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...
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...
and Estates Paralegal: Join Our Exceptional Law Firm Team We are seeking an experienced Trusts and Estates Paralegal or Accountant to join our highly-regarded law firm. If you have a passion for estate administration and are looking for a...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **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...
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...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
(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: Experienced Trust and Estates Paralegal Job Responsibilities: - Draft estate planning documents: The paralegal will be responsible for preparing and drafting a variety of estate planning documents. This includes wills, trusts, powers of attorney, and other relevant legal documents necessary for...
Job Title: Fiduciary Litigation Associate Job Responsibilities: The Fiduciary... Litigation Associate will be... responsible for representing fiduciaries, executors, trustees, agents, guardians, and other stakeholders in resolving contested trusts, estates, guardianships, powers of attorney, and other related matters. The associate will have the...
- 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...
growth, profit management, and risk management. - Engage stakeholders and internal partners associated with the function. - Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. - Identify and recommen...
Title: Trust Administrator Job Responsibilities: - Heavy contact with clients, trustees, and managing attorneys on all aspects of trust work. - Perform routine and complex financial transactions, including: - Assist with the opening of trust accounts. - Correspond with clients and/or representatives regarding...
Title: Paralegal-Trusts and Estates Job Responsibilities: The Paralegal-Trusts and Estates will support the department in a variety of administrative and legal tasks related to the administration of trusts and estates. The responsibilities include: - Acting as the lead contact for personal representatives for...
functions required to administer estates through final settlement. - Maintain 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...
Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, 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),...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
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 with investment advisors, accountants, and insurance professionals to deliver integr...
Assistant District Attorney - Conviction Integrity Unit The **Members Only** is seeking experienced attorneys to work as assistant district attorneys in its Conviction Integrity Unit (“CIU”). Following best practices established in this expanding field, the CIU reinvestigates and resolves credible...
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...
Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...
- PRIVATE CLIENT SERVICES Law Firm: **Members Only** LLP Location: Philadelphia Practice Area: Private Client Services Date Posted: Mar 06, 2023 Application Deadline: Mar 06, 2033 **Members Only** LLP, a global law firm with over 900 attorneys, is seeking...
Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal provides essential legal support for multiple attorneys within the Trusts and Estates Practice Group at a law firm. This hybrid role requires in-office attendance three days per week...
Title: Trusts & Estates Counsel or Partner Level Job Responsibilities: - Advise high-net-worth individuals, families, and business owners on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable structures. -...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Estate Administration & Estate Planning The candidate will assist with all phases of estate and trust administration, including preparation of fiduciary re...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Seeking Tax Juniors — CPAs or CPA Candidates Inquirer Top Workplaces: Tax Junior Job Opportunity with Competitive Salary for CPAs or CPA Candidates Are you a CPA or CPA candidate with 1-3 years of recent public accounting experience?...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
OverviewA law firm seeks an experienced Estate & Elder Law Associate Attorney to join their growing team in Blue Bell, PA. The ideal candidate will have a passion for estate planning, trust administration, and elder law, along with a client-focused...