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 Administration Paralegal Job Responsibilities: The Estate Administration Paralegal at the law firm is responsible for executing a variety of estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate documents....
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...
Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate is responsible for the administration of trusts and estates from inception to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents....
Title: Estates & Trusts Paralegal Job Responsibilities: - Guide families through the probate and estate administration process - Prepare and file court documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset transfers, including retirement accounts and financial instruments - Draft...
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: Estate Administration Paralegal/Legal Assistant Job Responsibilities: The Estate Administration Paralegal/Legal Assistant is responsible for assisting with estate administration cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions for probate, accountings, and related...
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...
Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of clients...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a broad spectrum of business advisory needs. These include audit, tax compliance,...
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...
and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain regular...
Title: Trust & Estate Attorney Job Responsibilities: - Create innovative estate planning solutions tailored to meet individual client needs, taking into account different asset types, family situations, and objectives. - Work collaboratively with clients to develop customized estate plans and planning documents that...
Title: Estates & Trusts Paralegal Job Responsibilities: - Guide families through the probate and estate administration process - Prepare and file court documents - Prepare Federal and Pennsylvania estate, inheritance, and gift tax returns - Coordinate asset transfers, including retirement accounts and financial instruments - Draft...
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...