The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and...
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...
hire experienced personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal Responsibilities: Handles probate... administration and trust post-death administration matters, including drafting court pleadings, evaluating...
Title: Senior Trust & Estate Litigation Attorney Job Responsibilities: - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of capacity, undue influence,...
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...
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...
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...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level... Trust & Estates Associate at the law... firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft California-compliant wills, trusts, powers of a...
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,...
Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
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...
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...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Firm seeks trust and estates associate attorney with 3+... years of experience including complex estate, tax and wealth planning. The candidate will serve in estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer...