- Robert Half Legal (San Francisco, CA)
- Description Robert Half Legal is recruiting a Trusts , Estates & Probate Paralegal for its well-regarded estate and tax planning law firm client in downtown ... position: - Help the attorneys draft, revise, and finalize trusts , wills, and other estate planning and...filings, and maintenance; and - Assist with court supervised trust & estate administrations, as well as… more
- Robert Half Legal (San Diego, CA)
- Description We are looking for an experienced Trust and Estate Paralegal to join a firm on a contract basis in San Diego, California. This is a part-time, remote ... primarily around guardianships and conservatorships + Assist with the administration of trusts and estates , including the preparation of inventories, asset… more
- Robert Half Legal (Orinda, CA)
- …attorneys with drafting and reviewing estate planning documents, including wills and trusts . * Support litigation efforts related to trust disputes and ... Description We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in assisting… more
- Wells Fargo (Irvine, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...Ability to manage a book of fiduciary accounts, including trusts , estates , investment agency, and custodial accounts… more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning… more
- Robert Half Legal (San Ramon, CA)
- Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert ... guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate… more
- Robert Half Legal (Orinda, CA)
- …in estate planning or a related legal field. * Strong knowledge of estate law, including trusts , wills, and tax planning. * Proficiency in drafting ... estate planning documents such as revocable and irrevocable trusts . * Familiarity with estate tax return...revocable and irrevocable trusts . * Familiarity with estate tax return preparation and associated regulations. * Excellent… more
- Deloitte (Los Angeles, CA)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more
- Wells Fargo (Pasadena, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...federal regulations + Direct experience in drafting Special Needs Trusts , settlement trusts , planning for individuals living… more
- City National Bank (Irvine, CA)
- …investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts ), Charitable Trusts , ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...Insurance Trusts , Private Family Foundations, Special Needs Trusts , and other Agency accounts. Perform initial legal and… more