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United States
Posted On Sep 08, 26
Full-time Experience : Min 1 yrs required
Job Tags:
acquisitions mergers pleadings
Job Tags:
acquisitions mergers pleadings

Spring Legal Intern - Charitable Trusts & Organizations Section... the intern in the Charitable Trusts and Organizations Section... in properties committed to charitable purposes. Key responsibilities include:... - Drafting legal documents such as pleadings, motions, petitions, responses, and discovery requests....

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Posted On Sep 11, 26
Full-time Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

complex trust agreements, including charitable planning documents. - Oversee estate... and trust administration processes. - Exhibit excellent... drafting, writing, and analytical skills. - Maintain accurate and strong attention to detail. - Demonstrate a high level of organization. - Possess strong verbal and interpersonal skills. - Manage...

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Posted On Sep 09, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax health insurance Insurance Probate treaties trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax health insurance Insurance Probate treaties trusts

documents and advising on trust administration and funding. The... experience in drafting revocable and irrevocable trusts, including SLATs, ILITs, and charitable trusts. A strong understanding... of estate and gift tax law and sophisticated planning structures is essential. The role...

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Posted On Sep 09, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax Insurance Probate title treaties trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax Insurance Probate title treaties trusts

Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will be responsible for drafting estate planning documents and advising on trust administration and funding. The... key duties include: - Drafting revocable and irrevocable as SLATs, ILITs, and charitable trusts. - Advising on estate......

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Client Department, focusing on sophisticated legal matters related to high-net-worth trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and... administration. - Demonstrating knowledge of relevant state and federal tax laws. - Handling domestic estate planning, including succession...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

- Engaging in high-net-worth trust and estate planning and... administration. - Demonstrating knowledge of state and federal tax laws. - Handling domestic estate planning, which includes succession planning, lifetime giving, estate and income taxation issues, charitable giving, and estate planning......

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Posted On Sep 08, 26
Full-time Experience : 8-10 yrs required
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance lending trusts wealth management
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance lending trusts wealth management

Job Title: Trust Officer Job Responsibilities: The Trust Officer... administering estate and personal trust accounts, which include testamentary... and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Key responsibilities include: - Administering...

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Posted On Sep 10, 26
Full-time
Job Tags:
acquisitions articles of incorporation Bureau of Consumer Protection estates Federal Trade Commission finance Litigation mergers pleadings Restitution revocable trust title trusts
Job Tags:
acquisitions articles of incorporation Bureau of Consumer Protection estates Federal Trade Commission finance Litigation mergers pleadings Restitution revocable trust title trusts

Protection (BCP) and the Charitable Trusts & Organizations (CT&O)... sections, providing a range of legal services and advice on matters of simple and routine to moderate scope and complexity under the supervision of a more senior attorney. The key duties...

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Posted On Sep 10, 26
Full-time
Job Tags:
acquisitions articles of incorporation Bureau of Consumer Protection estates Federal Trade Commission finance Litigation mergers pleadings Restitution revocable trust title trusts
Job Tags:
acquisitions articles of incorporation Bureau of Consumer Protection estates Federal Trade Commission finance Litigation mergers pleadings Restitution revocable trust title trusts

Protection (BCP) and the Charitable Trusts & Organizations (CT&O)... Section. The Fellow will provide a range of legal services and advice on matters varying from simple and routine to those of moderate scope and complexity, under the supervision of more...

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Posted On Sep 08, 26
Full-time 2 views
Practice Area:
Nonprofit / Charities Law
Job Tags:
Common Law estates evidence Litigation local government
Practice Area:
Nonprofit / Charities Law
Job Tags:
Common Law estates evidence Litigation local government

Attorney General of the Charitable Trusts and Organizations Section... (CTO) is a highly advanced professional, legal, and administrative position within the organization. The primary responsibilities include overseeing and managing all legal and administrative matters related to the operation of the...

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Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required
Job Tags:
equity H-1B Harassment higher education Insurance Partnership sexual assault Sexual Harassment Software title trusts Visa
Job Tags:
equity H-1B Harassment higher education Insurance Partnership sexual assault Sexual Harassment Software title trusts Visa

lead development professional in charitable gift planning, working with... prospects and donors capable of making gifts of stocks, real estate, business interests, retirement accounts, donor-advised funds, life insurance policies, etc. - Develop, create, write, implement, and evaluate individualized solicitation plans and...

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Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer

estate plans for ultra-high-net-worth individuals and multigenerational families. - Advise on complex wealth transfer strategies, including GRATs, SLATs, IDGTs, charitable structures, and family governance... frameworks. - Partner with advisors to position estate planning as a central driver of client acquisition and retention...

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
commercial litigation contracts corporate transactions estates health insurance Insurance insurance coverage trusts
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
commercial litigation contracts corporate transactions estates health insurance Insurance insurance coverage trusts

Title: Legal Secretary Job Responsibilities: - Incorporating changes to legal documents. - Generating comparisons of redlined document versions. - Maintaining clear version control for documents with multiple rounds of edits. - Typing legal documents and letters dictated by the attorney. - Adding and maintaining data and...

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Posted On Sep 09, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Insurance Coverage
Job Tags:
depositions global mobility higher education Insurance partnerships pleadings Privacy title
Practice Area:
Insurance Coverage
Job Tags:
depositions global mobility higher education Insurance partnerships pleadings Privacy title

Associate Attorney - Trial & Defense Job Responsibilities: In the role of an Associate Attorney supporting the Trial & Defense practice, the candidate will be responsible for a variety of tasks critical to the success of the department. These responsibilities include: - Analyzing...

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Posted On Sep 09, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
depositions family Harassment insurance defense Litigation Partnership trials Women
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
depositions family Harassment insurance defense Litigation Partnership trials Women

Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, driving favorable results for clients. - Aim for excellence in every aspect of work, challenging mediocrity and setting a higher standard. - Independently handle court appearances, depositions,...

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Posted On Sep 09, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Litigation - General (consumer) Insurance Defense - General Personal Injury Defense
Job Tags:
depositions family Harassment insurance defense Litigation Partnership trials Women
Practice Area:
Litigation - General (consumer) Insurance Defense - General Personal Injury Defense
Job Tags:
depositions family Harassment insurance defense Litigation Partnership trials Women

Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments, driving favorable results. - Set and uphold a higher standard by challenging mediocrity and pushing for excellence in all aspects of legal work. - Independently manage court...

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Posted On Sep 02, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Private Client Associate

Recruiter • **Members Only** Los Angeles, CA

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Posted On Sep 11, 26
Full-time Experience : 2-11 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and... trust complex trust agreements... and estate planning in charitable planning and administration of... estates and with cl...

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