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,...
advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession... plans, including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax consideration...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Job Title: Tax, Trusts, and Estates Associate... be part of the Tax, Trusts, and Estates Practice... and family-owned businesses in all areas of estate and tax planning. The associate will... be one of the first trusts and estates associates a...
Title: Of Counsel Attorney Job Responsibilities: The Of Counsel Attorney will be responsible for handling Custody and other general civil cases. The attorney will primarily serve as the lead counsel on these cases and will manage various legal areas including: - Probate - Real...
Title: Associate Attorney Job Responsibilities: - Handle tasks related to Trusts and Estates. - Draft wills, trusts, and other legal documents for high-net-worth individuals. - Provide estate planning services with a focus on tax implications. - Manage multiple... work assignments...
Title:** Associate **Job Responsibilities:** The Associate will be a key part of the Canton office, working primarily in the areas of Trusts & Estates, Business, and Real Estate. The responsibilities include: - Engaging in sophisticated transactions and representing top-tier clients. - Collaborating directly with...
Title: Associate Attorney - Trusts & Estates, Real Estate, Probate Job Responsibilities: - Conduct thorough legal research using online tools to support case preparation and decision-making processes. - Draft and review legal documents related to real property sales, deeds, probate, trusts, wills, estate...
Title: Commercial Attorney Job Responsibilities: The Commercial Attorney will be responsible for providing legal services in one or more of the following areas: estate planning and administration, business transactions and governance, and/or real estate. This role involves representing clients ranging from...
business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. -... Apply analytical rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...
relating to estate planning, tax and transfer planning, and... business succession planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining and expanding a meaningful portable book of business. - Simultaneously...
Title: Trust Administration and Estate Planning Attorney Job Responsibilities: - Lead trust administration matters with guidance and training as needed, adhering to firm processes and procedures, tax, and statutory deadlines. - Meet... with clients to review and explain estate planning documents. - Lead estate...
planning, wealth transfer, and tax matters. - Draft and implement... estate planning documents, including wills, trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment... of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Grantor Retained Annuity T...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm is responsible for providing comprehensive support in corporate and commercial transactions under the supervision of attorneys. Key responsibilities include: - Daily administration of trust accounts for...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential documents...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is part... of the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Key responsibilities include: -... Providing legal advice related to federal and state audits and other controversy...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position at the... of responsibilities within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Specific duties include: -... audits and other controversy work. - Advising on tax compliance matt...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. The responsibilities include: -... controversy work. - Advising on tax compliance and offering legal... advice on issue...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is part... of the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Key duties involve: -... controversy work. - Advising on tax compliance and issues involving... various company transacti...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. The role entails... a wide range of additional responsibilities, including: - Providing legal advice related to...
and services to clients regarding their estate planning needs, ensuring that their assets are managed and distributed according to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
Title: Associate Attorney** **Job Responsibilities:** - Work collaboratively as part of a team of attorneys and support staff to provide exemplary legal services to clients. - Focus on specific practice areas including Family Law, Criminal Defense, Probate & Estate Planning, and Real Estate...
Title: Estate Planning Attorney Job Responsibilities: - Work directly with individuals and families to create thoughtful estate plans - Draft and review wills, trusts, powers of attorney, and other planning documents - Offer clear, compassionate guidance on Medicaid and planning strategies - Serve as a...
Attorney About the job Company Description Law firm is a trusted law firm with a strong focus on client satisfaction, ethical integrity, and outstanding service since 1961. Based on decades of experience, the firm has successfully served thousands of clients while recovering substantial...
Title: Estate Planning Attorney – Drafting Job Responsibilities: - Draft and customize complex estate planning documents based on detailed attorney specifications. - Maintain and refine firm templates to reflect changes in federal and state law. - Ensure technical accuracy, consistency, and high drafting standards...
& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will become a part of the Trusts and Estates team at the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans...
& Estates Attorney Job Title Trusts & Estates Attorney Job Responsibilities The Trusts & Estates Attorney will be part of the Trusts and Estates team at the law firm. The attorney will be responsible for drafting sophisticated estate plans for both taxable and non-taxable...
Title: Estate Planning & Elder Law Attorney Job Responsibilities: The position is for a full-time associate attorney at a law firm specializing in Elder Law, located just outside of Portland, Maine. The attorney will be responsible for working directly with clients and...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... delivering comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships,...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services primarily... owners. Key responsibilities include: - Tax Planning, Preparation, and Research:... - Perform tax planning, preparation, and research... for...
Job Title: Tax Senior Manager - CTP Job... The role of a Tax Senior Manager involves a... of responsibilities centered around tax compliance for both business... aspects of the annual tax compliance process. This encompasses... preparing extensions, responding to tax notices, conducting research, drafting......
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships, as...
Job Title: Tax Senior Associate (High-net-worth) Job Responsibilities: -... Client relationship management: Responsible for building and retention through personalized tax planning and compliance services... long-term wealth for clients. - Tax compliance oversight: Oversee the... and review of complex tax returns for individuals, trusts,......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, c...
Preparation of fiduciary income tax returns and maintenance of... Preparation of estate and gift tax returns. - Preparation of... private... Preparation of estate and gift tax calculations for estate... planning... matters. - Perform tax research. - Computation of trustee’s... and executor’s commissions. - Calculation...
Title: Wealth Strategist Job Responsibilities: - Partner with financial advisors to engage Ultra High Net Worth (UHNW) clients and prospects, typically with a net worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies...
Attorney General - Estate Tax Litigation Job Responsibilities: The Assistant... Attorney General in the Revenue Litigation Bureau is tasked with managing cases that involve recovering debts owed to state agencies. This encompasses a range of cases, including: - Tort cases resulting...
Job Title: Counsel – Tax, Trusts & Estates /... - Advise clients on tax-efficient transfers involving estate, gift,... and GST taxes. -... Develop asset protection and beneficiary-controlled trust structures. - Provide guid...
law firm seeks a tax associate with 2-5 years... experience to join its Tax and Estate Planning practice... taxation, state and local taxation, or international legal counsel in tax and estate planning ... with clients to develop tax ...