estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic... giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. The a...
Title: Paralegal Job Responsibilities: The Paralegal will be responsible for supporting multiple attorneys in the Estate Administration department. Key responsibilities include: - Providing comprehensive support to attorneys, ensuring legal documents are prepared and filed accurately and in a timely manner. - Utilizing outstanding grammar,...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm will operate under the supervision of attorneys within the Corporate Department. The role encompasses providing support for various corporate and commercial transactions, ensuring a high...
preparing letters, and handling transfer forms. - Assist in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files to ensure they are up-to-date and accessible. - Prepare...
letters, and completion of transfer forms. - Assist in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files to ensure they are up-to-date and accurate. - Prepare...
preparing letters, and handling transfer forms. - Assist attorneys in... drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Manage and organize estate and probate files efficiently. - Prepare accounting and financial statements to support...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal will work under the supervision of attorneys within the Corporate Department at a law firm to support various corporate and commercial transactions. The paralegal will be part of a...
the Corporate Department by providing assistance in corporate and commercial transactions. Key responsibilities include: - Managing daily trust administration for a variety of clients, which involves properly handling accounts, preparing letters, and completing transfer forms. - Assisting in drafting... estate planning doc...
attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly managing accounts, preparing letters, and handling transfer forms. - Assisting in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced tr...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... situations, identify appropriate planning strategies, and educate clients using advanced modeling through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team by participating... in exter...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... other colleagues to attract and expand relationships with high and ultra-high net-worth (U/HNW) clients. - Develop U/HNW client-facing materials and deliverables. - Conduct client discussions and presentations,...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... clients' current financial situations and identify appropriate planning strategies and techniques. - Educate clients with advanced modeling through the Comprehensive Wealth Assessment. - Support the Wealth... St...
Title: Legal Summer Associate Job Responsibilities: As a Legal Summer Associate at the law firm, you will be entrusted with the opportunity to deliver legal services to paying clients, similar to the responsibilities of a litigation attorney. The position involves practical legal...
Title: Legal Summer Associate Job Responsibilities: As a Legal Summer Associate at the law firm, you will have the opportunity to engage in various legal tasks that are akin to those performed by practicing attorneys. Your primary responsibilities will include delivering legal...
families, and business owners on complex estate and wealth transfer strategies. - Develop asset... protection structures and oversee trust administration. - Provide counsel on business succession planning and charitable/philanthropic strategies. - Draft and implement a variety of planning documents such as revocable and...
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: Estate & Business Succession Planning Attorney (3L or Recent Graduate) Job Responsibilities: As an Estate & Business Succession Planning Attorney at the law firm, the candidate will be responsible for working closely with experienced attorneys to provide legal advice and support...
Title: Paralegal - Trusts & Estates Job Responsibilities: - Preparing estate tax returns, gift tax returns, and individual and fiduciary income tax returns (1041, 1065, and 706). - Assisting with trust processes, including funding, administration, and notices. - Assisting with the preparation of basic...
Title: Estate Administration Senior Associate Attorney Job Responsibilities: - Handle all aspects of probate and estate administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors,...
and administration. - Handle fiduciary tax and accounting matters. - Prepare gift and estate tax returns. - Manage estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning for high net... worth individuals and families. - Advise on income tax, tra...
Title: Washington Estate Planning Attorney - Document Creation Project Job Responsibilities: - Prepare a comprehensive set of Washington estate planning documents for internal use by the law firm. - Provide a full set of editable Washington estate planning documents, including but not limited...
and administration, including fiduciary tax and accounting. - Prepare gift and estate tax returns and handle estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning services for high... net worth individuals and families. - Advise clients on inco...
Title: Estate Law Transactional Lawyer Job Responsibilities: - Draft, review, and negotiate estate planning documents, including wills, trusts, and powers of attorney. - Work directly with clients and senior attorneys on all aspects of estate planning, including addressing complex legal issues. - Conduct legal...
Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is responsible for... collaborating with the Wealth Management Advisor to cultivate... integrating them into Private Wealth Management. The role involves... discovery and engaging with wealth management specialists to enhance... existing clients. The PWM Wealth Strategist...
Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is responsible for... collaborating with the Wealth Management Advisor to initiate... these clients into Private Wealth Management, participating in client... processes, and working alongside wealth management specialists to deepen... and expand...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists, Wealth Strategists, and... financial situations, identify appropriate planning strategies, and educate clients through Comprehensive Wealth Assessment. - Participate in external... meetings, take notes, and develop custom planning models using...
domestic and international tax, wealth transfer, and succession structures... for high net worth and ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focusing on Partnership, S corporation, C Corporation, Individual, and Fiduciary taxation. This includes planning and executing client tax engagements. - Collaborate with company specialists regarding...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients, including some of the wealthiest families in the...
planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving - Estate planning for retirement assets and tax-efficient family wealth transfer strategies - Collabor...
Title: Experienced T&E Attorney Job Responsibilities: - Join the active and expanding Trusts and Estates Department at the law firm. - Collaborate with some of New England’s most highly-skilled Trusts and Estates attorneys. - Manage a preexisting volume practice while working alongside a team...
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Title: Paralegal Job Responsibilities: The Estate Planning Paralegal will support the Personal & Succession Planning practice group at the law firm. Key responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, including necessary research. - Preparing probate inventories...
Title: Paralegal Job Responsibilities: The Paralegal position at the law firm involves a variety of duties within the Personal & Succession Planning practice group. The responsibilities include but are not limited to: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using...
OverviewA law firm seeks a highly experienced Trusts and Estates Attorney in Houston, Texas, with 20 years of practice handling sophisticated estate planning, trust administration, and related matters. This role is designed for a senior-level attorney with deep technical expertise,...