help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
Law Offices is a boutique law firm headquartered in the City of Monterey Park, with a team of 12 attorneys, specializing in family law, estate planning, business law & estate planning. We value our company culture where we collaborate and...
Trusts and Estates Associate Job Title: Trusts... and Estates Associate Job Responsibilities: The Trusts and Estates Associate will... structuring services for individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role... involves estate planning, trust and estate administration, probate, and potentia...
business, and probate and trusts. The role involves engaging... in drafting business and real estate documents. The attorney should possess strong writing, analytical, and advocacy skills, and be able to work both independently and collaboratively. The position offers a potential...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for handling matters related to estate planning, trust administration, and probate. The role involves working directly with clients to provide personalized and high-quality legal services. The candidate...
Counsel Attorney Law Firm Join Our Team at Law Firm Law Firm is a distinguished boutique law firm specializing in estate planning, administration & litigation, real estate, and small business law. Our firm is dedicated to fostering a collaborative and supportive environment where...
Title: Legal Assistant - Estate Planning - Part-Time Job Responsibilities: The Legal Assistant will provide essential support to a small law office by handling various clerical, administrative, and reception tasks. The responsibilities include: - Offering clerical and secretarial support to the attorney and...
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
Title: Elder Abuse Attorney Job Responsibilities: The Elder Abuse Attorney will be responsible for a variety of legal duties that include but are not limited to: - Attending trials, arbitrations, depositions, mediations, and other court appearances. - Preparing pleadings and...
Title: Senior Staff Attorney - Family Law and Probate Self-Help Job Responsibilities: The Senior Staff Attorney is tasked with performing complex professional legal work, focusing on research and consultation for court staff and self-represented litigants. The role involves providing legal and administrative...
Title: Estate Planning Strategist, Vice President Job Responsibilities: The Estate Planning Strategist, Vice President at the company is responsible for collaborating with senior estate planning strategists and teams of investment professionals to provide clients and prospective clients with objective information and analyses...
Join the trust and estates practice within a small... focus on trust and estates cases. - Demonstrate excellent writing,... research, and organizational skills. - Work directly and effectively with clients, ensuring clear and professional communication. - Meet a billing requirement of 1500 hours...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and estate planning engagements,...
Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with divisional and wealth planning & advice leadership to develop and present content on various wealth management topics. - Serve as a resource to the field in areas of tax and trust & estate...
Title: Litigation Associate Job Responsibilities: The Litigation Associate will be part of the litigation practice at a law firm. The primary responsibilities include working on cases related to business, commercial, trust and estate, and real estate litigation. The associate will be expected...
Title: Executive Director-Wealth Planner Job Responsibilities: - Collaborate with divisional and department leadership to develop and present content on diverse wealth management topics. - Act as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies,...
Title: International Private Bank- Private Banker- Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Job Title: Trusts & Estates Attorney -... on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable trusts, Irrevocable Life Insurance Trusts... (ILITs), Spousal Lifetime Access... Trusts (SLATs), and Grantor Retained... Annuity T...
matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft California-compliant wills, trusts, powers of a...
Title: Elder Law Staff Attorney Job Responsibilities: - Work closely with and report to the Elder Law Practice Group Director, Deputy Directors of Litigation, and Executive Director. - Organize and participate in community outreach events, training, and community education events. - Be familiar with...
Title: Legal Assistant or Paralegal, Estate Planning Job Responsibilities: - Creating estate planning documents using firm software - Preparing documents for client signing - Interfacing with clients to gather information and provide follow-up - Conducting client signing meetings - Assembling binders for delivery to clients - Collaborating...
Title: Paralegal (Paralegal Certificate Required) Job Responsibilities: The Paralegal position at the law firm encompasses a variety of duties focused on estate planning, probate, trust administration, debt collection defense, and business law. Key responsibilities include: - Meeting with clients to understand their family...
Title: Bilingual in Spanish Certificated Paralegal Legal Assistant Job Responsibilities: - Handle sensitive information with discretion and confidentiality - Answer phones, schedule appointments, check incoming text messages, and process daily mail - Prepare and maintain paper and electronic case files...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be involved in various practice areas including business law, employment law, estate planning and administration, family law, land use, litigation, personal injury, and real estate law. The role...
Legal Administrative Assistant - Trusts & Estates Job Responsibilities: - Provide... to attorneys within the Trusts & Estates practice. This... includes tasks such as document preparation, calendar management, and filing. - Coordinate and manage daily office operations. This involves handling supplies, vendors, visitors,...
Title: Paralegal & Calendar Clerk Job Responsibilities: - Maintain and manage court calendars, deadlines, and tickler systems - Calendar hearings, motions, discovery deadlines, and trial dates - Assist with pleadings, discovery, and trial preparation - Coordinate filings with courts and...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Experienced Litigation Paralegal Job Responsibilities: - Assist both offices by supporting paralegals, case managers, attorneys, and administrative staff in litigation-related tasks. - Monitor and report on the status of cases, identifying matters that fall outside established deadlines and timeframes. - Proactively manage assigned...
Title: Legal Billing Specialist Job Responsibilities: - Review daily time entries for accuracy, completeness, and compliance with law firm billing policies; collaborate with attorneys to refine time descriptions. - Prepare, review, and finalize weekly pre-bills in Clio Manage, coordinating with attorneys and accounting...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services at the company is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: - Develop, Nurture & Manage Relationships: Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: 1. Develop, nurture, and manage relationships with Strategic Partners and their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified...
Title: Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities: - Develop, nurture, and manage relationships with Strategic Partners (SPs) and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Convert qualified...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: 1. Develop, Nurture & Manage Relationships: Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: - Develop, nurture, and manage professional relationships with Strategic Partners and their clients, positioning law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Meet with...
Title: 2027 2L Summer Associate Job Responsibilities: The 2027 2L Summer Associate position at the law firm offers a comprehensive introduction to the practice of law and the day-to-day life of an associate. The role provides meaningful responsibility and feedback akin to...
OverviewA law firm seeks an Of Counsel Attorney in Rocklin, CA. This role offers a unique opportunity for an experienced attorney to expand their practice within a dynamic and technology-driven environment. The firm values teamwork and professional development, providing a...