Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: ... Lead the delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients...
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, ESBTs, and QSSTs. - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review and...
Title: Paralegal - Estates/Trusts Job Responsibilities: The primary responsibilities for the Paralegal in the Estates/Trusts role include the preparation of Surrogate's Court petitions and related documents necessary for the Probate or Administration of an Estate. The role requires significant client...
Title: Paralegal or Legal Administrative Assistant (Trusts and Estate) Job Responsibilities: The Paralegal or Legal Administrative Assistant will provide essential administrative support to the lawyers of the law firm. Key responsibilities include: - Assisting with tasks related to Trusts and Estates, drawing on...
Overview A prestigious law firm is seeking lateral partner candidates for multiple office locations across the East Coast. This role offers an exciting opportunity for a skilled and entrepreneurial attorney to contribute to a dynamic team while managing high-profile clients...