Job Title Paralegal - Trusts and Estates Job Responsibilities The Paralegal... in the Trusts and Estates department at... legal documents such as wills, pleadings, motions, petitions, guardianship applications, and power of attorney requests. - Drafting business plans and financial reports pertinent to trusts an...
legal concepts in a manner that is easy for clients to understand. - Draft and Design Estate Plans: Prepare a range of estate planning documents, from simple wills to complex tax-saving trusts; training will be provided... for the more complex aspects....
Title: Senior Associate - Trusts & Estates Job Responsibilities: - Draft... wills, revocable and irrevocable trusts, powers of attorney, health... care proxies, and related documents. - Guide clients and fiduciaries through the full lifecycle of estate and trust administration, including probate matters, fiduciary...
Job Title: Estates Legal Assistant Job Responsibilities: - Assist... in preparing and filing New York (NY) and New Jersey (NJ) Estate documents in surrogate’s courts. - Draft various legal documents including Petitions/Applications for Appointment, Letters of Administration, Adequacy Orders, Wrongful Death Compromises, Family...
pensions and benefits, Employment Law, Family Law (including Domestic Relations Orders, Income Execution Orders, Temporary Restraining orders), Freedom of Information Law, Open Meetings Law, and Trust and Estates Law (such as Powers... of Attorney, Letters Testamentary, Spousal Right of I...
Title: Mid-Level Commercial Real Estate Associate Job Responsibilities: As a mid-level Commercial Real Estate Associate, you will be an integral part of the team, engaging in the following key responsibilities: - Advising institutional investors, developers, and private equity clients on a wide spectrum...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
to the Trust and Estates Practice at the law... firm. The candidate will be responsible for performing a variety of administrative duties which include: - Coordinating busy calendars and managing work assignments. - Preparing legal correspondence and documents. - Transcribing digital dictation. - Organizing...
Title: Bankruptcy, Associate Attorney Job Responsibilities: The Bankruptcy, Associate Attorney will be responsible for representing creditors in federal bankruptcy court. This entails performing tasks such as drafting motions for relief from the automatic stay, preparing and defending secured creditor proofs of claims,...
Title: Legal Assistant/Paralegal Job Responsibilities: - Answer incoming calls and route messages appropriately - Schedule client appointments, document signings, and real estate closings - Draft letters, forms, and legal documents under attorney supervision - Organize and maintain digital and physical case files - Greet clients and...
area of wills and estates. Responsibilities include: - Meeting and... consulting with clients to understand their needs and provide legal guidance. - Drafting legal documents such as petitions, motions, and estate-planning instruments. - Keeping clients informed of progress and responding to inquiries in...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Defense Litigation Associate Attorney – Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for various clients, including senior living, healthcare, and restaurant/building owners. - Assist in product liability defense...
Title: Defense Litigation Associate Attorney - Medical and Life Sciences Job Responsibilities: - Support the Medical and Life Sciences team in defending general and premises liability matters for a diverse range of clients, including senior living facilities, health care providers, and restaurant/building...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: Experienced Attorney - Environmental Law Job Responsibilities: The Environmental Attorney at the law firm will have a comprehensive range of responsibilities that include: - Advising clients on federal and state environmental regulations, specifically laws such as CERCLA, CAA, RCRA, ECL, SEQRA, and...
Title: Paralegal Job Responsibilities: The paralegal position at the law firm involves a comprehensive blend of administrative, financial, and paralegal duties. The role is designed to support the Executive Director of the George and Margaret Mee Charitable Foundation, encompassing tasks that contribute...
Title: Fiduciary Director Job Responsibilities: - Manage and develop trust centers, associated support, and specialty teams within Information, Management, and Technology, focusing on delivering services of moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated with Information, Management,...
Title: Litigation Associate Job Responsibilities: - Manage an active caseload across various areas including Personal Injury, Estate and Trust Litigation, Guardianship matters, and general litigation. - Work closely with clients throughout the litigation process to ensure effective representation. - Prepare...
for various estates and trusts. - Preparation of estate and... gift tax returns. - Preparation of private foundation returns. - Preparation of estate and gift tax calculations for estate planning matters. - Perform tax research. - Computation of trustee’s and executor’s commissions. - Calculation of unitrust...
Title . Private Bank - Private Banker - Vice President/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: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... in the Trusts and Estates department at... both taxable and non-taxable estates. Key responsibilities include: - Interacting... with a diverse range of clients through various communication methods including in-person meetings, phone calls,...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... in the Trusts and Estates department at... both taxable and non-taxable estates. Key responsibilities include: - Interacting... with a wide variety of clients through various communication channels such as in person, phone,...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... in the Trusts and Estates department at... both taxable and non-taxable estates. Key responsibilities include: - Interacting... with a wide variety of clients in person, on the phone, via email, and video...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal... in the Trusts and Estates Department at... both taxable and non-taxable estates. The primary responsibilities of... this role include: - Interacting with a diverse range of clients through various communication channels such...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts... & Estates Team at... both taxable and non-taxable estates. The responsibilities of this... role include: • Interacting with a wide variety of clients in person, on the phone, via email, and through...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The position... both taxable and non-taxable estates. Key responsibilities include: - Interacting... with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: - Work... both taxable and non-taxable estates. - Interact with a wide... variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist...
customized estate planning. This includes designing wills, trusts, beneficiary designations, and other... essential documents to transfer and protect assets. The attorney will also work with small business owners to design and implement business succession plans. The role involves representing high-net-...
needs. - Design wills, trusts, beneficiary designations, and other... documents needed to transfer and protect assets. - Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other...
Title: Attorney - Estate Planning and Elder Law Job Responsibilities: As an Estate Planning and Elder Law Attorney at the law firm, you will be entrusted with managing client matters from inception to completion. This includes conducting consultations, design meetings, strategy...
Title: Estate Administration Senior Associate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors,...
Title: Estate Administration Partner- Senior Attorney Job Responsibilities: - Lead and manage the Estate Administration department, including overseeing the team and developing strategic initiatives. - Handle a caseload of complex and high-net-worth estate matters, ensuring all legal and procedural requirements are met efficiently...
and business law. - Handle legal matters related to estate planning, including drafting wills, trusts, and powers of attorney. -... Oversee residential and commercial real estate transactions, including reviewing contracts, conducting closings, and resolving title issues. - Assist clients with business formation, contra...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
Title:** Director, Elder Law Project **Job Responsibilities:** - Provide overall strategic direction to the Elder Law Project (ELP), assisting NYC-area seniors of limited means with life planning and other legal documents, facilitating aging with security and dignity. - Stay informed...
administrative and legal functions related to client estates, estate planning, and trust... accounting. The essential duties and responsibilities include: - Administering estates by identifying, valuing, collecting,... and distributing a decedent’s assets. - Preparing estate tax returns and fiduciary income tax returns. - Mainta...
in the trust and estates practice area. - Prepare New... Jersey inheritance tax returns and federal estate and gift tax returns. - Manage trust accountings and oversee estate administration tasks. - Utilize strong analytical skills and attention to detail in all tasks. - Maintain...
County government within the Family Court and Social Services Bureau. The role involves appearing in Family Court, Supreme Court, and Surrogate’s Court to manage serious and complex cases that include guardianships, adult protective services matters, trust and estates, and...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm will be responsible for managing multiple estate planning and estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists,...
Title: Legal Assistant Job Responsibilities: - Handle telephone calls and scheduling for the estate planning and elder law practice. - Answer questions from clients and assist them with their everyday needs in a productive and timely manner. - Adapt, work independently, and support families...
Title: Legal Trust & Estates Administrative Assistant Job Responsibilities: The Legal... Trust & Estates Administrative Assistant at the... law firm is responsible for a variety of administrative tasks that support attorneys and paralegals. Key responsibilities include: - Creating, revising, and formatting legal documents,...
edit documents, including wills, trusts, and powers of attorney,... attorney supervision. - Manage and organize client files and maintain the confidentiality of sensitive information. - Communicate with clients, beneficiaries, and financial institutions to facilitate the administration of estates and trusts. - Assist...
OverviewA law firm seeks an Estate Administration Attorney in Smithtown, NY. The attorney will oversee estate and trust administration, advise on probate matters, and represent clients in court. The ideal candidate will possess a deep understanding of estate administration, probate...