for representing individuals and trusts in estate, income, and... gift tax planning matters. The role involves active participation in trust and estate administration, requiring the associate to manage various legal tasks effectively. The associate will need to demonstrate a high...
Job Title: Wills, Trusts & Estates Attorney Job Responsibilities: -... planning strategies, including irrevocable trusts, into client plans. - Build... and maintain strong relationships with high-net-worth clients, particularly those with assets above $20 million. - Lead in-person meetings with clients to discuss and develop...
legal documents including wills, trusts, and estate planning documents,... ranging from simple to complex. - Provide empathetic and clear counsel to clients regarding their options. - Supervise support staff in the preparation of documents and the process of trust funding. - Collaborate with...
to finish. - Draft wills, trusts, and planning documents, ranging... from simple to complex. - Counsel clients with empathy and clarity on their options. - Supervise support staff in document preparation and trust funding. - Collaborate with financial and insurance professionals. - Help teach workshops,...
to finish - Draft wills, trusts, and planning documents ranging... from simple to complex - Provide counsel to clients with empathy and clarity on their options - Supervise support staff in document preparation and trust funding - Collaborate with financial and insurance professionals - Assist...
each case. - Draft wills, trusts, and planning documents, ranging... from simple to complex, tailored to meet the unique needs of each client. - Counsel clients with empathy and clarity, providing clear explanations of their options to enable informed decision-making. - Supervise support...
Title: Condo/Co-op Attorney (7+ Years of Experience – NYC) Job Responsibilities: - Understanding of offering plans and advising condo and co-op boards on governance matters, including elections, fines, and amendments. - Assist with shareholder/unit owner misconduct, including proprietary lease terminations, alterations, and eviction...
Title Senior Legal Counsel, Investments (Private Credit, Real Assets Lending) Job Responsibilities - Lead the identification, escalation, and mitigation of legal risks associated with the Fund’s Private Credit investment activities as part of the legal work stream. - Assist in...
Title: VP, Commercial Transactions Job Responsibilities: The VP, Commercial Transactions is responsible for providing strategic legal advice and transactional support to various departments within the company. Key responsibilities include: - Drafting, reviewing, and negotiating commercial/vendor agreements in support of the company’s procurement, facilities,...
Title: Associate General Counsel Intellectual Property, Technology, and Exempt Organizations Job Responsibilities: - Handling a wide range of legal matters, reporting directly to the VP - General Counsel and complementing the work of another Associate General Counsel. - Managing IP matters including copyright...
Title: Tax Services Senior Manager - FSO - Private Client Services, EDGE Job Responsibilities: As a Senior Services Manager in the Financial Services Organization (FSO) EDGE Private practice at the company, you will be responsible for delivering and managing tax compliance and...
services to individuals, partnerships, trusts, estates, and private foundations.... - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships, particularly during the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships, particularly during the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and a deep understanding of clients'...
Draft, review, and revise legal documents, including trusts, Wills, Powers of Attorney,... Health Care directives, and probate/administration petitions. - Assist in the representation of clients in various legal matters, including estate planning, Medicaid planning, and probate/estate administration proceedings. - At...
Title: Associate Attorney - Trusts & Estates/Probate Job Responsibilities: - Handle... all aspects of probate, estate settlement, and trust administration. - Draft and e-file petitions and court documents. - Collect, manage, and distribute estate and trust assets. - Prepare and review fiduciary accountings. - Meet with...
Secretary - Estates & Trusts Job Responsibilities: The Legal Secretary in... the Estates & Trusts department is tasked with... providing high-quality administrative and secretarial support. Key responsibilities include: - Interfacing with attorneys, audit managers, paralegals, and other legal and administrative staff. - Managing a...
Title: VP AGC – Wealth Management Platforms, Programs & Advisory Attorney Job Responsibilities: The VP AGC – Wealth Management Platforms, Programs & Advisory Attorney is responsible for providing strategic legal advice to various business units within the company. This position involves...
Title: Attorney Job Responsibilities: The Attorney will play a crucial role in a busy law firm, which is in its third generation of general practice. The practice areas include matrimonial and family law, real estate transactions, landlord/tenant proceedings, wills/trusts/estates and elder planning,...
Title: Senior Associate, Private Wealth Tax Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: Tax Manager - Business Tax Services - Private Tax - Cross Border Job Responsibilities: As a Tax Manager at the company, focused on cross-border tax needs for high net worth individuals and their affiliated entities, your responsibilities will cover a broad...
Title: Senior Associate, Private Wealth Tax Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: . Private Bank - Private Banker - Executive 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 and...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... join the Trusts and Estates Practice Group... transfer wealth and meet their personal and financial goals. - Estate and trust administration: Managing the administration of estates and trusts, incl...
Job Title: Trust & Estates Attorney Job Responsibilities: - Advise clients... legal documents including wills, trusts, business succession planning documents,... in the administration of estates and trusts, which involves... preparing inventories,... asset valuations, and accountings. - Oversee the distribution of trust and estate...
Job Title: Trust & Estates Attorney Job Responsibilities: - Advise clients... legal documents including wills, trusts, business succession planning documents,... in the administration of estates and trusts, including preparing... inventories, asset... valuations, and accountings. - Oversee the distribution of trust and estate assets...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will work in a boutique law firm specializing in estate and trust litigation, estate planning, and estate administration. The candidate will be expected to: - Engage in estate and trust litigation, providing legal representation and...
Attorney – Real Estate, Trusts & Estates, and Business... Law Job Responsibilities The Associate Attorney at the law firm will be responsible for: - Drafting and negotiating contracts of sale, leases, operating agreements, and planning matters, including wills, trusts, Medicaid planning, probate, and......
Title: Paralegal Trust and Estates Job Responsibilities: As a Paralegal in... the Trust and Estates department, the candidate will... be responsible for providing both legal and non-legal administrative support to attorneys. The role involves interfacing with clients, administrative agencies, and court personnel,...
corporate planning, focusing on trusts and estates. - Prepare probate... petitions as part of estate management duties. - Draft corporate documents, including buy and sell transactions and shareholders agreements. - Collaborate with clients to ensure their estate planning needs and corporate planning objectives...
Job Title: Estates & Trusts Secretary Job Responsibilities: The Estates &... Trusts Secretary at the law... secretarial support within the Estates & Trust department. The... role involves interfacing with attorneys, audit managers, paralegals, and other legal and administrative staff to serve the...
its dynamic and growing Trusts and Estates and Corporate... Practice Groups, either on a part-time or full-time basis. The role involves drafting, reviewing, and revising estate planning and corporate documents, preparing for document signings and closings, and managing business formations...
its dynamic and growing Trusts and Estates and Corporate... Practice Groups either on a part-time or full-time basis. The role involves drafting, reviewing, and revising estate planning and corporate documents, preparing for document signings and closings, and managing business formations...
in all phases of Trusts and Estates. This includes... tasks such as estate planning or administration, with a preference for candidates who possess experience in both areas. Medicaid experience is also highly beneficial. Key duties include managing case files to...
Title: Legal Assistant Job Responsibilities: - High level of client contact - Drafting correspondence - Managing attorney calendars - Scheduling and confirming appointments - Maintaining case notes Education and Experience Information: - Experience in Estate Planning and/or Estate Administration is required. - Ability to work in a fast-paced environment...
legal documents including wills, trusts, and other planning documents... ranging from simple to complex. - Provide empathetic and clear counsel to clients regarding their estate planning options. - Supervise support staff involved in document preparation and trust funding. - Collaborate with financial and...
various legal documents including Health Care Proxies, Powers of Attorney, Wills, Revocable Trusts, Irrevocable Trusts, Irrevocable Life... Insurance Trusts, and Retirement Trusts - Interpreting... attorney’s notes and incorporating those notes into documents tailored to each client’s needs - Excellent client correspondence skill...
Title: Deputy County Attorney (Social Services) Job Responsibilities: The Deputy County Attorney (Social Services) is responsible for professional legal work of a complex nature, representing the County in court cases and performing other legal tasks. The position operates under the general supervision...
Title: Associate General Counsel - Private Wealth Job Responsibilities: The Associate General Counsel for Private Wealth will have a pivotal role within the company's Legal & Compliance Department, focusing specifically on the Private Wealth sector. The primary responsibilities include providing strategic legal...
Title: Tax Manager - Trusts & Estates Job Responsibilities:... - Manage a client base consisting of wealthy individuals or high net-worth individuals with complex investments and succession strategies, as well as small business clientele. - Serve as a technical reviewer...
Title: Tax Manager - Trusts & Estates Job Responsibilities: - Manage... a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies, alongside small business clientele. - Act as a technical reviewer for all individual, estate, gift, and...
Tax Manager, Real Estate Department: Real Estate Tax Supervises: Seniors & Supervisors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence in...
Tax Manager, Real Estate Department: Real Estate Tax Supervises: Seniors & Supervisors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a New York City-based Certified Public Accounting and Consulting firm with...
Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence in...
Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: The company is a New York City-based Certified Public Accounting and Consulting firm...
Title: Counsel, Regulatory Compliance (Seniors Housing) Job Responsibilities: - Accountable for the data and analytics program specific to healthcare regulatory compliance across the network of properties. - Work closely with Legal and Business Insights teams to build data platforms to improve regulatory compliance...
Tax Senior Associate - Trusts & Estates Job Responsibilities: As a... Tax Senior Associate at Company, the individual will be responsible for a variety of tasks aimed at aiding successful companies and their ownership in avoiding surprises, coordinating tax strategies, and fostering...
in Elder Law and/or Trusts & Estates. This position... offers the opportunity to work closely with experienced attorneys on estate planning, Medicaid planning, guardianship, and probate matters. Ideal candidates will demonstrate strong legal research skills, an understanding of complex estate...