- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... for a skilled and experienced Trusts and Estates Litigation Attorney to join a well-established midsized law firm in...build strong cases. * Advise clients on probate and trust administration issues, offering strategic guidance tailored to their… more
- Robert Half Legal (Oak Brook, IL)
- …preferred; Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust administration + Experience preparing ... Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and... documents such as wills, trusts, and powers of attorney + Gather and organize asset information, prepare inventories,… more
- Robert Half Legal (Chicago, IL)
- … Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living ... certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and organizational… more
- Williams Parker (Sarasota, FL)
- …specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience. Whether you are already licensed to practice law in ... firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota,...Florida or planning to relocate and willing to sit for the… more
- Edward Jones (St. Louis, MO)
- …needs and deliver an excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and ... accordance with the language provided in the governing instrument ( trust agreements, wills, powers of attorney and...of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning … more
- Wells Fargo (Austin, TX)
- …as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- JPMorgan Chase (Chicago, IL)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law ... Assist Trust Officer to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community. + Develop,… 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… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… 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 ... in a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including… more