- Robert Half Legal (Birmingham, AL)
- …join our dynamic legal team in Birmingham, Alabama. This role focuses on estate planning, tax preparation, and trust administration, offering an opportunity to ... planning documents such as wills, trusts, powers of attorney , and health care directives. * Prepare and file...private foundations. * Gather and organize financial records for estate and trust administration, including preparing detailed… 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
- Deloitte (Hartford, CT)
- …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
- LinkedIn (Omaha, NE)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...way the world works as Commercial Counsel, Procurement, Real Estate and Licensing. As an integral member of our… 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
- Wells Fargo (Chicago, IL)
- …complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; ... Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of Wealth and Investment...be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate… more
- Edward Jones (St. Louis, MO)
- …**What You'll do:** As an Associate Trust Advisor, you will + Review trust agreements, wills, powers of attorney and other legal documents for the ... services experience preferred + Demonstration of increased knowledge of estate planning concepts, trust tax fundamentals and probate and trust processes… more
- Williams Parker (Sarasota, FL)
- …planning and probate law research the law and local court rules to better guide the attorney when making estate decisions. If YOU are ready to level up your ... Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is important The… more
- Robert Half Legal (Harwich, MA)
- …play a critical role in supporting attorneys and ensuring the smooth management of trust and estate matters. Responsibilities: * Assist attorneys in drafting and ... estate planning documents, including wills, trusts, powers of attorney , and health care directives. * Conduct in-depth legal...care directives. * Conduct in-depth legal research on Massachusetts trust and estate laws to support case… more
- Robert Half Legal (Sherman Oaks, CA)
- …with drafting estate planning documents, including wills, trusts, powers of attorney , and advance healthcare directives. + Manage trust administration tasks, ... you will play a critical role in supporting attorneys with estate planning, trust administration, and probate matters. This position offers an excellent… more