administrators, and beneficiaries in trust and probate litigation, including: - Contests... based upon lack of capacity, undue influence, or fraud. - Negligent management of assets. - Failure to account or inadequate accounting. - Co-trustee disputes. - Removal and surcharge actions....
planning, trust administration, and probate matters. - Respond promptly and... professionally to client emails, calls, and other requests to ensure client satisfaction and effective communication. - Communicate with clients to ensure they have a seamless and pleasant experience with the law firm. -...
The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and...
hire experienced personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal Responsibilities: Handles probate administration and trust post-death... administration matters, including drafting court pleadings, evaluating...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal will support attorneys in the Tax/Employee Benefits/Trusts & Estates department of a law firm. The role involves a wide range of tasks related to estate planning and trust administration. Key...
Title: Litigation Associate (Private Wealth & Fiduciary Litigation) Job Responsibilities: The Litigation Associate will join the Private Wealth and Fiduciary Litigation Team at the law firm, a globally recognized Am Law 50 firm. The team is known for its expertise in handling...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
a mission-driven team focused on providing high-quality estate planning and probate services. Your primary responsibilities... will include: - Managing limited conservatorship cases, which involves drafting, filing, and representing clients in court. - Handling probate matters from initiation to... conclusion, includi...
complex estate tax planning needs. - Draft and review estate planning documents, including revocable and irrevocable trusts, wills, deeds, and powers of attorney. - Assist with probate and trust administration matters. -... Prepare Form 706 estate tax returns. - International estate planning experience...
San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate... directives. - Prepare and file probate documents such as petitions,... asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial...
for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The... responsibilities include: - Reviewing and drafting communications, pleadings, and discovery documents. - Participating in mediations, mandatory settlement conferences, and trials or arbitrations. - Communicating effectivel...
Lead and oversee the probate team within the law... a personal caseload of probate, estate planning, and litigation... matters across California. - Refine and improve systems to ensure the practice operates efficiently and effectively. - Collaborate with a team of 10 attorneys,...
Title: Estate Planning Attorney (Hybrid) Job Responsibilities: The Estate Planning Attorney will be responsible for a variety of tasks essential to the management and execution of estate planning matters. Key duties include: - Managing estate planning matters and drafting comprehensive estate plans in...
firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling... clients on the most suitable estate plans or gifting strategies tailored to their individu...
various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently... while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication with clients during standard business hours (9 AM...
Title: Trust and Estates Paralegal (California) Job Responsibilities: The Trust & Estates Paralegal will play a crucial role within the Tax/Employee Benefits/Trusts & Estates department at the law firm. The individual will support attorneys in a variety of tasks related to estate...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
Title: Estate Planning Attorney Job Responsibilities: - Managing estate planning and business matters - Drafting comprehensive estate plans in Wealth Counsel, including Charitable Remainder Trusts (CRTs) - Analyzing, advising on, and revising a wide array of estate planning documents - Collaborating with clients to develop...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. -...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
specializing in Trusts, Estates, Probate, Trust Administration, and Litigation,... work environment where personal growth is encouraged. The ideal candidate will have 0-5 years of experience in Trusts, Estates, Conservatorships, and preferably some exposure to Probate litigation. This role requires... versatil...