Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration. - Draft trust documents to manage trust assets and complete necessary paperwork, filing when applicable. - Draft...
Assistant Job Title: Legal Assistant Job Responsibilities: The Legal Assistant is expected to manage a variety of responsibilities that support attorneys and enhance the efficiency of legal operations. Key duties include: - Managing multiple attorney calendars using Outlook, coordinating meetings and appointments, and corresponding with...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... focus on providing legal services to high net-worth individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations. The primary responsibilities include: - Estate and tax...
Job Title: Trusts & Estates Attorney -... on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable trusts, Irrevocable Life Insurance Trusts... (ILITs), Spousal Lifetime Access... Trusts (SLATs), and Grantor Retained... Annuity T...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts... & Estates Paralegal at... the law firm is responsible for providing comprehensive support in corporate and commercial transactions under the supervision of attorneys. Key responsibilities include: - Daily administration of trust accounts...
Title: Estate & Trust Administration Paralegal Job Responsibilities: - Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust administration, including some guardianship cases. - Draft trust documents to manage trust assets and complete necessary paperwork; file documents when...
Title: Trust Administration and Estate Planning Attorney Job Responsibilities: - Lead trust administration matters with guidance and training as needed, adhering to firm processes and procedures, tax, and statutory deadlines. - Meet with clients to review and explain estate planning documents. - Lead estate...
those needs. 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 clientele ranges from individuals of...
Job Title: Paralegal, Trusts & Estates Job Responsibilities: - Independently... administer probate and trust estates in Maryland, the District of Columbia, and Virginia, including preparing and filing all required documents with the appropriate courts and agencies. - Prepare, draft, edit, and manage legal...
Job Title: Attorney - Trusts and Estates Job Responsibilities: - Counsel... planning documents, including wills, trusts, and related instruments. - Manage... trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and direct...
and administration. - Draft wills, trusts, and other legal documents. -... Manage probate and trust administration. - Represent clients in court or related litigation matters. Education and Experience Information: - Minimum of 3 years of trust and estate experience. - NJ Bar admission required. Salary Information: The salary...
Title: Associate Attorney - Trusts & Estates, Real Estate,... property sales, deeds, probate, trusts, wills, estate plans, powers... of attorney, and LLC formation ensuring accuracy and compliance with applicable laws and regulations. - Provide expert legal advice in areas such as...
Title: Paralegal (Paralegal Certificate Required) Job Responsibilities: The Paralegal position at the law firm encompasses a variety of duties focused on estate planning, probate, trust administration, debt collection defense, and business law. Key responsibilities include: - Meeting with clients to understand their family...
Job Title: Trusts & Estates Counsel or... trust administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable... structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax consideration...
Trusts and Estates Associate Job Title: Trusts... and Estates Associate Job Responsibilities: The Trusts and Estates Associate will... structuring services for individuals, corporations (both public and private), pass-through entities, trusts, and estates. The role... involves estate planning, trust and estate administration, probate, and potentia...
Job Title: Trusts and Estates Associate Job Responsibilities: The... Trusts and Estates Associate will... planning and business structuring for individuals, corporations (both public and private), pass-through entities, trusts, and estates. - Engaging in... estate planning, trust and estate administration, and probate. - Potential involvement...
Title: Paralegal (Estates & Trusts) - Remote & In-Person... in the Estates & Trusts department is responsible for... the busy and growing trusts and estates practice at... a mid-sized law firm. Their duties include: - Meeting with clients and the...
Title: Estate Attorney Job Responsibilities: - Be a key member of the legal team, contributing to the firm's overall success. - Consult with prospective clients and guide them through proprietary Estate Planning Processes. - Provide expert legal advice and deliver superior Estate Planning and...
Job Title: Tax, Trusts, and Estates Associate (#1009) Job... part of the Tax, Trusts, and Estates Practice Group... family-owned businesses in all areas of estate and tax planning. The associate will be one of the first trusts and estates associates a......
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for handling matters related to estate planning, trust administration, and probate. The role involves working directly with clients to provide personalized and high-quality legal services. The candidate...
Title: Estate Planning Attorney Job Responsibilities: - Provide sophisticated legal advice relating to estate planning, tax and transfer planning, and business succession planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining...
Title: Corporate Trust Review Analyst Job Responsibilities: The Corporate Trust Review Analyst is responsible for analyzing, interpreting, and ensuring compliance with legal governing agreements unique to each transaction. This role involves the accurate and timely completion of regulatory obligations through independent quality...
Title: Attorney Job Responsibilities: - Probate and Trust Administration: - Draft pleadings, inventories, accountings, and settlement agreements. - Meet and advise clients on the probate and trust administration process. - Estate Planning: - Advise clients on tax implications and asset protection strategies. -...
Title: Litigation Associate – Trusts & Estates / Commercial... primary focus on handling trusts and probate disputes, fiduciary... litigation, and commercial litigation. The role is designed to offer meaningful responsibility and hands-on litigation experience, providing exposure to sophisticated trust and...
Title: Estate Planning Attorney Job Responsibilities: - Business Transactions: - Draft, review, and negotiate business contracts, including purchase and sale agreements, partnership agreements, employment and service contracts, and vendor agreements. - Form and maintain LLCs, corporations, and other business entities, including drafting...
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...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will engage in a variety of tasks to support the legal needs of clients in the area of wills and estates. Responsibilities include: - Meeting and consulting with clients to understand their needs and provide...
TITLE: Transactional Attorney FIRM OVERVIEW Law firm, with offices in Mason City, Clear Lake, and Waverly, provides quality legal services in a broad range of areas including, but not limited to, business transactions and counseling, estate planning and estate and trust administration,...
Attorney Job Responsibilities: - Create wills, trusts, powers of attorney, and... health care directives for clients. - Discuss asset distribution plans with clients. - Advocate on behalf of clients by understanding their needs, analyzing situations, and forming strategic plans of action. - Cultivate relationships with...
business, and probate and trusts. The role involves engaging... in drafting business and real estate documents. The attorney should possess strong writing, analytical, and advocacy skills, and be able to work both independently and collaboratively. The position offers a potential...
Title: Associate Attorney Job Responsibilities: - Advise clients on business transactions, including entity formation, contract drafting/review, mergers, acquisitions, and related corporate matters. - Represent clients in IRS dispute resolution, including audits, appeals, collections, and related controversies. - Support clients with probate and trust...
Draft and review wills, trusts, powers of attorney, and... other planning documents - Offer clear, compassionate guidance on Medicaid and planning strategies - Serve as a trusted advisor to help clients achieve their long-term goals Education and Experience Information: - Must be a Florida...
Title: Corporate Trust Review Analyst Job Responsibilities: - Analyze, interpret, and ensure compliance with legal governing agreements unique to each transaction. - Determine accurate and timely completion of regulatory obligations. - Perform independent quality control reviews for new transactions and periodic...
Title: Estate Planning & Trust Attorney Job Responsibilities: - Meet with clients to educate them on estate planning strategies using clear and simple language that is easily understandable. - Draft and review estate planning documents and clearly explain these documents...
TITLE: Legal Assistant-Trusts & Estates STATUS: Non-Exempt SUMMARY: Under general supervision and according to established policies and procedures of the Strategic Business Unit Leader and/or their designee and the Human Resources Team, the Legal Assistant will perform a variety of...
Title: Estate Planning - Probate Associate Attorney Job Responsibilities: - Provide guidance and assistance to clients throughout the entire process, from the initial handover by the sales team to successfully closing the case file. - Serve as the primary attorney specializing in estate...
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
Title: Paralegal Job Responsibilities: - Assist lawyers in the preparation of legal documentation, pleadings, and correspondence, including interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits. - Aid lawyers in trial preparation by organizing exhibits, coordinating witnesses, conducting research on legal...
planning documents, including wills, trusts, powers of attorney, and... healthcare directives. - Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns. - Maintain and create Corporate Records. - Organize and maintain electronic and physical client files, estate documents, and...
in the areas of Trusts & Estates, Business, and... Real Estate. The responsibilities include: - Engaging in sophisticated transactions and representing top-tier clients. - Collaborating directly with partners and clients on a diverse range of complex legal matters. - Managing and prioritizing multiple...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Overview A law firm seeks a motivated and experienced estate planning and tax attorney with 3-5 years of experience to join their Boynton Beach, FL office. This position offers the opportunity to work with a high-quality client base, handle sophisticated planning...