Title: Estate Planning Attorney Job Responsibilities: - Provide sophisticated legal advice relating to estate planning, tax and transfer planning, and business succession planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining...
Draft and review wills, trusts, powers of attorney, and... other planning documents - Offer clear, compassionate guidance on Medicaid and planning strategies - Serve as a trusted advisor to help clients achieve their long-term goals Education and Experience Information: - Must be a Florida...
those needs. This includes designing wills, trusts, beneficiary designations, and other... essential documents to transfer and protect assets. The attorney will also work with small business owners to design and implement business succession plans. The clientele ranges from individuals of...
Handle tasks related to Trusts and Estates. - Draft... wills, trusts, and other legal documents... for high-net-worth individuals. - Provide estate planning services with a focus on tax implications. - Manage multiple work assignments simultaneously. - Work under pressure while...
Job Title: Attorney - Trusts and Estates Job Responsibilities: - Counsel... planning documents, including wills, trusts, and related instruments. - Manage... trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and direct...
law matters, including wills, trusts, advance directives, and powers... of attorney. - Assist with Medicaid planning, asset protection strategies, and long-term care arrangements. - Represent clients in probate proceedings. - Conduct legal research and draft tailored documents to meet client needs. - Stay current...
Title: Paralegal - Probate Administration + Estate & Trust Litigation Job Responsibilities: General Responsibilities (Probate): - Organize and maintain client files. - Track probate court deadlines. - Act as a liaison with fiduciaries and beneficiaries. - Assist attorneys when they are named as Fiduciary with tasks...
identifying and addressing the unique needs of clients in estate planning and administration. Responsibilities include: - Designing customized estate plans, including wills, trusts, beneficiary designations, and other... necessary documents to ensure asset protection and transfer. - Engaging in estate, income, and...
Title: Attorney Job Responsibilities: The largest family law firm in Northeast Florida is seeking an attorney with a minimum of two years of experience. The responsibilities for this position include: - Handling a caseload with a working knowledge of family law, estate planning,...
Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant at the law firm will be responsible for supporting estate planning attorneys by drafting legal documents and correspondence with precision and attention to detail. This role involves managing case files using document management systems...
review estate planning documents, including wills, trusts, powers of attorney, and... advance healthcare directives with precision and clarity. - Provide expert legal advice on estate tax strategies, probate procedures, and asset transfer methods to optimize client outcomes. - Independently manage a ca...
creating and managing wills, trusts, powers of attorney, and... The attorney will guide families with care, patience, and compassion through various legal processes, including: - Estate Planning: Assist clients in setting up wills, trusts, and other estate planning... tools to ens...
Title: Senior Associate – Private Client Services Job Responsibilities: The Senior Associate in the Private Client Services Practice Group will be responsible for providing high-quality legal services in estate planning, estate and gift taxation, estate and trust administration. The role involves working...
Title: Associate Attorney Job Responsibilities: - Draft and review sophisticated estate planning documents, including complex trust structures and tax-sensitive planning. - Engage in estate and trust administration, client counseling, and beneficiary communications. - Coordinate with CPAs and financial advisors to ensure comprehensive client service. -...
trust administration, and related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. Education and Experience... Information: - 4-15...
Title: Int'l Tax and Private Wealth Services Associate Job Responsibilities: - Focus on pre-immigration tax planning for clients - Draft domestic and foreign trust instruments for international clients, with a priority on the latter - Handle cross-border investments, including the formation, oversight, and reorganization...
and administration of wills, trusts, and estates. Key responsibilities... include: - Assisting attorneys in drafting and reviewing legal documents related to estate planning, including wills and trusts. - Managing probate and... trust accounting tasks to ensure compliance and accuracy. -...
Title: Estate Planning and Probate Attorney Job Responsibilities: - Client Management: Communicate with clients to initiate engagements, ensure timely progress of matters, and align the firm's efforts with client needs. - Drafting Documents: Prepare legal documents related to estate planning. - Client Meetings: Meet...
candidate with 5 to 7 years of experience in estate planning. The candidate must possess an . in Tax and have robust experience in drafting various estate planning documents. These documents include revocable and irrevocable trusts, charitable planning instruments, and......
Firm Seeking Wealth Strategies Attorney with 4+ Years of Experience in Estate Planning, Probate Administration, and Trust Administration - Competitive salary and benefits offered - . in Taxation or Estate Planning preferred but not required - Must be a...
is seeking a Tax, Trusts & Estates Associate to... in which the Firm has an office and where the candidate desires to be resident is required. The Tax, Trusts & Estates Associate should... possess strong academic credentials and excelle...
Job Title: Tax, Trusts & Estates Associate Job Responsibilities:... The Tax, Trusts & Estates Associate will... be responsible for handling a variety of matters related to tax, trusts, and estates. The duties... documents such as wills, trusts, and estate plans. - Advising......
Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS,... and charitable lead annuity trusts. - Co...
Job Title: Private Client Trusts & Estates Associate/Senior Associate Job... Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate... matters, specifically focusing on trusts and estates. The primary... responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Applying knowledge of...
Title Senior Associate - Private Client Services Job Responsibilities The role of Senior Associate in the Private Client Services Practice involves providing legal services in the areas of estate planning, estate and gift taxation, and estate and trust administration. The successful candidate will...
Job Title: Trusts & Estates Associate (Mid-Level) Job... Responsibilities: The Trusts & Estates Associate at... to the administration of trusts and estates. The primary... include the administration of trusts and estates from inception... to completion. This involves reviewing and drafting trust...
Job Title: Private Client Trusts & Estates Associate/Senior Associate Job... administration. The successful candidate will be responsible for advising clients on sophisticated trusts and estates matters, tax... strategies, and succession planning. This includes dealing with domestic estate planning, succession planning,...
Job Title: Private Client Trusts & Estates Associate/Senior Associate Job... Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate... private client matters involving trusts and estates. Key responsibilities... include: - Engaging in high-net-worth trust and estate planning and administration. - Advising on domestic estate...
Job Title: Private Client Trusts & Estates Associate/Senior Associate Job... Responsibilities: - Demonstrated experience in high-net-worth trust and estate planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and...
the areas of estate planning, estate and gift taxation, estate and trust administration, and related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal... counsel to i...
Job Title: Private Client Trusts & Estates Attorney Job... Responsibilities: The Private Client Trusts & Estates Attorney will... planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and... accounting procedures. The a...
Join Our Team as a Probate & Estate Planning Attorney in Miami, FL H2: Experienced Attorney Needed for Remote Position at Top Estate Law Firm Bullet Points: • Seeking experienced probate, trust & estate planning attorney • Full-time, remote...
Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
preservation and planning strategies. The key duties include: - Preparing Last Will & Testaments, Revocable and Irrevocable Trusts. - Preparing ancillary Estate Planning... documents, such as Health Care Surrogates, Powers of Attorney, and Living Wills. - Developing specialized and focused estate plans tail...
administration. - Offer related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Maintain autonomy... and freedom in ser...
ensuring client needs and expectations are met. - Review or draft essential legal documents such as wills, trusts, deeds, probate, and guardianship... pleadings, ensuring accuracy and compliance with relevant laws. - Manage case deadlines, track case progress, and maintain strong client relation...
are seeking a Wealth Strategies Attorney to join our team at Shumaker, where we value both legal excellence and an enjoyable workplace. This position, located in Sarasota, Florida, offers an exciting opportunity to engage in sophisticated and challenging estate planning...
Job Title: Trusts and Estates / Wealth... Planning Attorney Job Responsibilities: - Engage in complex domestic and international estate planning. - Handle related income, partnership, and tax planning for clients. - Provide corporate and personal planning services for high-net-worth individuals and multinational families. - Collaborate...
estate plans, including wills, trusts, powers of attorney, and... health care documents. - Assist with probate and trust administration from start to finish. - Manage cases independently with a "no surprises" approach. - Maintain excellent communication with clients and team members. - Uphold values...
Title: Partner Level Attorney Job Responsibilities: - Work in core practice areas including Estate Planning and Wealth Preservation. - Collaborate within a close-knit, dynamic team environment. - Deliver client service and work product of the highest quality. - Engage in legal innovation and continuous improvement...
Title: Partner Level Attorney Job Responsibilities: - Work within core practice areas, specifically focusing on Probate. - Collaborate in a close-knit, dynamic team environment. - Deliver passionate client service and produce high-quality work. - Contribute to the firm's commitment to legal innovation and continuous improvement. -...
County Government is currently seeking a highly qualified and experienced Assistant County Attorney to join our team. This position offers a competitive salary range of $85,000 - $195,000 annually, based on experience and qualifications. As a full-time, salaried position, the...
associate to join its Trusts, Estates, and Wealth Preservation... practice in Naples, Florida. The ideal candidate will possess excellent experience and academic credentials, contributing to a collaborative and sophisticated team a broad range of estate planning documents, including wills...