include: - Handling transactional work related to estate planning, trust administration, probate, and business succession planning. - Demonstrating a strong working knowledge of legal documents such as wills, trusts, and powers of attorney. - Managing fiduciary responsibilities and ensuring compliance... with relevant leg...
Title: Legal Assistant/Paralegal - CEP Job Responsibilities: The legal assistant/paralegal will work in the area of comprehensive estate planning. Key responsibilities include: - Drafting, editing, and reviewing legal documents. - Meeting and communicating with clients to ensure their needs and expectations are met. - Organizing...
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: Associate Attorney Job Responsibilities: - Develop foundational and comprehensive estate plans for clients, including conducting office meetings, phone calls, drafting correspondence, conducting research, and preparing documents. - Review estate plans and determine the best course of action for clients. - Collaborate with the...
Title: Litigation Attorney - Real Estate, Property, and Estates Job Responsibilities: The Litigation Attorney will serve as primary litigation counsel on a focused docket of property-related matters. Responsibilities include: - Managing cases from intake through final resolution. - Developing litigation strategy, assessing risk, and...
Title: Legal Assistant I, Funding Specialist Job Responsibilities: - Efficiently gather, create, examine, prepare, and organize all funding documents in preparation for attorney-client signing meetings. - Accurately manage, organize, maintain, and save funding documents in digital filing systems. - Update the client intake form...
Title: Legal Assistant, Probate Specialist Job Responsibilities: - Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s probate journey. - Coordinate with clients to schedule and confirm all in-person and virtual meetings. - Collect, audit, organize, and...
office of our client seeks estate planning / probate attorney with experience....