Estate And Trust Jobs in Bonita Springs

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Full-time 5 views Experience : 3-7 yrs required

understand and address their estate planning needs. - Design and... draft estate planning documents, including wills,... fiduciary accountants, other attorneys, and clients in probate and trust administration. - Prepare and/or review... gift tax returns, estate tax returns, and fiduciary... income tax...

Posted On Jul 22, 26
Full-time Experience : 2-5 yrs required

Job Title: Estate and Trust Paralegal Job... Responsibilities: - Manage estate and trust administration from... - Assist in preparing estate, gift, and fiduciary income... tax returns (Form 706, Form 709, Form 1041). - Coordinate deadlines, monitor case schedules, and support...

Full-time 1 views

the department at the law firm. The primary responsibilities include: - Engaging in estate planning, estate and trust... administration, business succession planning, charitable planning, and trust and estate litigation. - Researching and learning... complex rules related to gift, estate, and generation-skipping tra...

Full-time 26 views Experience : Min 8 yrs required

Seeks Experienced Trust and Estate Senior Counsel or Member... in Naples, FL **Members Only.** is seeking an experienced Trust and Estate attorney at the Senior... Counsel or Member level to join our Naples, FL office. We...

Full-time 17 views Experience : Min 6 yrs required

Job Title: Trust & Estates Associate Job Responsibilities: The... Trust & Estates Associate will... in the area of trust, estate, and wealth preservation.... The... directly and handle complex estate planning and drafting for... include: - Planning and drafting estate plans for clients with......

Full-time 9 views Experience : Min 3 yrs required

Job Title: Trust & Estates Associate Job Responsibilities: -... and responsibilities within the Trust, Estate & Wealth Preservation... group. -... Plan and draft estate planning documents for clients... multi-generational wealth. - Utilize complex estate planning instruments such as... GST-exempt trusts, GRATs, SLATs, and IDGTs. -...

Full-time 2 views Experience : 4-7 yrs required

Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a part of the Private Clients Group within the law firm. The role involves working on sophisticated estate planning, drafting, and administration,... along with engaging in direct client...

Full-time 3 views Experience : 4-6 yrs required

Job Title: Real Estate / Private Client /... Estate Planning Associate (4-6 years) Job... Responsibilities: - Collaborate with estate planning attorneys on real... estate aspects of wealth transfer... residential and commercial real estate acquisitions, dispositions, and financings. -... Structure and negotiate real estate transactions involving estate planning......

Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: The role of a Paralegal at the law firm encompasses a wide range of duties aimed at providing comprehensive legal support to attorneys. Responsibilities include but are not limited to: - Preparing and drafting various legal documents such as...

Full-time 33 views Experience : Min 5 yrs required

a skilled and experienced Estate Planning Attorney to join... and personalized approach to estate planning for high net... worth individuals. Our firm has been recognized as a Best Place to Work for the past two years, and we are looking...

Posted On Sep 08, 26
Full-time 24 views Experience : Min 3 yrs required

file Federal and state estate tax and gift tax... income tax returns. - Prepare estate and trust accountings. - Prepare... tax-exempt entities. - Engage in estate and gift tax planning,... including actuarial and interest computations for vehicles such as Qualified Personal Residence Trusts...

Posted On Jul 30, 26
Full-time 51 views Experience : 2-15 yrs required

firm is seeking a Trust and Estates Associate Attorney... for their Naples, FL, location. The ideal candidate should possess the following qualifications and skills:Job Overview:The Trust and Estates Associate Attorney... will be responsible for assisting with the administration of complex...

Posted On Aug 12, 26
Full-time 2 views Experience : 3-20 yrs required

successful candidate will have a strong background in estate planning and administration, working... directly with high-net-worth estate preservation and planning strategies... for legal documents such as Last Wills & Testaments, Revocable and Irrevocable Trusts, and Powers of...

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