The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and...
Title: Senior Trust & Estate Litigation Attorney Job Responsibilities: - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of capacity, undue influence,...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst within the Fiduciary/Trust & Estate Accounting Services... the business. Key responsibilities include: - Preparing complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstructions as necessary. - Conducting research on...
Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic... trusts, and dispute resolution. Key responsibilities include: - Leading complex initiatives with broad impact...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
Title: Attorney - Estate & Trust, Landlord - Tenant, Commercial Litigation Job Responsibilities: Estate & Trust (Probate and Trust Administration) - Prepare and file petitions, probate matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. -...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Senior Trusts & Estates Litigation Attorney Job Responsibilities: The Senior Trusts & Estates Litigation Attorney is responsible for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The responsibilities include: - Reviewing and drafting communications,...
Title: Practice Specialist / Executive Legal Assistant Job Responsibilities: 1. Oversee and coordinate client relationships with a strong focus on service excellence. 2. Lead the planning, coordination, and execution of assigned client matters and provide support from initiation through resolution. 3. Manage projects and...
Title: Litigation Attorney Job Responsibilities: - Manage all phases of litigation from inception through resolution, including pleadings, discovery, motion practice, settlement negotiations, and trial preparation. - Conduct comprehensive legal research utilizing tools such as LexisNexis and Westlaw to support case strategies and ensure...
Title: Associate Attorney Job Responsibilities: - Lead and oversee the probate team within the law firm, providing guidance and mentorship to both attorneys and paralegals. - Manage and handle a personal caseload of probate, estate planning, and litigation matters across California. - Refine and...
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The Mid-Level Trust & Estate Transactional Associate will be part of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including...
Title: Trust and Estates Paralegal (California) Job Responsibilities: The Trust & Estates Paralegal will play a crucial role within the Tax/Employee Benefits/Trusts & Estates department at the law firm. The individual will support attorneys in a variety of tasks related to estate...
Title: Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner Job Responsibilities: - Advise ultra-high-net-worth individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection structures, trust administration, business succession planning, and charitable and philanthropic...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Firm is seeking a Tax Associate – Executive Compensation, Employment & Benefits – Junior Law Firm is actively seeking a Tax Associate to join our Executive Compensation, Employment & Benefits team. The successful candidate will have a minimum of...
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: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner in the Family Office Enterprise, the primary responsibilities include: - Leading tax engagements and advising on tax matters for affluent families and their family offices. - Providing...
office of a **Members Only** Top Ranked Law Firm seeks trust and estates associate attorney with 3+ years of experience including complex estate, tax and wealth planning. The candidate will serve in estate and tax planning for high net...