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...
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...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support - Provide comprehensive administrative support to attorneys - Manage attorney calendars, including scheduling client meetings, closings, hearings, and deadlines - Coordinate appointments with clients, lenders, courts, and third parties - Answer phone calls and...
Job Title: Trust and Estate Coordinator Job Responsibilities: The Trust and... Estate Coordinator will support the... law firm's Private Wealth Services practice group and the Bequest Revenue program, while also interacting with clients. Key responsibilities include: - Supporting the national Bequest Revenue Program...
thorough verification of ownership and identification of any encumbrances. - Quality check title grade sheets to ensure completeness of documentation. - Abstract and analyze various legal instruments including deeds, deeds of trust/mortgages, easements, judgments, tax assessments, and mineral reservations. -... Determine insurability r...
Responsibilities: - Counsel clients on estate planning, wealth transfer, and... tax matters. - Draft and implement... estate planning documents, including wills,... trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and...
Job Title: Estate Planning Attorney Job Responsibilities: - Provide... legal advice relating to estate planning, tax and transfer... high net-worth individuals in estate planning matters. - Manage trust... and estate administration. - Demonstrate business development... experience, including maintaining and expanding a meaningful portable book...
Job Title: Estate Planning Attorney Job Responsibilities: - Work... families to create thoughtful estate plans - Draft and review... wills, trusts, powers of attorney, and other planning documents - Offer clear, compassionate guidance on Medicaid and planning strategies - Serve as a trusted advisor to...
the following areas: - Estate Planning and Trust Administration... - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury, or other areas - General Florida Law The role involves: - Engaging in meaningful...
Job Title: Trust & Estate Attorney Job Responsibilities: The Trust &... Estate Attorney will be responsible... for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential...
Associate Attorney - Real Estate Job Responsibilities: The Associate Attorney will... of private equity real estate and finance transactions. This... role involves structuring and documenting joint ventures, acquisitions, dispositions, and financings across various asset classes, capital stacks, and ownership structures. Key responsibilities...
Associate Attorney - Real Estate Job Responsibilities: The Associate Attorney will... of private equity real estate and finance transactions. Key... responsibilities include: - Structuring and documenting joint ventures, acquisitions, dispositions, and financings across various asset classes, capital stacks, and ownership structures. - Drafting, reviewing,...
Associate Attorney - Real Estate Job Responsibilities The Associate... of private equity real estate and finance transactions. This... includes: - Structuring and documenting joint ventures, acquisitions, dispositions, and financings involving various asset classes, capital stacks, and ownership structures. - Drafting,...
Tax Manager Job Responsibilities Client Engagement &... for clients. - Provide proactive tax planning and advisory support... tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build and service and responsiveness. - Identify tax-saving opportunities and strategic planning......
Title: Associate Attorney - Connecticut Bar Job Responsibilities: In this role, the Associate Attorney is expected to: - Provide status updates, legal analysis, and legal strategy recommendations to clients. - Handle a caseload, including all aspects of matters from assignment to conclusion under the...
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:...
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...
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,...
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...
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...
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...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
members of the Real Estate, Treasury, and Corporate Governance... teams at the company. The role involves: - Supporting internal clients and assisting attorneys in real estate matters, including drafting leases,... lease amendments, purchase and sale agreements, and other ancillary real es...
other members of the Real Estate, Treasury, and Corporate Governance... & Securities teams. The role includes managing requests for guidance from real estate professionals and preparing documents... related to various corporate transactions. Key responsibilities include supporting internal clients and as...
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: Senior Wealth Strategist Job Responsibilities: - Serve 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...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. - Provide professional consulting and advisory services to clients through the development, delivery,...
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... subject matters of greatest complexity and partners in the acquisition of new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research as appropriate and develops tax, estate, and financ...
Title Senior Wealth Strategist - **Members Only** Job Responsibilities As a Senior Wealth Strategist within the Private Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for... clients, especially those with...
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...
Job Title: Estate Attorney Job Responsibilities: The Estate Attorney... responsible for providing comprehensive estate planning services to clients,... patience, and compassion through various legal processes, including: - Estate Planning: Assist clients in... setting up wills, trusts, and other estate planning tools to ens......
Job Title Real Estate Transactions Paralegal Job Responsibilities The Real... Estate Transactions Paralegal at the... experience with commercial closings, lender-side financing transactions, and related corporate work. The paralegal will assist with various aspects of commercial real estate transactions, including: - Managing closing... checklists a...
in the areas of estate planning, estate and gift... taxation, estate and trust administration, and... related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to...
Job Title: Int'l Tax and Private Wealth Services... Responsibilities: - Focus on pre-immigration tax planning for clients - Draft... investments, including the formation, oversight, and reorganization of complex international structures - Ensure compliance with international information returns, streamline filings, and withholding tax regulations Edu...
complex domestic and international estate planning. - Handle related income,... partnership, and tax planning for clients. - Provide... families. - Collaborate with clients to create effective wealth management strategies. - Stay updated on relevant legal trends and changes in estate planning laws and r......
Job Title: Mid-Level Estate Planning Attorney Job Responsibilities: - Join... the Estate Planning Practice Team at... law firm. - Handle complex estate planning matters, including trusts,... wills, estates, and tax-related planning. - Advise high-net-worth individuals... on sophisticated estate, tax, and transfer planning. -... Develop... business...
Job Title: Estate Planning and Probate Attorney Job... Drafting Documents: Prepare legal documents related to estate planning. - Client Meetings: Meet... with clients to execute documents and discuss legal matters. - Legal Assistance: Provide support with other legal matters as needed. Education and Experienc...
expert advice on tax-oriented estate and trust planning, family... office structure, wealth management, and business succession planning. This role offers an opportunity for growth within a thriving clients on estate and trust...