Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession... planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient...
/ Mid-level Trusts & Estates Associate The candidate will work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including...
– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in the Personal Financial Services practice is tasked with assisting private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance operational efficiency...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with various business advisory needs. The role involves helping clients improve...
OverviewA law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary...