high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day responsibilities include: - Designing and preparing core estate planning documents such as Wills and Revocable Trusts. - Implementing lifetime gifting strategies,... which in...
services, including drafting wills, trusts, and powers of attorney. -... Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. - Assist clients through probate proceedings and related legal processes. - Guide clients in the distribution of assets and the...
planning strategies, including wills, trusts, powers of attorney, and... advanced directives. - Draft and review estate planning documents with accuracy and attention to detail. - Manage client relationships with professionalism, empathy, and strong communication skills. - Conduct legal research and remain up-to-date on...
the areas of Wills, Trusts, and Probate. The teaching... opportunities may include morning, online, and Saturday courses. Faculty members are expected to demonstrate a commitment to continued professional growth and adhere to the State Bar Association's and/or other continuing educati...
matters, such as wills, trusts, powers of attorney, and... healthcare directives. - Elder Law Focus: Address legal challenges faced by elderly clients, including long-term care planning, guardianship, Medicare/Medicaid issues, and elder abuse prevention. - Probate and Estate Administration: Assist clients in navigating...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... is responsible for handling a comprehensive range of estate administration matters. This includes assisting attorneys at estates, funding post-death irrevocable trusts, preparing necessary documents, filing......
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager, you will play a pivotal role in managing tax engagements and leading a team of skilled professionals. Your responsibilities will include: - Reviewing individual, trust, partnership, and corporate...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter authority on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
what you need to know: The Law Firm of Bryan Fagan is seeking an experienced Estate Planning & Probate Attorney to join our growing team. This position offers a competitive salary range of $70,000 to $130,000 a year, based...
to join their team. This position will focus on probate, guardianship and trust litigation, as well as related administration of estates, trusts and guardianships. The ideal... candidate will have at least 3 years of experience in litigation and a...
Title: Senior Probate/Wills/Trusts Paralegal Job Responsibilities: As a Senior Probate/Wills/Trusts Paralegal at the law firm, you will engage in a variety of tasks aimed at supporting families through probate administration and estate planning with a focus on compassion, efficiency, and excellence. Key...
Title: Probate Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation from case inception through discovery, resolution or trial, post-trial, and case closure - Prepare court filings and assemble exhibits - Draft and respond to discovery demands (interrogatories, requests to produce...
responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate administration, managing post-death irrevocable trusts, preparing necessary documents, and... handling estate-related tax returns. The role involves the pre...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we believe...
business unit. The role encompasses a wide range of estate administration matters. The CPA (Paralegal) will be responsible for: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust acc...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... in the Trusts & Estates department at... of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Managin...
and handling complex probate and trust cases. The role involves representing a diverse clientele, including individuals and financial institutions, in probate and trust matters, often involving high net-worth individuals and trusts. Key responsibilities include: - Developing... and executing sophisticated litigation strategies....
Job Title: Trusts & Estates Paralegal Job Responsibilities: -... Prepare correspondence, estate planning documents, and corporate/partnership/LLC documents. - Maintain a tracking system for clients and entities, ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. -...
Title: Paralegal Job Responsibilities: - Assist attorneys in managing Private Wealth Management matters, including estate planning, trust administration, and tax compliance. - Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns....
Title: Estate Planning & Probate Paralegal Job Responsibilities: - Drafting pleadings - Preparing discovery - Filing documents with the court - Calendaring - Preparing trial exhibits - Other duties as assigned Education and Experience Information: - Must have a minimum of 2+ years of estate planning/probate experience in TX,...
Online Adjunct Faculty – Legal Education at **Members Only** **Members Only** (CALS) is a leading paralegal college that has specialized exclusively in the education of paralegals since opening its doors in 1987. CALS is committed to providing students with the knowledge...
Adjunct Faculty – Legal Education Opportunity at **Members Only** Company Overview **Members Only** (CALS) is a leading paralegal college that has specialized exclusively in the education of paralegals since opening its doors in 1987. The mission of CALS is to provide...
Title: Tax Planning Associate Experience: 1-4 years Salary: Not specified Law Firm Seeking Tax Planning Associate in Houston - **Members Only**, a leading law firm in Houston, is looking for an Associate to join their Tax Planning and Business Transactions section. - The ideal candidate should...
Firm Seeks Paralegal for Probate Department in Houston, Dallas, or San Antonio Are you a highly motivated and tech-savvy individual looking for a challenging and fulfilling career in the legal field? Do you thrive in a team-oriented environment and...
Title: Experienced Probate Paralegal Job Responsibilities: - Conduct client interviews to gather essential information and documentation. - Perform legal research to support legal proceedings and assist attorneys in case preparation. - Assist in drafting and reviewing legal documents related to probate law. - Investigate facts...
is very brisk at this large, international full-service law firm that is one of the oldest and most prestigious firms in the Pacific Northwest. Their practice includes corporate, litigation, real estate, intellectual property, legislative, and other types of law. It's...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within the Corporate Tax services at the company involves assisting clients in managing their tax obligations while minimizing the impact of tax on their...
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...
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...
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...
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...
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...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
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...
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...
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...
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...
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...
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...
minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through both routine and complex legal comprehensive estate planning services, including drafting wills, trusts, and powers of ... clients on...