Title: Tax and Wealth Planning Paralegal Job Responsibilities: - Manage calendars, including tax-related deadlines and client calls/meetings. - Prepare Federal and State estate Tax Returns and Federal Gift Tax Returns. - Administer estates by preparing and filing probate documents, advising and responding to clients. -...
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
Title: Legal Practice Assistant Job Responsibilities: - Establish, organize, and maintain physical and electronic case and client files. - Support the development and management of projects and practice group timelines. - Coordinate communication and planning across attorneys and paralegals handling multiple client matters. - Assist...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage an... inventory of highly complex Financial Lines claims, characterized by large exposures and requiring specialized technical expertise. This involves verifying policy coverage, conducting investigations, developing and employing resolution strategies, and authorizing disbursements...
(EPL), Directors and Officers Liability (D&O), Fiduciary Liability, and Crime claims... for private and non-profit businesses in accordance with claim guidelines. - Within authority limits, conduct thorough analysis, investigation, negotiation, and resolution of claims of varying severity. - Select, direct, and manage...
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...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and Wealth Planning Paralegal is an integral part of the trusts and estates team at the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The responsibilities...
Title Legal Secretary/Paralegal Probate Job Responsibilities The Legal Secretary/Paralegal Probate is responsible for providing comprehensive administrative and legal support in a high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such...
Title: Associate Attorney (Remote in Reading Area) Job Responsibilities: The Associate Attorney at the law firm will be responsible for independently handling cases from inception through resolution. Key duties include drafting legal documents such as pleadings, motions, appeals, agreements, and security instruments....
handling cases in the Delaware Chancery Court, focusing on shareholder disputes, breach of fiduciary duty claims, and other... governance issues. The associate will also engage in commercial and securities litigation as needed. The role requires the candidate to represent clien...
all aspects of litigation, which may include conducting legal research, drafting pleadings, managing discovery, and preparing for trials. The role requires familiarity with corporate governance disputes, fiduciary duty litigation, and bankruptcy-related... claims. The associate will be expected to work...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) Claims. The key responsibilities include: - Managing an inventory of highly complex Financial Lines claims with significant exposures requiring specialized technical...
Overview A law firm seeks an attorney experienced in trusts and estates, tax, and business planning in Wayne, PA. The ideal candidate will have a strong client base and a commitment to providing exceptional legal legal counsel in trusts...