and family offices on estate, gift, and generation-skipping transfer... tax matters. - Draft and review... sophisticated estate planning documents, including Grantor... Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs),...
Job Title: Trust & Estate Attorney Job Responsibilities: - Create innovative... estate planning solutions tailored to... clients to develop customized estate plans and planning documents... their families are met with a focus on privacy protection, reduction of income, estate, and other t...
Title: Economic Development Attorney Job Responsibilities: The Economic Development Attorney will support the law firm's growing national economic development incentives practice. This practice is recognized as one of the largest law-firm based incentives practices in the country. The responsibilities include: - Providing legal...
through the probate and estate administration process - Prepare and... Prepare Federal and Pennsylvania estate, inheritance, and gift tax... returns - Coordinate asset transfers,... including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and...
Job Title: Real Estate Associate Attorney Job Responsibilities: - Handle... real estate acquisitions and sales - Represent... leasing matters - Assist with tax assessment and exemption issues -... Support eminent domain and infrastructure-related matters Education and Experience Information: - Active member of the Pennsylvania Bar (New Jersey...
Design and implement advanced estate planning strategies, including dynasty... trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such as aircraft, yachts, ranches, and art collections. - Collaborate...
business owners on advanced estate planning, wealth transfer strategies,... trust administration. - Develop tax-efficient estate and business succession plans,... trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
Job Title: Estate Department Associate Attorney Job Responsibilities: The... primary responsibility of the Estate Department Associate Attorney at... is to support the estate planning and estate administration... include: - Assisting in the preparation and execution of estate planning documents. - Managing estate... administration proce...
of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering Trusts and Estates, including reviewing and drafting necessary Trust and Probate administration documents. - Drafting estate planning documents such as... Wills, Trusts, Powers of...
law, preparing and analyzing paperwork, constructing trust provisions, and participating in sales conferences. - Draft and review Estate Plan documents. - Perform legal... research, prepare for and participate in administrative hearings or other legal proceedings, and provide general counsel under the supervisi...
oversee all aspects of estate planning and probate matters,... guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support staff to ensure consistent delivery of high-quality legal services. - Handle complex probate and estate administration cases in the... Pennsylvani...
through the probate and estate administration process - Prepare and... Prepare Federal and Pennsylvania estate, inheritance, and gift tax... returns - Coordinate asset transfers,... including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and...
Job Title: Paralegal - Estate Planning & Probate Job Responsibilities: -... Prepare and draft estate planning documents, including wills,... phases of probate and estate administration, including preparing petitions,... notices, inheritance tax returns, and fiduciary accountings. -... Manage communication with clients, beneficiaries, financial institutions,...
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within the Corporate... Tax services provides an opportunity... clients in managing their tax obligations while minimizing the... both local and international tax matters, acting as a......
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within the Corporate... Tax services at the company... clients in meeting their tax obligations while managing the... effect of tax on their business operations.... in a constantly evolving tax landscap...
Job Title: Manager, Federal Tax - Asset Management Job Responsibilities: -... including private equity, real estate, and hedge funds. - Act... clients. - Manage teams of tax professionals and assistants working... client projects. - Assess the tax impact on clients due... rules and laws, develop tax arguments to s...
Title: Associate Attorney – Estate Planning & Probate (Pennsylvania) Job... Responsibilities: - Draft and review estate planning documents, including wills,... needs. - Manage probate and estate administration matters in the... Court system, including inheritance tax filings and asset distribution. -... and educational workshops on estate planning and...
Title: General Counsel Job Responsibilities: General Counsel - Draft, review, and negotiate contracts and agreements, including internal business, vendor, client, employment, and other agreements. - Advise firm leadership on corporate governance, entity structuring, and risk management. - Provide legal support...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary obligations of the company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
primary responsibilities include advising nonprofit organizations on tax and corporate matters. The... attorney will engage in tasks such as mergers and acquisitions, and other corporate work related to nonprofit corporations. The role also encompasses the formation of private foundations, adh...
firm seeking Trusts and Estates Associate: Trusts and Estates Associate Opportunity at Boutique Law Firm in Pennsylvania **Members Only**, a well-established boutique law firm specializing in trusts and estates, is currently seeking a full-time associate to join their team...
Job Title: Estate Planning & Administration Attorney Job... in the areas of estate planning and administration. -... - Advise clients on tax implications and strategies related... to estate planning. - Administer estates,... including filing necessary legal documents and managing probate processes....
Title: Associate Attorney - Estate Administration Job Responsibilities: - Conduct research... areas of law, including estate and wealth protection planning,... long-term care planning, estate administration, special needs planning,... estate tax planning, litigation (such... debtor-creditor law), corporations, real estate, and gas and oil......
Join Metz Lewis as a Tax, Trusts and Estates Associate... Attorney in Pittsburgh H2: Dynamic and Growing Practice firm, is seeking a Tax, Trusts and Estates Associate... year of experience in estate planning and individual tax... planning, preferably with high-net-worth......
Job Title: Experienced Estate & Elder Law Associate... law firm, 1+ years Estate Planning and Elder law... experience preferred Location: Blue Bell, is seeking an experienced Estate & Elder Law Associate... Bell, PA. Our boutique estate planning and elder law......
to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents. The associate will draft wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents. Conducting...
Job Title: Experience Estate Planning Attorney Job Responsibilities: - Serve... to clients seeking personalized estate planning and elder law... expertise and counsel in estate planning matters, including wills,... attorney. - Develop and implement estate plans that align with... clients' goals and legal...
Job Title: Estate Planning Attorney Job Responsibilities: - Craft... tailored legal solutions by drafting wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. - Act as a client champion by reviewing documents with clients, providing clear feedback, and ensuring their...
Title: Wealth Protection Planning Attorney Job Responsibilities: - Craft Tailored Legal Solutions: Draft wills, trusts, and ancillary documents using law firm templates and cutting-edge legal software. - Be a Client Champion: Review documents with clients, provide clear feedback, and ensure their plans align...
lending transactions. - Work on matters related to business organization and structure. - Participate in business succession and estate planning. - Involve in business... and commercial litigation. Education and Experience Information: - Recently admitted to the practice of law or about to be admitted. - Ca...
Title: Senior Long Term Care Planning Attorney Job Responsibilities: - Department Leadership: Provide strategic direction and oversight to the Long-Term Care Planning team, which includes planners, care coordinators, paralegals, and legal assistants. Ensure the department aligns with the firm's values of Quality,...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Senior Estate Administration Attorney Job Responsibilities: - Be... legal issues related to estate and wealth protection, long-term... care, estate administration, special needs planning,... estate tax, litigation, corporate law,... real estate, and gas/oil rights. - Craft... with Precision: Draft, review, and file...
& Estates Attorney Job Opportunity at Law Firm in Erie Are you a talented attorney with a passion for Trust & Estates law? **Members Only**, a highly reputable law firm in Erie, is currently seeking an attorney to join our...
Title: Associate Attorney - Trust & Estates Department Salary: Based on experience Experience: 4-7 years **Members Only**, a prominent law firm in Philadelphia, is currently seeking a full-time Associate Attorney with 4-7 years of experience to join our...
trusts. - Identify and marshal estate assets, and perform probate... records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary... accountings... for es...
trusts. - Identify and marshal estate assets, and perform other... financial records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary... accountings......
probate documents and related papers. - Identifying, gathering, and arranging the valuation of a decedent’s assets and administering estates from probate through final settlement. - Maintaining financial records for fiduciary accounting and tax preparation. - Preparing inheritance and... estate tax returns, fiduciary ac......
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
in all aspects of estate administration, including probate proceedings... documents, including petitions, inventories, accountings, and court filings. - Manage the collection, valuation, and distribution of estate assets. - Communicate with clients,... financial institutions, and government agencies regarding estate matters. - Prepare and revie......
PA 15317 Legal Assistant/Paralegal for Estate Law and Elder Law Experience:... paralegal or legal assistant (estate planning or elder law... experience) is a plus but not necessary. Salary: Compensation is based on experience and a competitive benefits package includes 401(k), Paid time off...
TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law... a Legal Assistant/Paralegal in Estate and Elder Law H2:... Assist Attorneys in Estate Law, Elder Law, and... our attorneys in general Estate Law and Elder Law... matters, including Estate Administration/Probate,...
Job Title: Estate Administration Paralegal/Legal Assistant Job Responsibilities: The... Estate Administration Paralegal/Legal Assistant is... responsible for assisting with estate administration cases under the... and related court filings and correspondence as instructed by the supervising attorney. - Preparing and filing inheritance tax and fiducia...
(Preferred) License/Certification: Paralegal degree or certificate? (Preferred) Work Location: One location **Members Only**, a busy Elder Law and Trust & Estate law firm located in... Bethlehem, PA, is currently seeking a full-time Legal Assistant/Paralegal to...
**Members Only**, a boutique estate planning and elder law... firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and Litigation. This is a unique opportunity to join a dedicated team of three...
firm seeks a Real Estate Associate Attorney in Pennsylvania.... experience in commercial real estate and/or land use and... a leading team in commercial and residential real estate acquisitions and salesRepresent owners... and developers in land use, zoning, and dev...