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,...
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: 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...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be involved in various practice areas including business law, employment law, estate planning and administration, family law, land use, litigation, personal injury, and real estate law. The role...
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: Elder Law Staff Attorney Job Responsibilities: - Work closely with and report to the Elder Law Practice Group Director, Deputy Directors of Litigation, and Executive Director. - Organize and participate in community outreach events, training, and community education events. - Be familiar with...
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...
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 ......
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 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...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading mul...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading multipl...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading mult...
Job Title: Tax Director, Private Wealth Job Responsibilities: -... businesses and/or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal estate,...
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...
both federal and state tax regulations. - Draft appropriate... primary focus on the tax ramifications involved. - Prepare... 706 tax returns for review by... an accountant. - Develop legal plans for clients' assets. - Under the supervision of the law...
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),...
complex domestic and international tax, wealth transfer, and succession... ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping tr......
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary responsibilities for the Mid-Level Trust & Estate Transactional Associate include engaging in sophisticated estate planning and trust administration. The ideal candidate will draft comprehensive estate plans, including wills, revocable living trusts,...
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...
Planning Attorney Job Title: Estate Planning Attorney Job Responsibilities: - Represent and advise clients in estate planning matters, ensuring the delivery of high-quality, effective, and efficient legal services. - Engage in the skillful analysis and synthesis of diverse subject matter related to estate planning. -...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney at the law firm will be responsible for a range of duties within the Estate Planning Department. This includes designing and drafting various types of trusts such as irrevocable trusts, intentionally defective...
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...
professionalism and care. Draft and review wills, trusts, powers of attorney, and other estate planning documents. Assist with trust administration and probate matters, including complex and high-asset cases. Develop tailored estate plans that protect multi-generational wealth and address tax consideratio...
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...
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The primary responsibilities for the Mid-Level Trust & Estate Transactional Associate include engaging in sophisticated estate planning and trust administration. The candidate will be responsible for drafting comprehensive estate plans, which encompass the...
Title: Estate Planning Attorney Job Responsibilities: - Conduct client consultations and listening-focused meetings to understand their estate planning needs. - Translate complex legal concepts into clear, client-friendly explanations to ensure clients understand their estate plans. - Review trusts, wills, powers of attorney, and related...
Attorney Job Details Job Title: Associate Attorney Position Type: Full Time Job Category: Legal Job Location: San Diego, CA Education Level: Graduate Degree Salary Range: $150, - $225, per year Job Responsibilities The Associate Attorney will be an integral part of the Business...
Title: Associate Attorney** **Job Responsibilities:** The Associate Attorney will be responsible for managing a diverse caseload with minimal supervision across the following key areas: - **Estate Planning:** Drafting comprehensive wills, trusts, powers of attorney, succession plans, and ancillary documents. - **Trust Administration & Probate:**...
Title: Associate Attorney - Estate Planning & Elder Law Job Responsibilities: - Handle Estate Planning matters with a focus on Medi-Cal planning. - Manage all aspects of Estate Planning, Conservatorships, Probate cases, and Trust Litigation. - Provide compassionate legal counsel in Elder Law. - Conduct...
and services related to tax and wealth planning for... high-net-worth clients. This role involves working closely with clients to understand their financial objectives and developing strategies to achieve them. The associate will be expected to manage complex transactions and provide...
business unit, focusing on estate administration matters. Key responsibilities include: - Preparing various tax returns, such as Estate... Tax Returns and Fiduciary Income... Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will join the Taxation, Trusts & Estates Department at a law firm. The primary responsibilities include trust administration and the development of sophisticated estate planning solutions tailored for...
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...
team in Los Angeles, CA. The ideal candidate will have extensive experience in estate planning, catering to both middle-income and high-net-worth comprehensive estate plans for diverse expert guidance on tax-efficient irrevocable trusts, ILITs,... SLATs, and client...