Title: Elder and Special Needs Attorney Job Responsibilities: - Counsel clients on elder law, long-term care planning, and special needs planning. - Draft and review estate planning documents, special needs trusts, and related instruments. - Represent clients in guardianship and related court proceedings as...
Title: Probate Attorney Job Responsibilities: - Oversee client matters and files within the Estate Administration Department, ensuring quality assurance and compliance with state laws. - Provide leadership and support to paralegals and other team members to deliver exceptional customer service that exceeds client...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
Title: Trust and Estates Attorney - Charlotte Job Responsibilities: The Trust and Estates Attorney will be a part of the growing Estates and Trusts Practice Group at the law firm. The attorney will be responsible for various duties associated with estate planning...
Title: Paralegal - Estate & Wealth Planning Job Responsibilities: The Estate & Wealth Planning Paralegal at the law firm is responsible for a variety of tasks that are crucial to the administration of estates and the preparation of related legal documents. Key...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
Title: Trusts & Estates Associate (3-8 Years) Job Responsibilities: The Trusts & Estates Associate will be part of the industry-leading Trusts & Estates Practice Group at the law firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the...
Title: Trusts & Estates Associate / Attorney Job Responsibilities: The Trusts & Estates Associate / Attorney will join the law firm's growing Estates and Trusts Practice Group. The successful candidate will be responsible for a variety of tasks focused on estate planning...
Details Job Title: Paralegal Position Type: Full Time Education Level: 4 Year Degree Description Summary: A paralegal specializing in trusts, estates, and tax provides essential support to attorneys and CPAs by assisting clients with legal services related to wills, estate planning, and taxes. In this role,...
Title: Attorney - Probate/Estate Administration (Hybrid) Job Responsibilities: - Oversee client matters and files within the Estate Administration Department, ensuring quality assurance and compliance with state laws. - Provide leadership and support to paralegals and other team members to deliver exceptional customer service...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Banking, Lending & Trust (BL&T) section of the Wealth &...
Title: Legal Practice Assistant - Wealth, Trust, & Estate Planning Job Responsibilities: The Legal Practice Assistant is responsible for providing administrative support to the Wealth, Trust & Estate Planning team at a law firm. Key duties include: - Opening files and managing document...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage a portfolio... of highly complex Financial Lines claims with significant exposures, requiring specialized technical expertise and coordination. - Verify policy coverage, conduct thorough investigations, and develop resolution strategies in accordance with company protocols. - Authorize...
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...
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: Assistant General Counsel Job Responsibilities: - Act as a subject matter expert to provide business leaders with legal advice on issues affecting the company's non-depositary limited purpose trust company, which offers trust administration, corporate trustee, and investment management services to ultra-high...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director at the company, you will play a pivotal role in the Financial Services Tax practice within the Corporate Tax services. Your responsibilities will include: - Leading...
Title . Private Bank - Wealth Advisor - Executive Director Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve a current or future fiduciary capacity. - Act as......
Title: Wealth Management Tax Services Manager Job Responsibilities: - Manage client service accounts and lead engagement workstreams with a focus on technology-enabled tax advisory services. - Supervise, develop, and coach teams to ensure delivery of exceptional outcomes. - Independently tackle and resolve complex problems...
Title: PWM Wealth Strategist Job Responsibilities: The Wealth Planning and Insurance Strategist (WPIS) is tasked with collaborating with the Wealth Management Advisor to initiate and develop new client relationships with individuals possessing a net worth of $3MM or more, integrating them...
Overview A growing family and elder law firm is seeking an experienced Estate Planning Attorney to join its Fort Mill, SC office. This role involves handling estates, trusts, wills, and elder law cases, with the opportunity to contribute to the...