- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning , probate, trust administration, and estate and gift ... fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning , trust administration, and probate matters. * Draft… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or ... in LA) + CA State Bar + 1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited law school For immediate… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and writing… more
- Bank of America (San Diego, CA)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- JPMorgan Chase (Palo Alto, CA)
- …Morgan Wealth Management field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position ... service function + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can… more
- Robert Half Legal (Encino, CA)
- …as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the practice area ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate … more
- City National Bank (Beverly Hills, CA)
- …in providing integrated financial services advice to clients including: investment management, trust and estate planning , insurance services and brokerage. ... discussions about all aspects of CN's investment management and trust services and be the primary point of contact...(Galaxy, E-Money, Morning star). * Basic understanding of tax, estate planning , and insurance, especially in how… more
- Robert Half Legal (Sherman Oaks, CA)
- …Planning Paralegal, you will play a critical role in supporting attorneys with estate planning , trust administration, and probate matters. This position ... to estate closing documentation. + Conduct legal research related to estate planning and trust and probate administration. + Collaborate with clients to… more
- HSBC (San Francisco, CA)
- …and also have very strong client and business acumen. Deep technical expertise in trust , tax and estate planning , business succession planning , ... and expatriation planning is required. Experience working with international estate planning and wealth structuring is a must, given HSBC's global reach and… more
- Robert Half Legal (San Francisco, CA)
- Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In ... administration, probate matters, and resolving disputes within the estate planning framework. Responsibilities * Develop and...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more