- Robert Half Legal (San Mateo, CA)
- …We are looking for a skilled and experienced Trusts and Estates Litigation Attorney to join a well-established midsized law firm in San Jose, California. This ... negotiations, to build strong cases. * Advise clients on probate and trust administration issues, offering strategic guidance tailored to their needs. * Collaborate… more
- Robert Half Legal (San Francisco, CA)
- …Responsibilities: * Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients. * ... Description We are looking for an experienced Senior Attorney /Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity… more
- Robert Half Legal (Mountain View, CA)
- …Requirements * Active licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding of tax implications related to ... Description We are looking for a Trust & Estates Director to join our wealth...their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver… more
- Robert Half Legal (Napa, CA)
- Description A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a ... a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including drafting… 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 ... Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms...knowledge of estate planning - Power of attorney forms experience - Strong verbal and written communication… more
- Columbia Bank (Santa Barbara, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- UMB Bank (Sacramento, CA)
- …having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner ... occupied commercial real estate loans to ensure all closing requirements are gathered,...review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams… more
- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more