- Robert Half Legal (Sacramento, CA)
- Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and ... fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce client's signature on the… more
- Robert Half Legal (Sacramento, CA)
- …legal guidance on business and real estate transactions, corporate governance, tax planning , and estate planning . * Draft and review contracts, ... * Proven expertise in business and real estate transactions, tax planning , estate planning , and intellectual property. * Strong academic background from… more
- Pacific Program Management (Los Angeles, CA)
- …, Design, or related field * 7+ years in related field (ie, Occupancy Planning , Corporate Real Estate , Facilities Planning , Architecture, Interior Design ... and employees. We are built to champion our clients' aspirations through real estate . When considering partnership, we strive to connect with those who share our… more
- Robert Half Finance & Accounting (Oakland, CA)
- …payroll processes ensuring timely compensation and conforming with regulations and tax laws. Estate Planning Responsibilities: + Manage owner's estate ... planning activities, ensuring regulation compliance and effective estate /gift planning . + Implement strategies for charitable and philanthropic initiatives.… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and… more
- Robert Half Legal (Walnut Creek, CA)
- …trusts, wills, and conservatorships. * Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * ... to navigate probate and conservatorship processes. * Monitor compliance with relevant estate planning , probate, and conservatorship laws and regulations. *… more
- Insight Global (San Francisco, CA)
- …Management techniques on all facets of investments, taxes and trust and estate planning . Responsibilities include onboarding new clients, servicing existing ... to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more
- CommonSpirit Health (Rancho Cordova, CA)
- …opportunities for portfolio optimization, drive value capture, and support strategic real estate initiatives through the full business planning and approval ... **Job Summary and Responsibilities** The CommonSpirit (CSH) Real Estate Strategy business unit supports the organization in developing dynamic portfolio solutions… more
- Robert Half Legal (Sacramento, CA)
- …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and written… more
- Deloitte (Los Angeles, CA)
- …corporate real estate industry trends * Experience with real estate portfolio optimization strategies, including master planning , campus/HQ strategy, ... and planning and analytics * Experience with corporate real estate , facilities management, workplace strategy, or workplace business processes and workflows… more