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Charitable Trust Jobs in Summit

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United States
Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies,... and other sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

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Posted On Aug 18, 26
Full-time Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

other tax returns, ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation, charitable giving, and succession planning... for founders and tech...

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Job Title: Director - Trust & Estate Job Responsibilities: - Serve... Provide advanced estate, gift, trust, and wealth transfer planning,... as GRATs, IDGTs, SLATs, charitable planning, and succession planning. -... Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041,...

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

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Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The selected candidate will join the Private Client Department of a law firm, focusing on international tax and estate planning. Responsibilities include advising on international tax matters...

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Posted On Aug 03, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Commercial Law Estate Planning estates family limited liability companies partnerships trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Commercial Law Estate Planning estates family limited liability companies partnerships trusts wealth transfer Wills

and trusts. - Handle trust and estate administration matters.... - Counsel clients on business succession planning and family wealth transfer strategies. - Provide guidance on charitable and philanthropic planning. -... Structure and implement family partnerships, family limited...

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Posted On Jul 23, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts

necessary documents. - Guide clients through the probate and trust settlement process. - Draft trust... and estate documents that... are tailored to meet clients' needs and goals. - Host consultations and client meetings both in-person and remotely. These meetings are conducted to execute...

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Posted On Jul 14, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills

offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents, charitable planning documents, and other... estate planning instruments....

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Posted On Sep 07, 26
Full-time 3 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

to open estate or trust accounts. - Interpret the governing... records, payments, fee schedules, and tax records. - Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues; coord...

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Posted On Sep 11, 26
Full-time 19 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates private client trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Draft a broad range of estate planning documents, including wills, revocable trusts, and irrevocable trusts, along with related ancillary documents such as powers of attorney and healthcare directives. - Manage day-to-day estate...

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Posted On Aug 11, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills

attorney, health care documents, amendments, assignments, certifications of trust, and related documents using... drafting software. - Review estate-planning questionnaires, asset information, beneficiary designations, and existing documents to identify missing information or issues requiring attorney attention. - Prepare documents for attorney review, inco...

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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 Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

position resides within the Trust and Estate Group of... advisor that focuses on ultra-high-net-worth clients. The role involves three primary functional responsibilities: 1. Provide day-to-day administrative and operational support to the Trust and Estate Group. 2. Assist... with trust and estate docum...

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Posted On Jun 19, 26
Full-time 17 views Experience : 3-5 yrs required 1 applications
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills

Job Title: Trust & Estates Attorney Job Responsibilities: -... multi-generational trusts. - Create customized trust agreements, including revocable living... retained annuity trusts, and charitable remainder trusts. - Develop specialized... documents aimed at wealth preservation, tax minimization, and asset protection. - Draft powers of attorney, healt...

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Trusts and Estates Attorney

Recruiter • **Members Only** New York City, NY

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Posted On Jul 29, 26
Full-time 11 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

experience in estate and trust law. The role is... ideal for a legal professional who is passionate about helping clients preserve wealth, navigate generational transitions, and manage complex personal planning needs. This is a unique chance to join a team...

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