attorneys to serve high-net-worth individuals, families, and their advisors. The primary responsibilities include designing and implementing sophisticated, tax-efficient estate and wealth transfer strategies. The candidate... will gain hands-on experience drafting a wide range of estate planning documents, such as w...
Title: Paralegal Job Responsibilities: The paralegal will be responsible for assisting with estate planning, probate, and trust administration practices within a law firm. Key responsibilities include: - Managing probate cases from start to finish, including filing probate forms with the Court. - Drafting...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be part of the Private Client Department (PCD) at a law firm, working in one of their Florida offices: Boca Raton, Miami, or...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will join the Private Client Department at a law firm, focusing on high-net-worth trust and estate planning and administration. The candidate will work on...
Overview The law firm is seeking an Associate/Senior Associate for their Private Client Department (PCD) with a minimum of 5 years of experience in trusts and estates. The position is available in any of the law firm's Florida offices, including Boca...
Title: Associate - Private Client Trusts & Estates, Special Needs Planning Job Responsibilities: - Join the Private Client Department, focusing on trusts and estates with an emphasis on special needs planning. - Engage in trust and estate planning and administration, contributing to a...
and commercial transactions under the supervision of attorneys. Key duties include: - Managing daily trust administration for a variety of clients, which involves properly managing accounts, preparing letters, and completing transfer forms. - Assisting in drafting... estate planning documents, including wills, pow...
preparing letters, and completing 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 proper documentation and compliance. - Prepare accounting...
preparing letters, and completing 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. - Prepare accounting and financial statements. - Docketing court documents...
provide essential support for various corporate and commercial transactions. Key responsibilities include: - Managing daily trust administration for a diverse range of clients, which entails appropriately handling accounts, preparing letters, and completing transfer forms. - Assisting in the... drafting of estate planni...
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 efficient handling and processing. - Prepare accounting...
Title: Senior Paralegal Job Responsibilities: The Senior Estate Planning and Business Paralegal at the law firm will have a critical role in supporting attorneys with various legal matters focused on estate planning, trust administration, and business formation. The responsibilities include: - Assisting attorneys...
Title: Paralegal Job Responsibilities: The law firm is seeking a motivated and organized Estate Planning and Business Paralegal to join their team. The role involves supporting attorneys with estate planning, trust administration, and business formation tasks. Key responsibilities include: - Drafting basic estate...
Title: Paralegal Job Responsibilities: - Assist attorneys and the department in handling assigned cases and files under minimal supervision and according to established policies and procedures. - Maintain confidentiality in all client and law firm matters. - Perform routine elements of practice area skills,...
the supervision of attorneys, supporting corporate and commercial transactions. The essential job functions include: - Managing daily trust administration for various clients, which involves handling accounts, preparing letters, and managing transfer forms. - Assisting in drafting... estate planning documents such as wills...
such as letters and transfer forms. - Assist in drafting... estate planning documents, including wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate files. - Prepare accounting and financial statements. - Docket court documents. - File...
and preparing letters and 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. - Prepare accounting and financial statements. - Docket court documents...
areas of estate planning, probate, and trust administration. Key responsibilities include: - Advising clients on estate planning strategies to ensure their goals are met and legal obligations are fulfilled. - Managing probate processes, ensuring the legal transfer of assets in accordance... wit...
services to clients with sophisticated needs. This includes the competent drafting of both revocable and irrevocable trusts, particularly with generation-skipping transfer tax provisions. The attorney... will need to have significant knowledge and understanding of Irrevocable Life Insurance Trusts (ILITs), Chari...
Title: Senior Manager - Private Tax - Cross Border Job Responsibilities: - Apply tax knowledge across various tax topics, focusing on the cross-border tax needs of high net worth individuals and affiliated entities. - Manage technical planning and advising for high-profile individuals with...
Title: Tax Managing Director, Core Tax Services Job Responsibilities: - The Tax Managing Director advises clients on tax implications related to their business objectives, evaluates and selects actions to reduce tax burden and compliance costs, and identifies methods to comply...
Title: SVP, Associate General Counsel Job Responsibilities: The Senior Vice President, Associate General Counsel will assist other attorneys in the department and senior members of the business, including the Deputy General Counsel and the Chief Legal Officer, with leading the teams...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Planning Paralegal Job Category: Legal Support Requisition Number: PROBA002429 Posting Details Posted: April 22, 2025 Full-Time Job Details Description Law firm is seeking an experienced probate/estate planning paralegal to join either their Hilton Head, SC or Bluffton, SC office. Law...
Planning Paralegal Job Title: Probate/Estate Planning Paralegal Job Category: Legal Support Requisition Number: PROBA002428 Posting Details Posted: April 22, 2025 Full-Time Job Details Description The law firm is seeking an experienced probate/estate planning paralegal for their Hilton Head, SC or Bluffton,...
and revocable/irrevocable trusts. - Coordinate and execute trust funding by preparing and managing asset transfer documentation, including deeds, financial... account assignments, and beneficiary designation updates. - Organize asset schedules and prepare supporting documents to ensure complete and accurate funding of client trusts. -...
and continuous improvement of a statewide legal aid program. This program provides essential legal services to Medicaid-eligible residents of long-term care facilities who are facing discharge or transfer. The specific responsibilities of... the Program Counsel include: - Contract Management: Overseeing the...
aspects of trust and estates transactions, administration, and litigation. Key duties involve drafting estate planning and funding documents, preparing real estate transfer documents, and handling probate... and trust litigation pleadings. You will also be responsible for preparing gift and est...
Title: Experienced Wisconsin Estate Planning & Elder Law Paralegal Job Responsibilities: - Perform initial client intake and maintain ongoing relationships with clients throughout the planning and administration process, acting as a liaison between clients and the attorney. - Maintain accurate and up-to-date client...
Administration Legal Assistant at Law Firm in Annapolis, MD H1: Join Our Team as an Estate Administration Legal Assistant at Law Firm in Annapolis, MD H2: Support Attorneys and Paralegal Team with Estate Administration Tasks Are you an...
Title: Probate/Estate Planning Paralegal Job Responsibilities: - Review and respond to initial correspondence from clients and attorneys, providing information on the scope of work, fees, and expenses related to estate administration. - Analyze estate documents such as wills, deeds, death certificates, trust agreements,...
Title: Probate/Estate Planning Paralegal Job Responsibilities: - Review and respond to initial correspondence from clients and attorneys regarding the scope of work, fees, and expenses related to estate administration. - Review and analyze estate documents, including wills, deeds, death certificates, trust agreements, affidavits,...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... responsibilities in both After-Tax Wealth Strategy and Investment Strategy.... After-Tax Wealth Strategist Key Responsibilities: - Provide... estate planning. - Frame choices and solution sets for clients. - Offer thought leadership on after-tax wealth str...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... responsibilities as an After-Tax Wealth Strategist and an Investment... Strategist. The After-Tax Wealth Strategist is primarily responsible... for providing expertise on the intersection of investing, taxes, and estate planning. This includes...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... dual role of After-Tax Wealth Strategist and Investment Strategist,... needs of clients across various dimensions of wealth management and investment strategy. After-Tax... Wealth Strategist Responsibilities: - Provide expertise... on the intersection of investi...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... of Vice President/Director, After-Tax Wealth Strategist & Investment Strategist... focusing on both after-tax wealth strategies and investment strategies. After-Tax... Wealth Strategist Key Responsibilities: - Provide... subject matter expertise around the intersection of investing,...
Wealth Strategist - City National... Rochdale: $122,535 - $208,715 per year Experience: Minimum 8 years of financial planning or related experience, minimum 8 years of experience within Banking, Brokerage, or Insurance culture Location: San Francisco, California; Los Angeles, California; Beverly...
H1: Wealth Strategist **MEMBERS ONLY**SIGN UP NOW***. H2: Position... clients - Support senior wealth strategist and wealth strategist... team in developing client-facing materials in areas such as estates and trusts, income taxation, philanthropy, asset protection, and investments - Focus on business o...
SEO Friendly Job Title: Wealth Strategist at City National... Our Team as a Wealth Strategist at City National... with CNR as a Wealth Strategist Job Description:... - Responsible for expanding relationships with high ultra-high net-worth clients at CNR -...
Veterans/Disabled. H1: Wealth Strategist City National Rochdale:... **MEMBERS ONLY**SIGN UP NOW***. to Grow Your Wealth Planning Career City... Canada, is seeking a Wealth Strategist to join their... team. This position offers a competitive salary ranging from $122,535 to $208,715 per...
H1: Wealth Strategist - City National... eligible for bonus and/or commissions. Job Title: Wealth Strategist Experience: Minimum... 8 years of financial planning or related experience Minimum 8 years of experience within Banking, Brokerage, or Insurance culture Lo...
is looking for a Wealth Strategist to join their... high and ultra-high net-worth clients. You will also work closely with the Wealth Strategist team to develop... comprehensive financial and estate plans for clients, with a focus on business owner wea...
OverviewA prestigious law firm is seeking a Private Client Trusts & Estates Associate or Senior Associate with a minimum of 5 years of experience to join its nationally recognized Private Client Department. This opportunity offers the chance to work alongside...