Title: Trusts & Estates and Tax Attorney Job Responsibilities: The Trusts & Estates and Tax Attorney at the law firm is responsible for advising high net worth individuals and families on comprehensive estate and tax planning. The role involves designing, drafting, and...
conservatorships and guardianships. - Prosecute and/or defend will or trust contests effectively. - Manage accounting petitions and trustee removal cases. - Address fiduciary-related disputes with a focus... on elder financial abuse litigation. - Establish and litigate conservatorship/guardianship cases. - Handle fiduciary breach petitions with proficiency.......
and tax planning. The role involves designing, drafting, and implementing estate plans, as well as providing related legal advice. Additionally, the attorney will handle trust and probate administration. While experience with real estate and/or fiduciary tax and accounting is......
Attorney / Of Counsel – Certified Specialist Estate Planning, Trust & Probate Law Candidate will be representing children with disabilities in the special education and social services context. Must be an attorney with a Specialization in Estate Planning, Trust &...
Liability Claims (EPL, D&O, Fiduciary, and Crime) for Private... and Non-Profit businesses based on Claim Guidelines. - Analyze, investigate, negotiate, and resolve all levels of severity claims within authority limits. - Select, direct, and manage defense counsel, including approval of...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... at the company is responsible for managing an inventory of highly complex Financial Lines claims with large exposures. This role requires a high degree of specialized technical expertise and coordination, following...
Title: Sr. Paralegal Workers' Compensation Job Responsibilities: - Provide direct pre-trial and trial support for litigated matters of varied complexity. - Assist in drafting, reviewing, filing, and serving pleadings, motions, and subpoenas, including complex motions like motions in limine and dispositive motions. - Review...
Title: Managing Trial Attorney - Remote / Hybrid Job Responsibilities: The Managing Trial Attorney (MTA) role is a critical position within the **Members Only** Trial Division (NTD), a national team with approximately 40 offices across six regions in the United States. The MTA...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client relationships... to retain client goodwill and ensure satisfaction. - Maximizing operatin...
Title Litigation Secretary/Practice Assistant II Job Responsibilities The Litigation Secretary/Practice Assistant II at the law firm is responsible for providing comprehensive support to litigation attorneys and paralegals. The role involves managing various aspects of legal cases from initial filing through...
at the law firm. The role involves a comprehensive range of estate administration activities, providing critical support to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... fin...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is integral to the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys...
Title: Paralegal - Trusts & Estates Job Responsibilities: The paralegal for the Trusts & Estates department at the law firm is tasked with a comprehensive range of estate planning matters. This role involves providing assistance to the firm's attorneys and senior paralegals...
of estate administration duties. Key responsibilities include: - Assisting attorneys in the administration of estates and the funding of post-death irrevocable trusts. - Preparing necessary documents and managing client cases. - Preparing various tax returns, specifically Estate Tax Returns and Fiduciary Income Tax...
will and trust contests, fiduciary duty claims, and contested... conservatorships from initial intake through to trial. - Conduct comprehensive discovery management, including drafting and serving Requests for Production (RFPs), interrogatories (ROGs), subpoenas, and privilege logs. - Respond to written discovery by gathering...
Legal Secretary Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents;...
Legal Secretary (Private Client and Tax) Duties: Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and...
Secretary (Estate Planning) Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and...
Friendly Job Title: Legal Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm in Los Angeles H1: Join Our Team as a Legal Secretary at **Members Only**worldwide Law Firm in Los Angeles! H2: Essential Duties and Responsibilities of Legal...
Title: Trusts and Estates Attorney - High-Net-Worth Clients Job Responsibilities: - Specialize in estate planning for high-net-worth clients, focusing on both basic and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the creation and management of irrevocable trusts. -...
Firm Seeks West Coast Private Wealth Planning Paralegal Primary Responsibilities: - Prepare gift and estate tax returns - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem...
Title: Trust and Estates Paralegal Job Responsibilities: As a Trust and Estates Paralegal at the law firm, you will support attorneys in various aspects of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a part of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored...
Title: West Coast Private Wealth Planning Associate (Senior) Job Responsibilities: The West Coast Private Wealth Planning Group at the law firm is seeking a senior associate or counsel level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
area law firm is seeking an experienced trust and estate attorney at either the senior associate or partner level. Candidate must live in the San Gabriel Valley....