family offices on estate, gift, and generation-skipping transfer tax... matters. - Draft and review... sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs), and...
Advising clients regarding the tax implications of estate planning... and minimizing tax liabilities through strategies such... as gift and estate tax planning. -... Handling the probate... process, including court proceedings, asset valuation, debt settlement, and distribution of assets. - Managing and administering...
Advise clients on the tax implications of estate planning,... including strategies for minimizing tax liabilities through gift and... estate tax planning. -... Handle the probate... process, which includes court proceedings, asset valuation, debt settlement, and the distribution of assets. - Manage and...
information and prepare various tax returns. Key responsibilities include: -... Preparing and filing Federal and state estate and gift tax returns - Preparing and... filing... Federal and state fiduciary income tax returns - Preparing estate and... trust accountings - Preparing info...
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules based on client information. - Develop financial accounts for...
administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices, inventories, accountings, and tax documents. - Prepare and file... deeds and property transfer affidavits. - Draft routine estate planning documents such as f...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. You will prepare... tax...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Title: Paralegal - Private Client Job Responsibilities: - Assist attorneys in representing clients in estate planning and probate matters. - Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and asset schedules from client information. - Prepare financial accounts for...
Opportunities for professional development and growth within the firm. Flexible work arrangements available. SEO Friendly Job Title: Experienced CPA - Estate and Gift Tax Specialist at Law... Firm H1: Join Our Team as an Experienced CPA Speciali...
Title: Estate Planning and Business Transactional Attorney Job Responsibilities: - Provide legal services in estate planning, business transactions, and real estate transactions. - Service the law firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while...
Advise clients regarding the tax implications of estate planning... and minimize tax liabilities through strategies like... gift and estate tax planning... - Handle the... probate process, including court proceedings, asset valuation, debt settlement, and distribution of assets - Manage and...
Planning And Business Transactional Attorney The candidate should have 3+ years of private practice experience in estate planning for taxable and non-taxable estates as well as business and real estate transactions. . in taxation or a CPA license is preferred....
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will join estate planning/business succession and estate administration practice. Gift and estate tax return... experience required. Must be able...
not only have the best **Members Only** positions, but we also have the most. Estate Planning Attorney The candidate should have 3+ years of experience in estate planning, trust and estate administration and gift and estate tax. Membership... of St...
you are a motivated individual with a desire to work in an environment that promotes teamwork and values the contributions of all its members, then Warner is the place for you. H1: Trusts + Estates Attorney/Partner at Warner Norcross...
a focus on estate, tax, and business planning matters.... comprehensive legal services to high-net-worth individuals, multi-generational families, business owners, and executives. The role involves drafting complex legal documents and offering advice on estate, gift, and income tax matters,... while wo...