Title: Estate Planning Attorney Job Responsibilities: - Client Consultation & Education: Conduct empathetic, in-depth consultations to educate clients on estate planning strategies tailored to their unique family and financial situations. - Plan Design: Architect comprehensive estate plans that protect legacies and provide peace...
Title: Wealth Transition Services Senior Manager - Estate & GST Reviewer Job Responsibilities: - Review United States Estate and Generation-Skipping Transfer (GST) Tax Returns (Form 706) and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are...
the Private Client Services group. The primary responsibilities include: - Estate Planning: Provide comprehensive estate planning services to clients, ensuring their assets are managed and distributed according to their wishes. - Probate: Handle probate matters, guiding... clients through the legal process...
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...
Planning Legal Secretary Job Title: Estate Planning Legal Secretary Job Responsibilities: - Provide legal secretarial support in the Estate Planning department. - Utilize prior estate planning experience to manage tasks effectively. - Demonstrate proficiency in MS Office Suite for various tasks. - Engage in strong word...
Title: Associate Attorney (Tax & Estate Planning) Job Responsibilities: The Associate Attorney in the Tax & Estate Planning department at the law firm will be responsible for engaging in a range of tax-related legal work. Key responsibilities include: - Providing legal counsel and...
Title: Associate Attorney Job Responsibilities: - Conduct comprehensive legal research using Westlaw. - Draft and review legal documents, including pleadings, contracts, and memoranda with precision and clarity. - Conduct discovery, including written discovery and depositions. - Manage a caseload across diverse practice areas. - Assist in...
Title: Estate Planning Legal Secretary Job Responsibilities: - Provide support within the Estate Planning Practice Group at a law firm. - Utilize prior estate planning experience to assist in various tasks. - Demonstrate proficiency in the MS Office Suite for various office-related tasks. - Engage...
OverviewA law firm seeks an Estate Planning Attorney in Farmington, UT. This role involves guiding clients through essential planning processes, focusing on estate planning and related legal matters. The position offers a dynamic work environment with opportunities to support clients...