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...
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: Attorney Job Responsibilities: The attorney will be responsible for providing legal services in the following areas: - Estate Planning and Trust Administration - Corporate, Business Transactions, and Mergers & Acquisitions - Litigation, including Civil, Commercial, Probate, Divorce, Personal Injury,...
Tax Manager Job Responsibilities Client Engagement &... for clients. - Provide proactive tax planning and advisory support... tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build and service and responsiveness. - Identify tax-saving opportunities and strategic planning......
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: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will work within the Trust & Estate Group of the law firm, which is dedicated to identifying and addressing the unique needs of clients in estate planning and administration. Responsibilities...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
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...
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...
Title: Attorney Job Responsibilities: The largest family law firm in Northeast Florida is seeking an attorney with a minimum of two years of experience. The responsibilities for this position include: - Handling a caseload with a working knowledge of family law, estate planning,...
complex trust structures and tax-sensitive planning. - Engage in estate... and trust administration, client counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. - Work directly with clients from the onset, playing an active role in...
Job Title: Int'l Tax and Private Wealth Services... Responsibilities: - Focus on pre-immigration tax planning for clients - Draft... investments, including the formation, oversight, and reorganization of complex international structures - Ensure compliance with international information returns, streamline filings, and withholding tax regulations Edu...
high-quality legal services in estate planning, estate and gift taxation, estate and trust... administration. The role involves working closely with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The Senior Associate will collaborate with...
estate planning, estate and gift taxation, estate and trust... administration, and related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who is Florida Bar Board Certified in Wills,...
review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and clarity. - Provide expert legal advice on estate tax strategies, probate procedures, and... asset transfer methods to optimize client outcomes. - Independently manage a ca...
Title: Estate Attorney Job Responsibilities: The Estate Attorney at the law firm will be responsible for providing comprehensive estate planning services to clients, focusing on creating and managing wills, trusts, powers of attorney, and healthcare planning. The attorney will guide families with...
the areas of estate planning, estate and gift taxation, estate and trust... administration, and related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to i...
related income, partnership, and tax planning for clients. - Provide... corporate and personal planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated on relevant legal trends and changes in estate planning...
Firm is seeking a Tax, Trusts & Estates Associate... to join one of our Florida, New Jersey or New York offices. The ideal candidate will have a Juris Doctorate degree along is required. The Tax, Trusts & Estates Associate......
Job Title: Tax, Trusts & Estates Associate Job... Responsibilities: The Tax, Trusts & Estates Associate... legal matters related to tax, trusts, and estates. The... concerning estate planning and tax planning. - Drafting and reviewing... plans. - Advising clients on tax implications and...
Title: Trust Administrator Job Responsibilities: - Engage in heavy contact with clients, trustees, and managing attorneys regarding all aspects of trust work. - Conduct routine and complex financial transactions. This includes: - Assisting with the opening of trust accounts. - Corresponding with clients...
estate planning, estate and gift taxation, and estate and... trust administration. The successful candidate will work with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The responsibilities include: - Advising clients o...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal plays a vital role in supporting the Trust and Estates practice group within the law firm. The primary responsibilities include managing information and aiding in the delivery of legal services, which encompasses direct client...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm, is looking for an experienced International Estate Planning Attorney to join their team. This position will be based in one of their offices in Stamford, Greenwich, West Hartford, CT...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm, is seeking a qualified International Estate Planning Attorney with at least 5 years of experience. This position is available in any of the firm's offices located in Stamford, Greenwich...
state estate tax and gift tax returns. - Prepare and... file Federal and state fiduciary income tax returns. - Prepare estate and... trust accountings. - Prepare informational returns for tax-exempt entities. - Engage in estate... and gift tax planning, including actuarial... and... interest computations...
Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift tax planning structures, including... various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity trusts. - Co...
Title: Estates & Trusts Tax Paralegal Salary Range: $69,750... resourceful Estates & Trusts Tax Paralegal to join our... busy Estates & Trusts team in either our Albany, Buffalo, Florida, or Rochester office. In this role, you will be responsible f...
Title: Private Wealth Services Paralegal Job Responsibilities: The Private Wealth Services Paralegal will play a vital role in supporting attorneys within the department, primarily focusing on estate administrations and the drafting of various estate planning instruments. This position demands a high level...
candidate with 5 to 7 years of experience in estate planning. The candidate must possess an . in Tax and have robust experience... in drafting various estate planning documents. These documents include revocable and irrevocable trusts, charitable planning instruments, and...
experienced estate planning and tax attorney with 3-5 years... with a high-quality client base, handle sophisticated planning and administration matters, and play an integral role in a growing South Florida clients on estate planning, wealth transfer, and tax mat...