Job Title: Tax Senior Analyst - FSO... Services Job Responsibilities: The Tax Senior Analyst in the... Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate calculations and reconstruction when...
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
Firm is seeking a Trusts and Estates Paralegal with 3 Years of Experience Law Firm has an immediate opening for a Trusts and Estates Paralegal with 3 years of experience in all aspects of the administration of estates. The...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is responsible for managing all phases of estate and trust administration. This includes the probate process, where knowledge of probate procedures in New Jersey, New York, and Florida...
and services to clients regarding their estate planning needs, ensuring that their assets are managed and distributed according to their wishes, and in compliance with relevant laws and regulations. The candidate will also be involved in tax planning, drafting e...
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...
and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns... and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high net worth individuals and families. - Advise clients on inco...
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...
all phases of trust and estate administration, including the preparation of estate tax returns. - Provide litigation support... and manage fiduciary accountings. - Collaborate closely with clients, attorneys, and accountants. - Apply strong knowledge of Surrogate’s Court rules and procedures, including probate, admi...
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...
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...
families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. - Develop strategies... for estate, gift, and generation-skipping transfer (GST)... tax. - Design and implement advanced... estate plan...
individuals, families, and 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 Proper...
person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist clients with retitling assets. - Assemble and organize financial records for estate tax returns and audits. - Prepare,... edit, and review estate tax ret...
administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting, and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income... tax returns. - Mainta...
Prepare New Jersey inheritance tax returns and federal estate... and gift tax returns. - Manage trust... accountings... and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain excellent organizational and communication skills to effectively...
Title: Senior Associate - Trusts & Estates Job Responsibilities: - Draft and refine complex estate planning instruments, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate...
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...
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....