identifying and addressing the unique needs of clients in estate planning and administration. Responsibilities include: - Designing customized estate plans, including wills, trusts, beneficiary designations, and other... necessary documents to ensure asset protection and transfer. - Engaging in estate, income, and...
Firm: Our law firm, located in sunny Naples, Florida, is seeking a skilled and experienced Estate Planning Attorney to join our team. We pride ourselves on our exceptional service and personalized approach to estate planning for high net worth individuals....
Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
estate accountings. - Conducting funding calculations. Education and Experience Information: - A college degree and/or a paralegal certificate is required. - A minimum of five years' experience in all phases of the administration of Trusts & Estates is necessary. -... Candidates must have superior communicatio...
fiduciary income tax returns. - Prepare estate and trust accountings. - Prepare informational returns for tax-exempt entities. - Engage in estate and gift tax planning, including actuarial and interest computations for vehicles such as Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity... Tr...
planning documents including irrevocable trusts, SLATs, GST/GSTT planning, and... private foundations. - Collaborate directly with partners on multiple active projects. - Handle complex client matters with sensitivity, urgency, and precision. - Deliver a top-notch customer service experience to high-net-worth clients. - Interface with clients...
ensure that legal documents, including wills, trusts, and powers of attorney,... are accurately modified and finalized for client execution. Key duties include: - Drafting cover letters and composing and distributing documents and correspondence based on discretion to respond to client inq...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... join the Private Clients Group at the law firm's Naples office. The role offers an exceptional opportunity to work in a collegial, team-oriented environment. The associate will gain...
administration and management of trusts and estates. Key duties... include the preparation of probate pleadings, which are essential legal documents filed with the court to initiate the probate process. The role also requires the preparation of federal estate tax returns,...
Job Title: Trusts, Estates and Wealth Preservation... frequent client interaction. - Advise individuals and families on trust structures and wealth transfer tax strategies. - Design business succession strategies. - Counsel fiduciaries in the administration of estates and trusts. - Prepare and review federal... estat...
Handle tasks related to Trusts and Estates. - Draft... wills, trusts, and other legal documents... for high-net-worth individuals. - Provide estate planning services with a focus on tax implications. - Manage multiple work assignments simultaneously. - Work under pressure while...
estate planning matters, including trusts, wills, estates, and tax-related... planning. - Advise high-net-worth individuals on sophisticated estate, tax, and transfer planning. - Develop business succession strategies and manage taxable estates. - Manage multiple projects and meet deadlines efficiently. - Maintain exceptional attention to...
Type Full-time Description Position Summary: Law firm is seeking a full-time Paralegal to join our growing team. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive, client-focused mindset to a dynamic legal environment. Responsibilities will vary depending on the...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm, is seeking a qualified International Estate Planning Attorney with at least 5 years of experience. This position is available in any of the firm's offices located in Stamford, Greenwich...
Title Legal Secretary Job Responsibilities - Preparing and submitting legal filings - Assisting with billing processes - Ordering office supplies - Performing word processing tasks - Handling mailing and managing letters/documents - Performing general secretarial duties The candidate must be proficient with MS Word and should be organized and...
is the Atlanta outpost of an international firm. Although this firm is international, it still has a decidedly regional feel to it, and it international only to service certain valued clients. Life is reasonably good in the Atlanta...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
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...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Planning and Probate Paralegal The candidate will draft wills, trusts, powers of attorney, and... other related estate planning documents. Facilitate trust funding...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
Charitable Planning Attorney **Members Only** is seeking an experienced Charitable Planning Attorney with 6+ years of experience to join their team. This position can be based in either the Stamford, Connecticut Office or the Naples or Palm Beach Gardens, Florida offices....
Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose...
FIDUCIARY TAX ACCOUNTANT: A LUCRATIVE CAREER OPPORTUNITY IN NAPLES, FL H1: Join Our Team as a Fiduciary Tax Accountant in Naples, FL H2: Cummings & Lockwood Seeks Experienced Fiduciary Tax Accountant Are you a skilled accountant looking...
Title: TLM, Salesforce Engineering Job Responsibilities: Technical Leadership - Lead the development and maintenance of custom Salesforce solutions using Apex, Lightning Web Components (LWC), Aura Components, Visualforce, and integrations with external systems. - Design and implement secure coding practices and ensure...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on growth through new business development and expanding services within...
Title . Private Bank - Private Banker - Associate 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...
Title: . Private Bank - Private Banker - Vice President 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...
Title: Senior Relationship Manager Job Responsibilities: - Act as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based on...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen relationships with existing clients. - Build and maintain an internal and external network to achieve business development goals. - Lead the Client Management Process and collaborate across...
not only have the best **Members Only** positions, but we also have the most. Associate Attorney, Wills, Trusts, Estate & Probate The... candidate's tasks include: Becoming a notary public in first 30 days; Providing weekly status reports to the te...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
firm is seeking a Trusts & Estates Associate to... join its respected Trust, Estate & Wealth Preservation practice in Naples, Florida. This role is designed for an experienced attorney with a strong background in sophisticated estate planning, wealth transfer strategies,...