- Robert Half Legal (San Mateo, CA)
- Description We are looking for an experienced Attorney specializing in estate planning, trust , and probate administration to join our dedicated team in San ... as needed. Requirements * A minimum of 7 years of experience in estate planning, trust , and probate administration. * Proficiency in legal tools such as Adobe… more
- Robert Half Legal (San Jose, CA)
- …this could be a role in which you will thrive. Previous real estate , business, or trust litigation experience required. Responsibilities - Supporting attorneys ... Well established San Jose firm is looking for an attorney to join their litigation department. If you're a...Civil Litigation Experience - Defending Depositions experience - Licensed attorney - Must possess analytical, legal research and writing… more
- 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
- Chemung Canal Trust Company (Elmira, NY)
- …clear to close, prepares preliminary Closing Disclosures and distributes to client; Notifies attorney that the loan is clear to close; Schedules loan closings and ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
- Wells Fargo (San Francisco, CA)
- …in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Robert Half Legal (Chesterfield, MO)
- … Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning, and case management. The ideal candidate should ... possess an in-depth knowledge of the preparation and management of estate planning documents, trusts, wills, powers of attorney , health care proxies, and other… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and ... + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust... Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, please… more
- Edward Jones (St. Louis, MO)
- …client estate planning documents (ie trusts, wills, power of attorney , medical/healthcare directives, gift/ estate tax returns, prenuptial agreements, divorce ... the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right… more
- Deloitte (Davenport, IA)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Robert Half Legal (Chicago, IL)
- …and organize heavily formatted documentation and forms such as wills, codicils, trust agreements and amendments, powers of attorney , designations, limited ... Draft engagement letters for each new matter. + Update attorney contacts, and maintain up-to-date listing of client/matter names...Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a… more