asset protection and estate tax planning strategies - Advising... clients on estate administration - Drafting legal documents such as wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and living wills - Making court appearances for estate proceedings...
Title: Associate Attorney Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, health care proxies, and Medicaid planning documents. - Prepare and file pleadings and documents for Surrogate’s Court matters including probate, administration, and accountings. - Handle real estate...
The associate will work on sophisticated and highly sensitive matters for clients, including family offices, family business owners, and individual clients. The primary responsibilities include providing top-tier counseling on a variety of issues such as estate planning, tax, real es...
Title: Estate Administration Partner Job Responsibilities: - Assist in both leading and managing the Estate Administration department, including workflow oversight, strategic development, client communications, and mentorship of younger team members. - Manage caseload of technically complex and high-dollar estate matters across the State...
highly sensitive matters for clients. The responsibilities include providing top-tier counseling on a wide variety of issues related to estate planning, tax, real estate, family disputes,... strategic business organization, and succession planning. The role involves working with family offices, famil...
Associate Attorney Type of Position: Full-Time, Hybrid Location: New York, NY Salary: $150,000-175,000 Annually, Depending on Experience Job Responsibilities: - Manage real estate transactions from initiation to completion, which includes negotiating buyer/seller contracts, preparing and reviewing transfer documents, and coordinating with office personnel. - Review title...
Title: Associate Attorney - Hybrid Position NYC Job Responsibilities: As an Associate Attorney at the law firm, you will be responsible for managing all aspects of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship...
Title: Trust & Estate Attorney (Senior Counsel or Member) Job Responsibilities: The Trust & Estate Attorney at the Senior Counsel or Member level will be responsible for a variety of duties, including but not limited to: - Working with clients...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts & Estates Team at the law firm will be responsible for a variety of duties associated with estate administration for both taxable and non-taxable estates. The key responsibilities include: -...
Title: Trust & Estates Paralegal - (Hybrid Schedule) Job Responsibilities: The Trusts & Estates Paralegal at the law firm is tasked with providing legal and general support to the firm’s attorneys and clients, operating under general supervision and in alignment with established...
firm, providing comprehensive legal services in estate planning, estate and trust administration, fiduciary litigation, and transfer tax issues. The primary responsibilities... include: - Drafting sophisticated estate planning documents tailored to the needs of individuals, families, family offices, and corporate fiduciaries. - Managi...
of trust and estate administration. ## Responsibilities * Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests * Prepare, edit and review federal and state estate tax return...
members and charities, with sophisticated but practical tax advice integrated into confidential... estate plans that reflect clients’ family, charitable and business objectives. ## Responsibilities Staff Attorneys will provide support to the . private clients lawyers in all a...
Private Client Services Associate - Join Our Growing Law Firm in New York City H2: **Members Only** LLP Seeks Experienced Associate for Private Client Services Practice Group **Members Only** LLP, a leading law firm, is seeking an experienced associate...
Law Firm of Offit Kurman is seeking a highly experienced Trusts and Estates Attorney to join our team in New York. As a member of our team, you will have the opportunity to work with high-net-worth clients, providing them with...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is tasked with managing all aspects of estate and trust administration. This includes, but is not limited to, the following responsibilities: - Handling the probate process with an understanding...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key responsibilities include: - Providing advice on all aspects of estate, gift, and charitable planning, closely... held businesses, administration of estates and trusts, and fidu...
managing trust accounts and assisting with the preparation of fiduciary accountings and income tax returns. The role requires... a detail-oriented individual knowledgeable in all phases of estate administration. The candidate must provide exceptional client service and exhibit outstanding communication skill...
– Estate Administration Job Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is primarily responsible for the comprehensive management of decedents' estates. This includes the establishment and monitoring of conservatorships and trusts, filing petitions and related documents...
Job Title: Tax Senior Analyst - FSO... Accounting Services Job Responsibilities: As a Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the business. Key responsibilities...
and trusts, filing petitions and accompanying documents with Probate Court, and locating assets and debts. The role involves gathering and reviewing documents to settle the estate, assisting in the preparation of all tax returns and the final... accounting, and maintaining...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
advanced estate and income tax planning matters. Will evaluate... and update template documents, letters, and procedures. Be able to draft high-quality correspondence; estate planning documents; Probate, Administration, and Conservatorship petitions; strategy recommendations; settlement agreements. Research estate planning and probate issues....
established and highly-respected law firm in New York is looking to add an attorney to their team. Known for its long-standing reputation and highly regarded practice, the firm is committed to providing top legal services. They provide a collaborative, professional,...