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Trust Estate Associate Jobs in Philadelphia

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Trust Estate Associate Jobs in Philadelphia - Related Job Titles

Finance Real Estate Associate
United States
Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft... Trusts (QPRTs). These documents should be tailored to meet specific family needs and go beyond standard templates. - Navigate and address issues related to state and federal income, gift, estate, and generat...

Posted On Sep 21, 26
Full-time 8 views Experience : 1-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials

estate disputes, guardianships, and trust administration. - Provide legal counsel... dealing with complex estate, trust, and guardianship issues. - Draft... and review various legal documents, including petitions, motions, and briefs, to ensure they meet legal standards and support case objectives. - Conduct thorough...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

Design and implement advanced estate plans for clients with... private foundations. - Advise on estate, gift, and generation-skipping transfer... on multi-generational wealth transfer and dynasty trust structures. - Oversee trust and... estate administration, which includes probate,... fiduciary compliance, post-mortem tax planning, and...

Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

Design and implement advanced estate plans for clients with... taxable estates exceeding $75 million, including various trust strategies such as GRATs,... SLATs, private foundations. - Advise on estate, gift, and generation-skipping transfer... wealth transfer and dynasty trust structures. - Oversee trust and......

Posted On Sep 08, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

Job Title Private Client Associate Job Responsibilities The Private... Client Associate will be responsible for... engaging in sophisticated estate planning and handling estate... and trust administration along... with transfer... closely held businesses. The Associate will collaborate with attorneys... across various...

Posted On Sep 18, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax M&A operating agreements Partnership partnerships Taxation trusts wealth transfer Wills

business owners on advanced estate planning, wealth transfer strategies,... and trust administration. - Develop tax-efficient estate... and business succession plans,... including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax...

Posted On Oct 07, 26
Full-time 4 views Experience : 5-10 yrs required
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Trusts & Estates - Plaintiffs Administrative Law Government / Public Law Real Estate - Tax Real Estate - General Government - General Tax - General
Job Tags:
appeals Civil Rights Conservatorship contracts doctors Foreclosure Government Litigation nurses partnerships pleadings spouse stage tax litigation Taxation Transportation Water
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Trusts & Estates - Plaintiffs Administrative Law Government / Public Law Real Estate - Tax Real Estate - General Government - General Tax - General
Job Tags:
appeals Civil Rights Conservatorship contracts doctors Foreclosure Government Litigation nurses partnerships pleadings spouse stage tax litigation Taxation Transportation Water

and Revenue Unit’s Real Estate Tax Division Job Responsibilities: The Senior... and Revenue Unit's Real Estate Tax Division is responsible... Key responsibilities include: - Trying foreclosure cases for real estate taxes and other municipal... claims before the Court of Common Pleas. - Handling re...

Posted On Oct 07, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Tax - Defense Litigation - Trusts & Estates - Defense Real Estate - Tax Tax - Controversy and Dispute Resolution Real Estate - General Tax - General
Job Tags:
appeals Conservatorship Foreclosure Litigation pleadings stage tax litigation
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Tax - Defense Litigation - Trusts & Estates - Defense Real Estate - Tax Tax - Controversy and Dispute Resolution Real Estate - General Tax - General
Job Tags:
appeals Conservatorship Foreclosure Litigation pleadings stage tax litigation

Collections Unit - Real Estate Tax Division Job Responsibilities: The Senior... and Revenue Unit’s Real Estate Tax Division is responsible... for a variety of legal tasks defense related to real estate taxes. Key responsibilities include: -... foreclosure cases for real estate taxes and...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implements tax, estate, and financial plans for... clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to needed and develops tax, estate, and financial analyses and......

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen as necessary, developing tax, estate, and financial analyses and......

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Job Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth... wealth planning, including gift, estate, and income taxation, charitable... giving, trust administration, wealth transfer, and... counsel to ensure comprehensive estate planning. - Utilize prior experience... with wills, revocable trusts, premarital agreements, generation-skipping...

Posted On Sep 01, 26
Full-time 12 views Experience : Min 6 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Corporate - General
Job Tags:
agreements closing documents construction due diligence easements escrow indemnity Insurance leasing Letters of Credit Litigation LLC M&A operating agreements Property Management title warranty zoning
Practice Area:
Corporate - M&A Corporate - Contract Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Corporate - General
Job Tags:
agreements closing documents construction due diligence easements escrow indemnity Insurance leasing Letters of Credit Litigation LLC M&A operating agreements Property Management title warranty zoning

Title: Litigation Senior Attorney - M&A Job Responsibilities: - Negotiate and draft property management and development agreements. - Negotiate complex LLC operating agreements or limited partnership agreements. - Conduct due diligence activities including title and survey reviews, reviewing easements, REAs, CCRs, leases, and financial...

Posted On Oct 07, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax-General Practice (Transaction) Tax - General
Job Tags:
fund formation Joint Ventures private equity REITs Taxation
Practice Area:
Tax - M&A and Transactions Real Estate - Tax Tax-General Practice (Transaction) Tax - General
Job Tags:
fund formation Joint Ventures private equity REITs Taxation

Job Title: Transactional Tax Associate Job Responsibilities: The primary responsibilities for... the Transactional Tax Associate position include significant work... areas: - Fund formation - Real Estate Investment Trusts (REITs) - Joint... ventures - Private Equity - Mergers and Acquisitions (M&A) Candidates are expected to possess solid transactional tax...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs... Legal Directors to provide estate planning services for clients. -... with clients to confirm estate planning needs. - Produce typical... estate planning documents including revocable... deeds, and LLCs. - Draft estate planning documents using personal......

Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Energy and Oil & Gas - General
Job Tags:
acquisitions Administrative Law agreements Commercial Contracts contracts Corporate Law corporate transactions easements equity finance government affairs Insurance M&A mergers Mergers and Acquisitions special projects Water
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Energy and Oil & Gas - General
Job Tags:
acquisitions Administrative Law agreements Commercial Contracts contracts Corporate Law corporate transactions easements equity finance government affairs Insurance M&A mergers Mergers and Acquisitions special projects Water

Title: Counsel, Mergers & Acquisitions Job Responsibilities: - Provide legal counsel and support to the company on a wide range of corporate, transactional, and commercial matters, with a primary focus on mergers and acquisitions, strategic transactions, and complex commercial contracts. - Support the...

Posted On Aug 25, 26
Full-time 8 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

or Pennsylvania. This role involves more than basic estate planning, focusing on complex... tax mitigation and business succession. The successful candidate will collaborate with partners to address intricate family dynamics and lead client and implement complex documents like R...

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