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...
documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset... transfers, including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters moving efficiently Education and Exp...
Title: Trust & Estate Attorney Job Responsibilities: - Create innovative estate planning solutions tailored to meet individual client needs, taking into account different asset types, family situations, and objectives. - Work collaboratively with clients to develop customized estate plans and planning documents that...
on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession... plans, including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
Title: Private Client Services Senior Associate Job Responsibilities: - Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such as...
documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset... transfers, including retirement accounts and financial instruments - Draft and review accountings, receipts, and releases - Work closely with attorneys and clients to keep matters moving efficiently Education and Exp...
Title: Managing Attorney Job Responsibilities: - Manage and oversee all aspects of estate planning and probate matters, including wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and guardianships under Pennsylvania law. - Supervise and mentor associate attorneys, paralegals, and support...
of attorney, and advance directives under attorney supervision. - Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance tax returns, and fiduciary accountings. -... Manage communication with clients, beneficiaries, financial institutions, and court personnel to facilitate sm...
Title: Associate Attorney Job Responsibilities: - Manage the entirety of a client’s proceedings, including client interaction, providing detailed explanations of the law, preparing and analyzing paperwork, constructing trust provisions, and participating in sales conferences. - Draft and review Estate Plan documents. - Perform legal...
Title: Estate Department Associate Attorney Job Responsibilities: The primary responsibility of the Estate Department Associate Attorney at the law firm is to support the estate planning and estate administration practice area. The role involves working closely with a team of attorneys in...
Title: Estates and Trusts Associate Job Responsibilities: The Estates and Trusts Associate will be an integral part of the department, responsible for handling a range of tasks from the inception to the completion of Trusts and Estates administration. Key responsibilities include: - Administering...
Title: Personal Injury Paralegal Job Responsibilities: - Medical Records Management: Order, review, and summarize medical records to prepare factual responses for discovery. - Client Communication: Conduct regular phone interviews with clients and provide timely updates on their legal cases. - Case Review and Preparation:...
Title: Personal Injury Paralegal Job Responsibilities: The Personal Injury Paralegal at the law firm is tasked with a range of responsibilities aimed at supporting clients, the legal team, and senior paralegals throughout the client journey. Key responsibilities include: - Medical Records Management: Ordering,...
Title: Junior Associate Attorney, Personal Injury Job Responsibilities: - Prepare, draft, and file legal documents, including complaints, pleadings, motions, briefs, and appeals. - Present and argue motions in court. - Attend court hearings. - Conduct legal research and analysis on...
powers of attorney, and advance healthcare directives, tailored to clients’ needs. - Manage probate and estate administration matters in the Pennsylvania Orphans’ Court system, including inheritance tax filings and asset distribution. -... Conduct group presentations and educational workshops on estate planning and...
primary responsibilities include advising nonprofit organizations on tax and corporate matters. The... attorney will engage in tasks such as mergers and acquisitions, and other corporate work related to nonprofit corporations. The role also encompasses the formation of private foundations, adh...
Title: Associate Attorney - Trust & Estates Department Salary: Based on experience Experience: 4-7 years **Members Only**, a prominent law firm in Philadelphia, is currently seeking a full-time Associate Attorney with 4-7 years of experience to join our...
Metz Lewis as a Tax, Trusts and Estates Associate... firm, is seeking a Tax, Trusts and Estates Associate... 1 year of experience in estate planning and individual tax planning, preferably with high-net-worth... clients. The ideal candidate will have strong atten...
1001 Corporate Drive, Suite 108, Canonsburg, PA 15317 Legal Assistant/Paralegal for Estate Law and Elder Law Experience: Prior experience in a law firm or as a paralegal or legal assistant (estate planning or elder law experience) is a plus but not necessary. Salary:...
1501 Ardmore Blvd, Suite 205, Pittsburgh, PA 15221 JOB TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law H1: Join Our Team as a Legal Assistant/Paralegal in Estate and Elder Law H2: Assist Attorneys in Estate Law, Elder Law,...
probate documents and related papers. - Identifying, gathering, and arranging the valuation of a decedent’s assets and administering estates from probate through final settlement. - Maintaining financial records for fiduciary accounting and tax preparation. - Preparing inheritance and... estate tax returns, fiduciary ac...
finalize a variety of legal documents, including wills, trusts, and powers of attorney. - Advise clients on tax implications and strategies related... to estate planning. - Administer estates, including filing necessary legal documents and managing probate processes. - Collaborate wit...
cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions for probate, accountings, and related court filings and correspondence as instructed by the supervising attorney. - Preparing and filing inheritance tax and fiducia...
& Estates Attorney Job Opportunity at Law Firm in Erie Are you a talented attorney with a passion for Trust & Estates law? **Members Only**, a highly reputable law firm in Erie, is currently seeking an attorney to join our...
Monday to Friday COVID-19 considerations: We adhere to all state orders and CDC guidance in preventing/mitigating the spread of COVID-19. Experience: Legal administrative or paralegal: 1 year (Preferred) License/Certification: Paralegal degree...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Title: Estates Administration Paralegal Job Responsibilities: - Assist attorneys in all aspects of estate administration, including probate proceedings and trust administration. - Prepare and file probate documents, including petitions, inventories, accountings, and court filings. - Manage the collection, valuation, and distribution of estate assets. -...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
and wealth protection planning, long-term care planning, estate administration, special needs planning, estate tax planning, litigation (such as... guardianship, trust reformation, contract disputes, will contests, debtor-creditor law), corporations, real estate, and gas and oil rights. - Draft, review, execute, and...
updates and gather necessary information. - Prepare tax returns related to estate... and trust administration. - Draft basic legal documents pertinent to trusts and estates. - Utilize bookkeeping skills to manage financial records accurately. - Demonstrate familiarity with Excel and financial statements to su...
required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary accountings... for es...
functions required to administer estates through final settlement. - Maintain financial records for use in preparing tax returns and fiduciary accountings. -... Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax... returns. - Prepare fiduciary accountings......
care, estate administration, special needs planning, estate tax, litigation, corporate law, real... estate, and gas/oil rights. - Craft with Precision: Draft, review, and file legal documents and correspondence to achieve desired outcomes. - Lead the Charge: Oversee case progress, manage paralegal w...
regularly with clients - Prepare tax returns - Prepare basic legal... documents - Utilize bookkeeping skills - Work with Excel and financial statements Education and Experience Information: - Significant experience in administering estates (3-5 years of experience preferred) - Excellent verbal and written communication skills - Bachelor’s Deg...
Title: Trusts & Estates Paralegal Job Responsibilities: - Assist attorneys in the administration of trusts and estates - Communicate regularly with clients - Prepare tax returns - Prepare basic legal... documents - Utilize bookkeeping skills - Work with Excel and financial statements Education and Experience Information: - 3-5 years...
regularly with clients - Prepare tax returns - Prepare basic legal... documents - Utilize bookkeeping skills - Demonstrate familiarity with tax returns, Excel, and financial... statements Education and Experience Information: - Significant experience in administering estates (3-5 years of experience required) - Excellent verbal and written commu...
looking for a new opportunity, we want to hear from you! Position Requirements: - 1-3 years of experience in administering complex estates and trusts - Experience preparing federal and state tax returns, including death tax... and income tax...
firm seeking Trusts and Estates Associate: Trusts and Estates Associate Opportunity at Boutique Law Firm in Pennsylvania **Members Only**, a well-established boutique law firm specializing in trusts and estates, is currently seeking a full-time associate to join their team...
elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate management. - Preparation of Pennsylvania Inheritance Tax Returns. - Proficient use... of Microsoft Office for documentation and communication. - Management of multip...
Title: Entry Level Associate Job Responsibilities: - Assist senior attorneys in providing legal representation to business and banking clients. - Engage in business and lending transactions. - Work on matters related to business organization and structure. - Participate in business succession and estate planning. - Involve...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate is responsible for the administration of trusts and estates from inception to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents....
Title: Wealth Protection Planning Attorney Job Responsibilities: - Craft Tailored Legal Solutions: Draft wills, trusts, and ancillary documents using law firm templates and cutting-edge legal software. - Be a Client Champion: Review documents with clients, provide clear feedback, and ensure their plans align...
Title: Estate Planning Attorney Job Responsibilities: - Craft tailored legal solutions by drafting wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. - Act as a client champion by reviewing documents with clients, providing clear feedback, and ensuring their plans...
Title: Experience Estate Planning Attorney Job Responsibilities: - Serve as a trusted advisor to clients seeking personalized estate planning and elder law solutions. - Guide clients through important life decisions, ensuring their assets are protected and their wishes are honored. - Provide legal expertise...
Title: Senior Long Term Care Planning Attorney Job Responsibilities: - Department Leadership: Provide strategic direction and oversight to the Long-Term Care Planning team, which includes planners, care coordinators, paralegals, and legal assistants. Ensure the department aligns with the firm's values of Quality,...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... is responsible for providing tax compliance and consulting services... management, leadership, technical, business development, and people skills. Key responsibilities include: - Participating in tax and consulting engagements, enhan......
OverviewA law firm seeks an experienced Trusts and Estates attorney with strong tax and transactional experience to... join deep knowledge of estate, gift, and generation-skipping transfer tax... planning, along with familiarity... with corporate and partnership tax issues related to business......