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for clients through office meetings, phone calls, correspondence, research, and document drafting. Work on routine to advanced estate and tax planning matters. Review/develop/revise templates, letters, procedures, etc. Draft correspondence, estate planning documents, probate / conservatorship / guardianship petitions, strategy r...
Planning Attorney The candidate will develop estate plans for clients through office meetings, phone calls, correspondence, research, and document drafting. Work on routine to advanced estate and tax planning matters. Review/develop/revise templates, letters, procedures, etc. Draft correspondence, estate planning documents,...
Firm Seeks Trust and Estates Attorney Kahan Kerensky Capossela, LLP, is seeking a motivated associate attorney to join its growing Estate Planning practice. The ideal candidate should have a strong academic background and work ethic, as well as excellent...
Accountant/Trusts & Estates Paralegal Responsibilities: Preparing fiduciary income, estate, and generation-skipping transfer tax returns at the federal and state level, as well as assistance with federal and state gift tax returns; Preparing fiduciary accountings for trusts, estates, conservatorships and guardianships;...
The candidate will independent handling of cases from inception to resolution. Craft and execute strategies that optimize favorable outcomes in advocating for clients based on the review of initial case information and on-going fact investigation. Substantive communication with courts, administrative...
Legal Responsibilities: Conducts legal research on federal and state law related to securities and life insurance, and the administration of fixed and variable annuity products. Provides support for annuity product development, and customer service inquiries and requests. Coordinate with internal...
management system and policies; assisting attorneys with the preparation, review and execution of contracts; coordinating corporate governance matters for company and its affiliated companies; providing research regarding guardianship matters; reviewing, editing, formatting,... and comparing complex legal documents, presentations and...
legal issues, including educational matters, licensing, guardianship, failure to report, contracts,... immigration, background checks, and HIPAA compliance. Conduct internal reviews of substantiation and registry decisions. Draft and review regulations. Legal review of agency policy. Should have 3+ years of expe...
Accountant The candidate will be responsible for handling all aspects of fiduciary income tax return preparation and federal and state estate tax return preparation, in addition to probate filings, and trust and estate administration and accountings. Essential Functions and Responsibilities:...
Hills office of a **MEMBERS ONLY**SIGN UP NOW***. Top Ranked Law Firm seeks an estate planning attorney with some experience. The candidate will develop estate plans for clients through office meetings, phone calls, correspondence, research, and document drafting. Work on routine...