Title: Paralegal/Legal Administrative Assistant - Trusts & Estates Job Responsibilities: The Paralegal/Legal Administrative Assistant in the Trusts & Estates department at the law firm is tasked with providing comprehensive support to attorneys in all aspects of Trusts & Estates matters. This includes...
and file fiduciary income tax and federal estate tax... returns. - Communicate professionally with... clients, beneficiaries, corporate trustees, and advisors to gather information, provide updates, and coordinate document execution. - Analyze financial documents, including tax...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,... fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
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: Associate Attorney - Trusts & Estates Planning Attorney Job Responsibilities: - Draft estate planning documents, including revocable and irrevocable trusts, wills, durable powers of attorney, and advance directives. - Handle estate and trust administration matters from start to finish. - Advise clients on...
Title: Attorney At Law Job Responsibilities: - Provide legal counsel and guidance to clients regarding estate planning, ensuring that their needs and goals are met through tailored solutions. - Draft, review, and finalize legal documents related to estate planning, including wills, trusts, powers...