Law Offices is a boutique law firm headquartered in the City of Monterey Park, with a team of 12 attorneys, specializing in family law, estate planning, business law & estate planning. We value our company culture where we collaborate and...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) is a key member of the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. The role involves a comprehensive range of estate administration activities, providing critical...
unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys of the law firm in managing estates, administering irrevocable trusts post-death, preparing necessary legal... documents, and handling estate-related tax returns along wi...
Job Title: Trusts and Estates Attorney -... and income tax planning strategies, including the creation and management of irrevocable trusts. - Build and maintain strong... client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
cases and advise attorneys of upcoming deadlines - Handle post-mortem administration issues - Draft trusts and wills as needed... Qualifications: - Bachelor's degree - California notary license preferred - Thorough knowledge of probate and trust administration and documentatio...
Title: Trust and Estates Paralegal Job Responsibilities: As a Trust and Estates Paralegal at the law firm, you will support attorneys in various aspects of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The... Senior Trusts & Estates Attorney will... part of the Taxation, Trusts & Estates Department at... estate planning documents, with a focus on both revocable and irrevocable trusts. - Collaborating with clients to... under...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The paralegal... for the Trusts & Estates department at... the law firm is tasked with a comprehensive range of estate planning matters. This role involves providing assistance to the firm's attorneys and senior...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... at law firm is tasked with a comprehensive range of estate administration duties. Key responsibilities include: - funding of post-death irrevocable trusts. - Preparing necessary documents and......
responsible for handling complex trusts and estates matters. This... role requires a strategic and client-focused approach with proficiency in developing advanced estate and tax planning strategies. Key responsibilities include advising high-net-worth clients on estate, gift, generation-skipping transfer, capital gains, and...
engaging in sophisticated estate planning and trust administration. The candidate will be responsible for drafting comprehensive estate plans, which encompass the creation of wills, revocable living trusts, and irrevocable trust instruments.... The role requires working directly with senior estate plannin...
the Tax/Employee Benefits/Trusts & Estates department. Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents such as trusts, wills, powers of attorney,... and healthcare directives. - Handling post-mortem real estate filings, trustee notif...
& Estates department across various tasks related to estate planning and trust administration. Key responsibilities include: - Engaging with clients, trustees, and family members to draft and refine essential legal documents, such as trusts, wills, powers of attorney,... and healthcare dire...
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...
Legal Secretary (Private Client and Tax) Duties: Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and...
Friendly Job Title: Legal Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm in Los Angeles H1: Join Our Team as a Legal Secretary at **Members Only**worldwide Law Firm in Los Angeles! H2: Essential Duties and Responsibilities of Legal...
Title: Associate Attorney Job Responsibilities: - Lead, mentor, and develop a team of probate attorneys and paralegals. - Manage and oversee probate cases across multiple California counties. - Streamline workflows, improve case management systems, and optimize team efficiency. - Collaborate with other practice leads to...
Legal Secretary Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents;...
Secretary (Estate Planning) Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and...
Title: West Coast Private Wealth Planning Associate (Senior) Job Responsibilities: The West Coast Private Wealth Planning Group at the law firm is seeking a senior associate or counsel level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will...
Title: Private Wealth Associate Job Responsibilities: The Private Wealth Associate will be responsible for providing legal advice and services related to tax and wealth planning for high-net-worth clients. This role involves working closely with clients to understand their financial objectives and...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
Title Litigation Secretary/Practice Assistant II Job Responsibilities The Litigation Secretary/Practice Assistant II at the law firm is responsible for providing comprehensive support to litigation attorneys and paralegals. The role involves managing various aspects of legal cases from initial filing through...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts & Estates The candidate... will prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. Maintain fin...
We are currently seeking a Trust, Estate, and Inheritance Dispute Associate to join our Private Client and Tax team in Los Angeles. This role will involve litigation matters throughout the state of California for high-net-worth individuals, families, charities, and...
Title: Trust Account Specialist (Law Firm) Job Responsibilities: - Handle the Trust Accounting functions for the law firm. - Perform bookkeeping functions specifically for Trust Accounting. - Review case disbursements before issuing checks to ensure: - Backup billing is provided to support requested lien...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Job Title: Senior Trusts And Estates Attorney Job Overview:... to join its Taxation, Trusts & Estates practice group.... This opportunity is ideal for someone who thrives in a sophisticated legal environment and brings deep experience in complex estate planning and trust...