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...
Job Title: Trusts and Estates Paralegal Job Responsibilities: -... judicial council forms and other court documents. - Managing estates, including collecting and inventorying... assets, accountings, and asset distributions. - Communicating directly with clients, beneficiaries, and other parties involved in estate planning and administration. - M...
Associate Attorney - Wills, Trusts, Probates Job Responsibilities: - Provide comprehensive... services, including drafting wills, trusts, powers of attorney, and... advance healthcare directives. - Advise clients on strategies to minimize estate taxes and protect their assets. - Handle all aspects of probate and trust...
services to clients with sophisticated needs. This includes the competent drafting of both revocable and irrevocable trusts, particularly with generation-skipping transfer... tax provisions. The attorney will need to have significant knowledge and understanding of Irrevocable Life Insurance Trusts (ILITs), Chari...
Title: Litigation Associate Attorney Job Responsibilities: - Research and draft discovery documents. - Prepare for and attend legal hearings. - Take and defend depositions in various cases. - Conduct thorough legal research. - Prepare for and conduct hearings and trials effectively. - Interview clients and assist them...
planning documents, including wills, trusts, powers of attorney, and... advance health care directives, using estate planning software. - Meet with clients during signing appointments to finalize documents. - Maintain organized client files and ensure deadlines are met. - Perform basic legal research related...
Title: Paralegal (Litigation) Job Responsibilities: - Provide administrative support to attorneys, including managing, planning, and calendaring conference calls, meetings, and deadlines, as well as interfacing with clients. - Schedule consultations, appointments, and depositions. - Possess knowledge of federal and state court rules and procedures. -...
Title: Litigation Paralegal Job Responsibilities: - Manage a reasonable caseload of civil litigation and trust litigation matters, from beginning to end. - Perform legal research and work with attorneys to develop and present legal arguments. - Complete legal forms and draft documents, including pleadings,...
Title: Paralegal - Litigation and Estate Planning Job Responsibilities: - Provide administrative support to legal professionals, including attorneys and paralegals. - Assist in document preparation, formatting, proofreading, and filing. - Manage and organize legal correspondence, documents, and records. - Coordinate meetings, court dates, and appointments. -...
TITLE Senior Probate Litigation Attorney JOB RESPONSIBILITIES The Senior Probate Litigation Attorney at the law firm is responsible for handling some of the largest and most complex probate litigation cases. The role requires a candidate who is detail-oriented, conscientious, and...
both taxable and non-taxable estates. - Prepare and review... and review Form 1041 (. Fiduciary Income Tax Return) for simple and complex trusts and estates. - Assist... in trust... allocations between marital, bypass, GST-exempt, and GST non-exempt subtrusts, and f...
Title: Litigation Associate Job Responsibilities: The Litigation Associate will be part of the Litigation Department at the law firm and will engage in a variety of complex disputes. The responsibilities include: - Conducting legal research and handling discovery processes. - Taking and defending depositions...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, particularly focusing on pass-through entities and their business owners. Key responsibilities include: - Conducting tax planning, preparation, and...
owners. - Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and individual returns, including estates, trusts, and charitable entities. - Manage... client engagements, supervise and review work of team staff members, and work closely with clients and i...
Title: Tax Manager - Partnerships Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including...
Title: Tax Manager - Partnerships Job Responsibilities: - Advise clients on a range of tax services, including corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients to ensure optimal tax solutions. -...
Title: Tax Manager - Corporate Tax Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Develop and maintain relationships with clients, including engaging in networking...
clients with pass-through entities and their business owners. Key duties include: - Performing tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, Partnerships, and the individual returns of business owners, which may also involve estates, trusts, and charitabl...
Administrative Assistant - Tax, Trusts, and Estates Job Responsibilities: The Administrative... Paralegals within the Tax, Trusts, and Estates department. Key... responsibilities include: - Managing heavy calendaring for attorneys to ensure efficient scheduling and time management. - Coordinating with other departments to confirm appointments, ensuring...
Title: Associate Attorney Job Responsibilities: - Conduct legal research using tools such as Westlaw and Lexis-Nexis to support case preparation. - Draft legal documents, including pleadings, motions, discovery, court appearances, and assist in conducting trials. - Collaborate with senior attorneys to develop case strategies...
Title: Tax Manager, Private Wealth Job Responsibilities: - Work directly with clients on new initiatives and manage follow-through with team members and clients. - Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives. - Manage and further leverage...
Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...
income tax returns, closely held businesses (pass-through entities), trusts, estates, and gift tax... returns. - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory and tax authorities' audi...
Title: Attorney Job Responsibilities: The attorney will be responsible for handling a variety of legal matters primarily focused on construction, wage & hour, business, and real estate litigation, as well as estate planning and assisting clients with trust administration. This role involves...
Title: Bilingual Legal Receptionist Job Responsibilities: The Bilingual Legal Receptionist at the law firm will be responsible for a variety of administrative and clerical tasks that support the firm's operations, particularly in the areas of Estate Planning, Trust Administration, Probate, and related...
Title: . Private Bank - Private Banker - Senior Associate 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 and...
Job Title: Trusts and Estates Paralegal Job Responsibilities: As... a Trusts and Estates Paralegal at... aspects of trust and estates transactions, administration, and litigation.... Key duties involve drafting estate planning and funding documents, preparing real estate transfer documents, and handling probate and...
Title: Junior Attorney Job Responsibilities: - Conduct legal research, prepare for and attend hearings and/or other legal proceedings, and provide legal counsel with the help of senior associate attorneys. - Resolve cases efficiently by communicating effectively with and working alongside senior attorneys and...
Join Our Team as an Associate Attorney at **MEMBERS ONLY**SIGN UP NOW***. H2: Become Part of a Growing Law Firm and Make a Difference in Clients' Lives Are you a motivated and passionate attorney looking for an opportunity to grow in...
Title: Trust and Probate Litigation Associate 0-4 Years Experience (In-Person) Job Responsibilities: - Collaborate with a team of attorneys, paralegals, and other professionals to deliver comprehensive dispute resolution and litigation solutions to clients. - Draft and review various civil litigation documents, including pleadings,...
proofread, and edit legal documents such as wills, trusts, and powers of attorney. -... Manage attorney calendars, schedule client meetings, and coordinate court appearances. - Maintain confidentiality and professionalism in client communications. - Handle general office tasks including phones, filing, notary, and co...
Title: Legal Assistant Job Responsibilities: - Take care of administrative tasks and office correspondence by answering phone calls and emails, communicating with opposing attorney offices, taking dictation, and informing the team of upcoming deadlines. - Undertake other duties as needed to ensure the...
Title: Part Time Estate Planning Attorney Job Responsibilities: - Guide clients through estate planning with clarity and empathy, ensuring they understand the process and their options. - Manage probate and trust administration matters with precision and care, providing clients with professional and compassionate...
Qualifications: Familiarity with estate tax planning and asset protection strategies Experience with business succession planning Previous experience in a law firm setting Salary Information: Salary range: $100,000 - $160,000 per year, depending on...
Firm Seeking Legal Assistant/Paralegal in Torrance, CA H1: Join our Team as a Legal Assistant/Paralegal in Torrance, CA **MEMBERS ONLY**SIGN UP NOW***. H2: About the Position **MEMBERS ONLY**SIGN UP NOW***., a reputable law firm in Torrance, CA, is currently seeking a Legal...
Title: Certified Paralegal Job Responsibilities: - Conduct legal research and prepare discovery requests and responses, including Motions to Compel Discovery and oppositions. - Prepare petitions and complaints, draft other legal documents, and communicate effectively with clients. - Track time and manage other tasks as...
documents such as wills, trusts, powers of attorney, and... advance healthcare directives. - Scheduling client appointments and coordinating attorney calendars. - Managing client files and data within the case management system. - Serving as a primary point of contact for client communications—via phone,...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager within the Private Client Services is tasked with providing comprehensive tax compliance and consulting services to high net-worth clients. This role involves managing tax and consulting engagements, identifying and...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, leveraging their educational background and professional experience. They manage tax...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager in the Private Client Services at the company is tasked with managing tax and consulting engagements for high net-worth clients. This includes identifying and addressing client needs, tax...
Strategist - City National Rochdale: $122,535 - $208,715 per year Experience: Minimum 8 years of financial planning or related experience, minimum 8 years of experience within Banking, Brokerage, or Insurance culture Location: San Francisco, California; Los Angeles, California; Beverly Hills,...
- Responsible for expanding relationships with high ultra-high net-worth clients at CNR - Attract new clients by partnering with field business development officers - Develop materials for HNW and UHNW clients in areas of estates and trusts, income taxation, philan...
National Rochdale is looking for a Wealth Strategist to join their team in various locations across the US, including San Francisco, Los Angeles, Beverly Hills, Houston, Chicago, and Lake Mary. In this role, you will be responsible for expanding and...
Estate Planning Attorney at **MEMBERS ONLY**SIGN UP NOW***. H2: Join our Growing Firm and Make a Difference in Your Community Trust and estate planning is a crucial aspect of ensuring that an individual's assets are managed according to their wishes after their...
Overview: A respected law firm based in Eureka, California, is seeking a dedicated Estate Planning Associate Attorney. This role offers the opportunity to work closely with clients and colleagues in delivering comprehensive estate planning services, trust and estate administration, and...