Job 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...
clients on estate planning, wealth transfer, and tax matters. -... Draft and implement estate 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. -...
on advanced estate planning, wealth transfer strategies, and 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...
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...
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 and expanding a meaningful portable book of business. - Simultaneously juggle multiple...
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...
and commercial transactions under the supervision of attorneys. Key responsibilities include: - Daily administration of trust accounts for a diverse client base, which involves managing accounts, preparing correspondence, and handling transfer forms. - Assisting in the... drafting and preparation of 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...
present content on diverse wealth management topics. - Act as... a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in areas such as concentrated position management, corporate executive services, and pre-liquidity transaction...
Job Title: Wealth Strategist Job Responsibilities: - Partner with... in discussions about advanced wealth transfer and philanthropic strategies,... these strategies with their investment portfolios. - Prepare comprehensive analyses and reviews of clients' estate and wealth transfer planning, educate clients... on additional planning opportun...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor, practical judgment, and empathetic client service to help families and businesses retain, grow, protect, and transfer assets effectivel...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -...
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...
customized estate planning. 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 role involves representing high-net-...
wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets. -... Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other charitable and tax-exemp...
Title: AAG-Assistant Attorney General - Estate Tax Litigation Job Responsibilities: The Assistant Attorney General in the Revenue Litigation Bureau is tasked with managing cases that involve recovering debts owed to state agencies. This encompasses a range of cases, including: - Tort...
Title: Counsel – Tax, Trusts & Estates / Business Owner Advisory Job Responsibilities: - Estate Planning for Families: - Design and implement advanced strategies using various trust structures such as revocable and irrevocable trusts, IDGTs, SLATs, GRATs, CRTs, dynasty trusts, and non-grantor...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney in the civil litigation domain is primarily responsible for protecting the elder and vulnerable adult population in California from abuse and neglect. This role is positioned within the Division of Medi-Cal...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) within the Department of Justice's Division of Medi-Cal Fraud and Elder Abuse (DMFEA) focuses on protecting the elder and vulnerable adult population from abuse and neglect. The attorney is...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) position involves significant responsibilities within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary duties include: - Representing the...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: The Elder Abuse Attorney (Civil Litigation) serves within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary responsibilities include: - Representing the People of...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: - Represent the People of the State of California in civil litigation phases, from investigation through trial and appeal. - Manage own caseload and develop case strategies in collaboration with the Facilities Enforcement Team (FET)...
Job Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private Wealth... is tasked with supporting... the Private Wealth lawyers in various administrative... and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates...
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,...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and Wealth Strategists... clients through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team by participating... in external meetings, taking notes, and developing planning models using eMoney, Excel,...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and Wealth Strategists... and deliverables. - Analyze clients’ current financial situations and identify appropriate planning strategies and techniques. - Educate clients using advanced modeling through the Comprehensive Wealth Assessment. - Support...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and other colleagues... focusing on business owner wealth and succession planning. - Analyze... clients using advanced modeling through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team in ext......
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...
Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services practice are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
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: 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...
OverviewA law firm seeks an Estate Planning Attorney with at least 4 years of relevant experience to join their team in Palo Alto, CA. This role offers the chance to make a meaningful impact on clients' lives while advancing your...