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United States
Full-time 9 views Experience : 5-7 yrs required

support the Taxation and Wealth Planning Department at a... high-net-worth individuals on complex wealth transfer and estate planning... matters. The associate will assist fiduciaries in trust and estate administration, playing a key role in helping clients define, protect, and achieve...

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Full-time Experience : 1-3 yrs required

high and ultra-high net worth individuals and businesses. - Draft wills and complex estate planning documents, including Grantor Retained Annuity Trusts (GRATs), intentionally defective grantor trusts, charitable trusts, and similar documents. - Counsel clients on estate, gift, and generation-skipping transfer tax planni...

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Full-time Experience : Min 3 yrs required

Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health care directives. - Develop estate...

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Posted On Aug 19, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Prepare, proof, and edit all Probate Court pleadings and discovery based on client-provided information. - Regularly communicate with clients via letter, email, phone, and in-person regarding the status of their matters, additional information needed, and the next steps. -...

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Full-time 1 views Experience : Min 3 yrs required

Attorney - Tax and Wealth Planning Group Job Responsibilities: - Counsel... acquisition, preservation, management, and transfer of their property. - Provide... expert guidance on a variety of legal areas including income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, employee benefits, securities,...

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Full-time Experience : Max 3 yrs required

is a boutique private wealth firm located in downtown... Marietta. The firm specializes in representing closely held businesses, partnerships, real estate entities, and the families and principals behind them in various transactions and controversies. Their docket includes cases involving ....

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