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...
law firm seeks an Estate and Tax Planning Associate... sophisticated legal solutions in estate and tax planning, trust... administration, and business succession planning for high-net-worth in estate and tax planning, trust... administration, and business succession SLATs, IDGTs, ILITs,...
