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United States
Full-time 11 views

Title: Estate Planning & Wealth Transfer Partner Job Responsibilities: The Estate... Planning & Wealth Transfer Partner will be... on complex estate planning, wealth transfer, business succession planning,... philanthropy, and related income tax matters. Key responsibilities include: - Advising high-net-worth individuals, families, and entrepreneurial...

Full-time 9 views Experience : Min 5 yrs required

the law firm's Private Client Group, specifically within the tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. - Collaborating and assisting with all aspects of complex e...

Full-time 2 views Experience : 2-6 yrs required

drafting, and implementing sophisticated wealth transfer plans for high-net-worth... individuals. Additionally, the associate will collaborate and assist with all aspects of complex estate and trust administration matters. The role requires the ability to proactively anticipate and resolve issues in a...

Posted On Sep 09, 26
Full-time Experience : 2-3 yrs required

Coordinate the sale and transfer of estate and trust... properties, including collaboration with realtors and title companies through closing. - Verify property ownership and titles, and coordinate matters involving insurance, taxes, mortgages, and utilities. - Schedule repairs, maintenance, appraisals, and inspections. - Communicate...

Full-time 6 views Experience : Min 5 yrs required

CPAs to provide expert advice to clients and their advisors on various tax issues, including gift, estate, generation-skipping transfer (GST), and income tax... matters, as well as fiduciary accounting. Key responsibilities include: - Collaborating with attorneys, CPAs, clients, and their advisors...

Posted On Jun 18, 26
Full-time 10 views

Overview A small, collegial, client-focused law firm is seeking a highly organized and detail-oriented Legal Assistant or Paralegal to join its team. The practice areas of the firm include estate planning, probate, trust administration, residential real estate, homeowner association matters, and...

Full-time 3 views Experience : Min 2 yrs required

asset protection and tax-efficient wealth transfer. - Administer probate and... trusts under the Colorado Revised Statutes (.) Title 15, managing the process from the first filing to the final closing. - Represent clients in contested probate, will disputes, and trust litigation. - Maintain...

Full-time 1 views Experience : 1-5 yrs required

Title: Intake Attorney Job Responsibilities: - Review intake notes, case facts, documents, and relevant background before consultations. - Conduct scheduled and occasional live consultations with pre-screened prospective clients. - Build trust and rapport quickly during approximately 20- to 30-minute consultations. - Identify the prospective client’s...

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