Title: T&E Senior Level Attorney with in EP or Tax Job Responsibilities: - Confer with clients to identify their objectives and concerns. - Evaluate client situations to identify strategies and apply a comprehensive understanding of planning and administration techniques....
support the administration of trusts and estates. This role... involves both client-related and administrative responsibilities, requiring the paralegal to work collaboratively with attorneys, clients, and various professionals. The position is a hybrid role, with the paralegal working two days in...
Title: Mid-Level Trust & Estates Litigation Associate Job Responsibilities: The Mid-Level... Trust & Estates Litigation Associate will be... part of the Family Wealth Resolution & Disputes Practice Group, focusing on litigation matters related to trusts and estates. The associate... will be... responsible...
real estate, corporate, and trusts and estates departments. - Open... new client matters, perform conflict checks, and prepare engagement agreements. - Communicate with clients, counsel, and other third parties to schedule meetings and conference calls, and collect information as needed. - Proof, prepare,...
staff positions, but we also have the most. Robb & Ross Law Firm is searching for a Trusts and Estates Paralegal to... join their team in Mill Valley, CA. This role is a part-time position with working hours to be...
Job Title: Trust and Estates Paralegal (California) Job Responsibilities: The Trust... & Estates Paralegal will play a... the Tax/Employee Benefits/Trusts & Estates department at the law... trustees, and family members to draft and refine essential legal documents such as trusts, wills, power...
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...
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The... Senior Trusts & Estates Attorney will... member of the Taxation, Trusts & Estates Department at... net worth individuals and families. - Drafting complex estate planning documents, including both revocable and irrevocable trusts. - Collab...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters,...
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The... Senior Trusts & Estates Attorney is... various types of irrevocable trusts. These trusts include Crummey... trusts, intentionally defective grantor trusts,... irrevocable life insurance trusts,... charitable split-interest trusts, and... grantor retained annuity trusts. The role involves complex......
of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including wills, revocable living trusts, and irrevocable trust instruments. -... Engaging in sophisticated estate planning and trust administration. - Applying c...
individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection structures, trust administration, business succession planning, and charitable and philanthropic strategies. - Draft and implement a wide range of planning documents, including revocable and irrevocable trusts, generatio...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Litigation Team at the law firm, a nationally recognized group within the Business Trial practice area. The primary responsibilities include: - Handling complex legal cases relating to trusts, decedents’ estates, conservatorships, and... adult guardianships. - Representing clients in matters involving breach o...
Counsel, including Charitable Remainder Trusts (CRTs) - Analyzing, advising on,... and revising a wide array of estate planning documents - Collaborating with clients to develop and achieve their estate planning goals - Leading and working collaboratively with team members Education and Experience: - Licensed to...
of the Estates and Trusts practice group at a... law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most...
of estate planning matters. Key duties include: - Managing estate planning matters and drafting comprehensive estate plans in Wealth Counsel, including Charitable Remainder Trusts (CRTs). - Analyzing, advising on,... and revising a wide array of documents related to estate planning, business formati...
Job Title: Trusts & Estates Associate Job Responsibilities: -... plan documents, including wills, trusts, powers of attorney, and... advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. - Collaborate...
Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute resolution. Key... responsibilities include: - Leading complex initiatives with broad impact...
guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate's duties... include: Preform legal research; Preparation of trust accountings; Preliminary drafting of trusts and Memorandum; Dr...
industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal Responsibilities: Engage in... the work of attorneys by demonstrating knowledge and status of current cases and projects, utilizing available...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate's responsibilities... include all facets of estate planning and trust and estate administration, including meeting with clients,...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Senior Trust and Estates Paralegal The candidate will... prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the firm's formatting...
Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal (Trust, Estates, & Charitable Planning) The... candidate will assist attorneys by processing original documents, preparing binders, notarizing, doing proof of p...
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...
Director - Estate & Trusts Job Responsibilities: - Provide tax compliance... and consulting services to Estate, Gift, and Trust clients. - Develop and deliver innovative planning ideas to meet or exceed client expectations. - Oversee complex tax research projects related to Estate, Trust, and...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
Junior Trusts & Estates Paralegal The... complex US and foreign trusts and other entities. Provide... basic services related to trusts, corporate entities, domestic and... international tax issues, compliance and disclosure issues, administration of trusts and estates, and other... related matt...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
planning documents, including wills, trusts, powers of attorney, and... advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Job Title: Senior Trusts & Estates Paralegal Job Responsibilities: The... Senior Trusts & Estates Paralegal is... in the field of Trusts & Estates. These responsibilities... trust accountings for client estates. - Engaging in the preliminary... drafting of trusts and memos to ensure... accurate...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
for the Estates and Trusts practice group. The firm... is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This full-time position is ideal for candidates devoted to the legal profession and looking to thrive...
OverviewA law firm seeks a sophisticated estate planning and trust administration attorney in San Rafael, CA, with a minimum of 8-10 years of experience and partnership aspirations. The firm excels in estate planning, administration, corporate and business transactions, real estate,...