loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
Senior Associate, Family Office Tax Practice Job Responsibilities: -... Provide comprehensive tax compliance and consulting services... held corporations, estate, and gift workpapers and tax returns.... - Research tax... planning opportunities to help... clients retain and/or grow wealth, enabling them to...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
Job Title: Estate & Tax Planning Associate Job Responsibilities: - Engage... in estate and tax planning, trust administration, and... business succession planning. - Handle gift and estate tax matters,... including the preparation... of Spousal Lifetime Access Trusts (SLATs), Intentionally Defective Grantor Trusts (IDGTs),...
Title: Attorney - Family Law or Estate Planning Probate Real Estate Job Responsibilities: - Provide knowledgeable, compassionate, and effective legal counsel in Family Law or Estate Planning/Probate/Real Estate matters. - Manage cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for managing estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare,... edit, and review estate tax ret...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm is responsible for handling estate administration matters for both taxable and non-taxable estates. Key duties include: - Interacting with a wide variety of...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm is responsible for assisting multiple attorneys in estate administration matters, including both taxable and non-taxable estates. Key responsibilities include: - Interacting with a...
Title: Paralegal - Trusts and Estates Job Responsibilities: The position involves working on estate administration matters for both taxable and non-taxable estates. Key responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. -...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare,... edit, and review estate tax ret...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for a variety of tasks related to estate administration for both taxable and non-taxable estates. Key responsibilities include: - Interacting...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys in estate administration matters for both taxable and non-taxable estates. The responsibilities of this role include: • Interacting...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal position within the Trusts & Estates Team at the law firm involves a variety of responsibilities associated with estate administration for both taxable and non-taxable estates. Key duties include: - Interacting with a...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm will be responsible for handling estate administration matters for both taxable and non-taxable estates. The key duties include: - Interacting with a wide...
administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income... tax returns. - Mainta...
Prepare New Jersey inheritance tax returns and federal estate... and gift tax returns. - Manage trust... accountings... and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills to effectively...
trusts, and estate plans. - Advise clients on strategies for estate and gift tax planning, wealth preservation,... and asset protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in disputes relate...
supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department... at the law firm. This role involves a variety of tasks centered around estate planning and trust administration. Key duties include: - Engaging with clients, trustees, and family members to draft and...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney in the civil litigation domain is primarily responsible for protecting the elder and vulnerable adult population in California from abuse and neglect. This role is positioned within the Division of Medi-Cal...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys with estate administration matters for both taxable and non-taxable estates. The core responsibilities include: - Interacting with a...
Title: Regional Ombudsman - Client Advocate Job Responsibilities: The Regional Ombudsman, working under the title of Client Advocate at the **Members Only**, is tasked with providing professional advocacy and client resource services for individuals with developmental disabilities, mental illness, and substance use disorder....
complex trust structures and tax-sensitive planning. - Engage in estate... and trust administration, client counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. - Work directly with clients from the onset, playing an active role in...
Title: Senior Associate Attorney - Estate Planning & Elder Law Job Responsibilities: As a Senior Associate Attorney at the law firm, the role involves serving as a trusted advisor to clients navigating estate planning, elder law, trust administration, and probate matters. Key...
Title: Associate Attorney Job Responsibilities: - Meet with clients to guide them through estate planning processes. - Draft and review wills, trusts, powers of attorney, and other legal documents. - Educate clients on their options and assist them in making informed, empowered decisions. - Collaborate...
Title Associate Attorney Job Responsibilities The Associate Attorney will be responsible for supporting clients in various legal matters related to estate planning, trust administration, and probate. The role involves working closely with clients to provide exceptional legal guidance with compassion...
Title: Associate Attorney Job Responsibilities: The associate attorney will primarily handle responsibilities in civil litigation, trust litigation, estate planning, probate, and bankruptcy. Key duties include: - Meeting with clients to discuss their cases and legal needs. - Reviewing case files and relevant documents to...
Title: Attorney - Litigation (Remote) Job Responsibilities: - Handle a variety of disputes including Will and Trust Contests, Construction, Business, and Insurance coverage litigation. Experience in Estate Planning, Probate Administration, and Personal Injury is considered a plus. - Conduct analysis of estate and...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... professional experience to deliver tax compliance and consulting services... This role emphasizes managing tax and consulting engagements, demonstrating... and addressing client needs, tax planning, and exploring consulting......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... technical, business development, and people skills to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements ......
Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance... review of advanced estate, gift, and trust tax returns... federal, state, and local tax regulations. - Resolve complex technical... tax issues and maintain high-quality... standards in all deliverables. Tax Planning and Strategic Advisory: -...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information necessary for preparing tax returns. - Develops an understanding... S-Corp, foundation, partnership, and gift tax returns across both......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... S-Corp, foundation, partnership, and gift tax returns for both... Federal... basic individual and trust tax returns, providing f...
Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in... Tax Compliance and Oversight: - Oversee... review of advanced estate, gift, and trust tax returns... (Forms 706, 709,... on accuracy and strategic tax optimization. - Ensure that all... federal, state, and local tax regulations, while proactively addressing... tax...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... identify client needs, tax planning, and consulting opportunities. -... Working...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior, Private Client... professional expertise to deliver tax compliance and consulting services... duties include: - Participation in tax and consulting engagements, enhancing... in identifying and addressing client needs, tax planning...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in the... is responsible for providing tax compliance and consulting services... role involves: - Participating in tax and consulting engagements, identifying... client needs, and recognizing tax planning and consulting opportunities. -......
Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... leadership, technical, business development, and interpersonal skills. Key responsibilities include: - Managing tax and con...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... responsible for providing high-level tax compliance and consulting services... to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role requires a blend...
clients on estate and gift tax planning, family governance,... philanthropy, and family wealth and business succession strategies. - Serve as the Senior Wealth Strategist in the New York City Tri-state market. - Set and manage priorities and performance metrics for...
both federal and state tax issues. - Draft appropriate... for clients, emphasizing the tax ramifications of each document.... - Prepare 706 returns for review by an accountant. - Develop legal plans for clients' assets. - Under the supervision of the...
seeks an Estate and Tax Planning Associate in Newport... Beach, California. The role involves providing sophisticated legal solutions in estate and tax planning, trust administration, and... business succession planning for high-net-worth in estate and tax planning, trust administration, and......