of financial transactions, specifically tax credit assignments. - Ensure the... timely completion of the required documentation package for transactions. - Facilitate communication between clients, counter-parties, and their advisers to ensure smooth operations. - Set up shared due diligence sites and gather necessary documents...
Responsibilities: Assist Attorney in drafting estate plans for clients, translating... client questionnaires into a clear plan design memo, and preparing drafts of various legal documents such as Revocable Living Trusts, Pour-Over Wills, Powers of Attorney, Advance Directives/HIPAA, Deeds, Assignments, Certificates of...
Job Title: Estate Tax & Business Succession... 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...
Job Title: Estate & Business Succession Planning... Attorney Job Responsibilities: The Estate & Business Succession Planning... tasks that center around estate planning and business succession... on strategies related to estate, gift, and generation-skipping transfer... (GST) taxes to ensure tax efficiency and wealth preservatio......
Job Title: Estate Planning/Probate Attorney Job Responsibilities: - Conduct... client consultations to assess estate planning needs and develop... strategies. - Draft and review estate planning documents, including Wills... through clear communication and thoughtful counsel. - Handle all aspects of probate and estate administration,...
Job Title: Business & Estate Planning Paralegal Job Responsibilities: The... Business & Estate Planning Paralegal at the... of the Business and Estate Planning practice groups. The... key responsibilities include: - Communicating directly and effectively with attorneys, clients, staff, clerk’s offices, and other...
legal experience concentrated in estate planning, estate administration, business... planning, and relevant tax knowledge and experience. Should... preferably be familiar with Microsoft Office software, computer-based case management software, Westlaw legal research, and public legal research options like the South Dakota...
seeks a highly skilled Estate and Business Succession Planning... with expertise in complex estate planning, closely held business... individuals and business owners. The role involves collaborating with family-owned businesses, executives, and entrepreneurs to create sophisticated, tax-efficient plans that preserve ......