updates and gather necessary information. - Prepare tax returns related to estate... and trust administration. - Draft basic legal documents pertinent to trusts and estates. - Utilize bookkeeping skills to manage financial records accurately. - Demonstrate familiarity with Excel and financial statements to su...
documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset... transfers, including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters moving efficiently Education and Exp...
documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset... transfers, including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters moving efficiently Education and Exp...
required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary accountings... for es...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at the law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, particularly...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
providing comprehensive estate and tax planning services to high-net-worth... individuals, including estate and trust administration, gift tax planning, charitable planning,... and... complex trusts, wills, powers of at...