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Estate And Trust Jobs in Diamond Bar

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United States
Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

looking for an experienced Estate Planning Attorney to join... Ontario Office. The Estate Planning Attorney will provide... in all aspects of estate planning, trust administration and... of attorney, and other estate planning documents Advising... and objectives Preparing estate tax returns...

Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust... administration matters from start... to finish. Education and Experience Information: - 2+ years of paralegal or legal assistant experience preferred. - Paralegal ce...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

the full lifecycle of estate planning matters, including intake,... legal documents such as wills, revocable living trusts, powers of attorney, advance healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling,... beneficiary designations, and trust funding. - Hand...

Posted On Aug 06, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills

Job Title: Trust & Estates Paralegal Job Responsibilities: -... Manage the entire case from start to finish, serving as the primary point of contact for the client and acting as a liaison between Draft, review, and prepare estate planning documents such as......

Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Job Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: ... - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present...

Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and activities. -...

Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Title: Tax Senior Manager - Private Client Services Job Responsibilities: - Supervise a team and foster strong client relationships, contributing to the establishment of a sustainable business. - Collaborate closely with Partners in an entrepreneurial environment that values exceptional client...

Posted On Sep 02, 26
Full-time 3 views Experience : Max 2 yrs required
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate

resolutions. - Manage a diverse caseload within the civil litigation department, focusing on business, real estate, and trust disputes, from... the inception of the case through to trial, under the supervision of a senior attorney. - Handle some probate work as p...

Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax & Estate Planning - Remote Eligible Job... Advising and consulting on estate planning processes to formulate... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and...

Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and...

Posted On Sep 08, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
ADA appeals appellate Case Law CEQA civil litigation Criminal Law estates Ethics Family Law FLSA Land Use Litigation Misdemeanor pleadings Practice of Law Probate Software title trusts Wills
Practice Area:
Litigation - General (consumer)
Job Tags:
ADA appeals appellate Case Law CEQA civil litigation Criminal Law estates Ethics Family Law FLSA Land Use Litigation Misdemeanor pleadings Practice of Law Probate Software title trusts Wills

Title: Judicial Staff Counsel III Job Responsibilities: - Perform general and specialized legal research and analysis, reviewing cases and making recommendations to the Court. - Advise the Court on complex matters of law and prepare drafts of legal opinions, legal memoranda, and other...

Posted On Jul 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts

on-site capacity, focusing on estate planning and related legal... legal documents necessary for estate planning, probate, and trust... administration. - Assisting with probate... and trust administration files, ensuring all... documentation is accurate and complete. - Managing conservatorship and elder law cases by...

Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

— Special Education & Estate Planning (Temp-to-Perm) Job Type: Contract,... Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal framework and the personal...

Posted On Sep 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts

finalize documents related to estate planning, probate, family law,... and real estate for attorney review. - Handle... court filings at the state and local levels in California, adhering to county-specific procedures and managing hearing reservations. - Send attorneys reminders for deadlines at...

Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

Job Title: Estate Planning & Corporate Attorney Job... Responsibilities: - Estate Planning: Advise on moderate... to advanced estate, trust, gift, and income... trusts, irrevocable gift trusts, and advanced transfer instruments, including GRATs, IDGTs, and SLATs. Manage trust administration matters for high-net-worth......

Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

the firm's Probate and Estate Planning operations. Key responsibilities... The paralegal will draft, review, and file necessary legal documents pertinent to probate and estate planning cases. - Updating client... files: Ensuring all client information and case files are current and acc...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

Administration, Trust Administration, and Estate Planning Services. Our mission... is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring our clients receive the highest quality of service. Summary As an Attorney at law firm, you will...

Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate

Orders (TROs), particularly in cases involving real estate. - Utilize knowledge of probate... law to effectively handle cases. - Apply civil litigation skills, as needed, to complement probate work. - Maintain excellent organizational skills and manage multiple tasks simultaneously. - Potentially communicate with Sp...

Posted On Aug 13, 26
Full-time 23 views Experience : 7-20 yrs required
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

Monrovia area law firm is seeking an experienced trust and estate attorney at either the... senior associate or partner level. Candidate must live in the San Gabriel Valley....

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