advice on estate planning and wealth transfer strategies to individuals,... couples, and business owners. - Review and customize legal documents related to trusts and estates, such as wills, trusts, powers of attorney, and trust transfer documentation. - Oversee the administration... of trusts...
Estate Planning Attorney with a focus on high-net-worth clients. This role presents an exceptional opportunity to work in a supportive, collegial environment with a diverse and entrepreneurial client base. The ideal candidate will bring expertise in estate planning, wealth preserva...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Senior Advisory Specialist (LO) I The candidate applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning... to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients. Contributes to growth of the specialty wealth management business by participating... in and initiating new client acquisition through leverag... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Drafting Paralegal The candidate will draft all assigned documents. Will correspondence – telephone calls to Probate court, emails and sending of . Mail when needed. Taking incoming client calls. Promptly respond to clients in a timely manner. Finalize drafts after attorney approval and call client to set up review and signing appointment. Prepare Deeds, Affidavits and all supporting documents and assist with transfer of real property. Assist... Attorney with court Hearing... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Administration/Estate Planning Paralegal The candidate should preferably have 2+ years of probate, trust administration and estate planning paralegal experience (probate, guardianship, conservatorship, durable powers of attorney, advance health care directives, wills, revocable and irrevocable trusts). College degree and Paralegal certificate a plus. Experience with calendaring, legal research, and preparation of documents (pleadings) in various probate, estate, trust... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client and Tax Associate The candidate will be responsible for advising high net worth individuals and family businesses on tax, trust and estate, and business succession matters. Strong academic credentials are needed. Should have a . degree. An . degree is a plus. Must have 2-3 years of experience. Experience drafting wills and trusts is needed. Exposure to sophisticated Wealth Planning techniques, such as... Family Limited Partnerships, Grantor Retained Annuit... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
trust and estate, and business succession matters. An . degree is a plus. Experience drafting wills and trusts is needed. Must preferably have exposure to sophisticated Wealth Planning techniques, such as... Family Limited Partnerships, Grantor Retained Annuity Trusts, Foreign Grantor... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client & Tax Associate Duties: Helps successful families and entrepreneurs around the world structure their assets in a way that will preserve their wealth now and for future... generations. Advise on all aspects of wealth structuring, using domestic and... international trusts and foundations, private trust companies in local as well as offshore jurisdictions and we co-ordinate the acquisition of appropriate investments. Concentrate on wills and succession planning for fa... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
and estate, and business succession matters. An . degree is a plus. Experience drafting wills and trusts is required. The following experience would be useful: Exposure to sophisticated Wealth Planning techniques, such as... Family Limited Partnerships, Grantor Retained Annuity T... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client and Tax Associate The candidate should preferably have 2-5 years of experience dealing with high net worth individuals in the areas of wealth structuring, domestic and international... trusts and foundations, private trust companies (both local and offshore jurisdictions), and acquisition of investments. In addition, this attorney will advise on lifetime gifts, inter-vivos and post-mortem estate plans, and issues related to the management and taxation of inter-ge... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here