Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
for advancement and growth Competitive salary based on experience and qualifications **Members Only** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...
Title: Assistant General Counsel Job Responsibilities: - Handle lawsuits, arbitrations, and pre-litigation matters on behalf of the company and its affiliates. - Collaborate with outside counsel on litigation strategy and tactics. - Manage outside counsel in securities regulatory enforcement matters. - Oversee discovery processes, including...
estate, gift, and generation-skipping transfer tax matters. - Draft and... review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs), and char...
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...
Job Title: Wealth Strategist III Job Responsibilities: - Utilize... across the Elements of Wealth to deliver advanced estate... and financial planning advice to clients with $10MM+ in assets under management. - Leverage internal and external resources and centers of influence (COIs) to provide...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...
Job Title: Wealth Advisor Job Responsibilities: - Serve as... Responsible for delivering a full suite of wealth solutions, including financial planning... and advisory services, to high net worth individuals. - Meet revenue growth, profitability, and client retention goals by acquiring new clients thro...
Job Title: Wealth Advisor III Job Responsibilities: - Serve... and ultra-high net worth wealth clients, focusing on developing... full suite of company wealth solutions, leveraging personal financial... concepts to provide a comprehensive range of wealth products and services. - Meet... revenue growth, pro...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...
is ideal for an early-career attorney aiming to expand skills in drafting estate documents, advising clients on wealth-transfer strategies, and assisting with... estate administration. The ideal candidate will demonstrate strong communication abilities, attention to detail, and a commitment to...