revise, and finalize estate planning documents including wills, trusts, powers of attorney, advance... directives, and related instruments. - Coordinate execution and notarization of legal documents with clients. - Manage matter timelines, maintain legal files, and ensure deadlines are met. - Organize client meetings...
and execute legal documents including wills, trusts, powers of attorney, and... advance directives. - Advise clients on estate, gift, and generation-skipping tax implications. - Assist with probate and trust administration matters as needed. - Maintain accurate and confidential client records. - Collaborate with paraleg...
Title: Senior Tax Manager, Real Estate Job Responsibilities: As a Senior Tax Manager at the company, you will offer tax consulting and compliance services to a varied clientele within the construction and real estate sectors. Your responsibilities will include: - Performing tax research...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
legal documents including wills, trusts, powers of attorney, and... correspondence. - Maintain both digital and physical client files ensuring confidentiality and organization. - Manage attorney calendars, meetings, and appointments related to court or document signings. - Professionally communicate with clients, financial advisors, and...
Law Firm Seeking Experienced Trusts & Estates Associate ... to providing our clients with the best possible representation. Our team is dedicated to upholding the highest standards of excellence and we are currently seeking an experienced Trusts & Estates Associat...
Job Title: Trusts & Estates Associate Job... Responsibilities: The Trusts & Estates Associate will... join the Trusts and Estates team within... both taxable and non-taxable estates. - Administering estates and... trusts post-death. - Collaborating with... a team of professionals to...
TITLE: Senior Paralegal, Private Trusts and Estates DEPARTMENT: Legal Support... SUMMARY The Senior Paralegal, Private Trusts and Estates position at... the law firm involves working under the direct supervision of a lawyer to provide substantive legal services. While a lawyer may delegate...
Job Title: Tax, Trusts, and Estates Associate Job Responsibilities: The... Tax, Trusts, and Estates Associate will... be joining a newly established office in Chicago and will play a pivotal role in shaping and expanding the presence of the law firm in this...
Job Title: Tax, Trusts, and Estates Associate Job... Responsibilities: The Tax, Trusts, and Estates Associate will... be responsible for serving high-net worth individuals, traditional and nontraditional families, family offices, and family-owned businesses in all areas of estate and tax planning....
including revocable and irrevocable trusts, gift trusts, promissory notes,... identifying key provisions and issues. - Assist with modifications to irrevocable trusts, including through the decanting... process. - Prepare and file gift and estate tax returns, coordinating with paralegals as necessary. - Draft profe...
teaching opportunities in the area of Trusts and Estates. The responsibilities... include performing all duties and responsibilities of a faculty member that are consistent with the faculty member's qualifications and in the best interests of the institution. This involves preparing...
Title: Private Wealth Planning Associate Job Responsibilities: The Private Wealth Planning Associate will be part of the Private Wealth Planning Group at a law firm, engaging in high-net-worth wealth planning. The primary responsibilities include: - Managing large projects efficiently and effectively. - Interfacing with...
Job Title: Trusts & Estates Associate Job Responsibilities:... - Demonstrate excellent drafting, writing, and analytical skills, with a strong focus on precision and attention to detail. - Exhibit a high level of organization, along with exceptional verbal and interpersonal skills. -...
Planning Attorney Job Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will play a pivotal role in assisting clients to secure their legacies and ensure their wishes are honored. The core responsibilities include working closely with current attorneys and clients to...
Firm is currently seeking a highly motivated Associate Attorney with 3-5 years of experience in estate planning and estate administration, with a focus on income tax law. This is an exciting opportunity for an attorney looking to further their career...
in teaching responsibilities within the Legal Analysis, Research, and Communication (LARC) program. This includes offering legal drafting courses in specialized areas such as Trusts & Estates. Additionally, opportunities... exist to teach general and advanced LARC courses, which encompass skills...
work schedule. Parental leave. Generous PTO and holiday schedule. Professional development and training opportunities. Responsibilities Provide sophisticated estate planning, wealth transfer and tax advice to high-net worth individuals and families. Develop and maintain...
Title: Estate Planning Attorney Job Responsibilities: - Work on sophisticated estate planning and estate administration matters. - Engage in tax planning activities. - Provide general business advice to clients. - Draft legal documents with precision and accuracy. - Interact significantly with clients and referral sources. Education and...
Title: Estate and Tax Planning and Compliance Associate Job Responsibilities: The Estate and Tax Planning and Compliance Associate will join the Estate and Tax Planning and Compliance practice group at a law firm. The primary responsibilities include: - Preparing federal...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... in the administration of estates and the funding of... post-death irrevocable trusts. The role involves preparing... necessary documents, probate pleadings, and filing estate-related tax returns....
not only have the best **Members Only** positions, but we also have the most. Associate Attorney - Trusts and Estates The candidate... will design and drafting of their estate plans. Consult with and advise fiduciaries in probate and trust administ...
have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate's must... have a minimum of 5 years of estate and gift tax return preparation experience to join its growing and highly collabor...
We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate should... have Bachelor's Degree or Paralegal Certificate. Should have 5+ years of relevant trust and estates experience within...
We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate should... have 5+ years of estate and gift tax return preparation experience. Should have extensive experience with the preparat...
a part of a highly successful, full-service law firm that counts among its esteemed clients many Fortune 250 firms. This firm has a reputation for treating associates exceedingly well. The branch office of a large international law firm, this...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
not only have the best **Members Only** positions, but we also have the most. Associate Attorney - Private Client, Trusts and Estates Group Design... and drafting of their estate plans. Consult with and advise fiduciaries in probate and trust admin...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities to...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will... be compiling, organizing, and indexing documentary evidence. Filing documents with state and federal courts in paper or...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will... represent numerous family offices, trustees, public figures, fiduciaries, CEOs of public companies, and prominent close...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account records setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Private Wealth Planning Paralegal at **Members Only** H2: Join Our Team as a Paralegal with Strong Estate and Gift Tax Return Preparation Skills Law Firm Seeking Experienced Paralegal with Strong Estate and Gift Tax Return Preparation Skills Responsibilities:...
Title: Estate and Trust, Probate and Guardianship Paralegal Job Responsibilities: The Estate and Trust, Probate and Guardianship Paralegal is tasked with providing paralegal support to attorneys, specifically in the areas of estate and trust planning and administration, probate, and guardianship....
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Legal Administrative Assistant Job Responsibilities: - Assist in compiling necessary data and information from clients related to real and personal property for trust and estate planning documents. - Prepare initial drafts and make necessary edits to probate documents as directed. - Assist in...
The candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred. Should have 3+ years of experience in one or more of the following areas: Estate Planning....
Brook office of a **Members Only** Top Ranked Law Firm seeks an attorney with 3-4 years of experience in estate planning and estate and trust administration matters, including all planning techniques and contested probate matters. The candidate must have...