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Estate And Trust Jobs in Livermore

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United States
Posted On Aug 17, 26
Full-time 9 views Experience : Min 6 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse estates fraud Insurance Litigation probate litigation spectrum trusts Women

Job Title Trust & Estates Litigation Attorney... administrators, and beneficiaries in trust and probate litigation, including:... - Contests based upon lack of capacity, undue influence, or fraud - Negligent management of assets - Failure to account, or...

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Posted On Jun 25, 26
Full-time 7 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Of Counsel Attorney - Estate Planning Job Responsibilities: - Virtually consult... clients to review their estate plan and provide legal... advice and guidance. - Review estate planning documents to ensure... they are up to good judgment when discussing estate plans with clients to......

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Posted On Aug 05, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
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:
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 Responsibilities: - Represent... parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education Code. - Conduct client intakes...

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Posted On Aug 11, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

clients to review their estate plan, providing legal advice... and guidance. - Review estate planning documents to ensure... they comply with state requirements. - Ensure effectively met through the estate planning process. - Exercise good... judgment when discussing estate plans with clients to......

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Posted On Sep 03, 26
Full-time 12 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 Job Responsibilities: - Advising and... consulting on estate planning processes to create... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and consulting services...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... with clients. Review individual, trust, partnership and corporate tax... returns prepared by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle...

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Posted On Aug 31, 26
Full-time 21 views Experience : 8-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions, including related tax implications, consequences, and treatment. - Manage larger and complex engagements, overseeing workflow fo...

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Posted On Aug 18, 26
Full-time 1 views 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

individual, fiduciary, gift and estate, and other tax returns,... ensuring accuracy and alignment with strategic planning. - Conducting advanced tax research and drafting technical memoranda to address complex issues. - Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving,...

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General
Job Tags:
agreements Commercial Contracts contracts finance Insurance licensing native law startup technology transactions
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General
Job Tags:
agreements Commercial Contracts contracts finance Insurance licensing native law startup technology transactions

Title: Associate Commercial Counsel Job Responsibilities: - Contract Drafting & Negotiation: - Draft, review, and negotiate a high volume of technology and commercial agreements, including SaaS, vendor, licensing, and partnership agreements. - Identify significant risks in negotiations and determine which points are...

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Posted On Aug 13, 26
Full-time 17 views Experience : Min 4 yrs required
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
commercial real estate developers document review family Financial Institutions Insurance Litigation Mediation pleadings Profit Sharing
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
commercial real estate developers document review family Financial Institutions Insurance Litigation Mediation pleadings Profit Sharing

Title: Hybrid Litigation Paralegal Job Responsibilities: - Prepare and finalize court pleadings in state and federal courts, including complaints, motions, briefs, and judicial council forms. - Manage litigation calendars and track deadlines to ensure timely submissions and actions. - Draft motions, complaints, briefs,...

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Posted On Aug 13, 26
Full-time 18 views Experience : Min 4 yrs required
Practice Area:
Litigation - Commercial Litigation - Mediation Litigation - Appellate Litigation - eDiscovery General Litigation - Document Review
Job Tags:
commercial real estate depositions developers document review family Financial Institutions first chair Insurance Litigation Profit Sharing second chair trials
Practice Area:
Litigation - Commercial Litigation - Mediation Litigation - Appellate Litigation - eDiscovery General Litigation - Document Review
Job Tags:
commercial real estate depositions developers document review family Financial Institutions first chair Insurance Litigation Profit Sharing second chair trials

Title: Hybrid Mid-Level Litigation Attorney (4+ years of litigation experience) Job Responsibilities: - Conduct high-level legal analysis to support client cases and strategy. - Engage in client communication and interaction to build and maintain strong client relationships. - Participate in depositions as part of...

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Posted On Jun 16, 26
Full-time 12 views Experience : 3-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate Software title trusts Wills

a motivated and detail-oriented Estate Planning and Trust Administration... Attorney? We want you to join our growing trust administration and estate planning team. This role... is ideal for a junior to gain hands-on experience in estate planning, trust administration, and......

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Posted On Jun 16, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
estates Litigation trusts
Practice Area:
Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
estates Litigation trusts

Title: Attorney Job Responsibilities: - Work under the direct supervision and assist senior attorneys of the law firm in representing clients in federal tax controversies before the IRS and/or . Tax Court. - Prepare litigation documents, including discovery sets or discovery responses, motions,...

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Posted On Jul 21, 26
Full-time 75 views
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning Probate Software

Walnut Creek focusing on estate planning, estate and trust... administration, probate, Medi-Cal planning... and special needs planning. We are seeking a full-time assistant to provide a high level of administrative support to our clients, affiliates and our team. This position...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

part of the company's estate planning process, tasked with... accuracy and completeness of estate planning documents. Key responsibilities... include: - Reviewing estate planning documents submitted by... they are complete, well-organized, and include all necessary governing documents. - Analyzing estate planning and tru...

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Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The primary... responsibility of the Estate Planning Attorney at the... clients in completing accurate estate plans that fulfill their... specific wishes efficiently. This involves being available for an initial 'start' meeting within five business days, scheduling...

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Posted On Jul 27, 26
Full-time
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed
Practice Area:
Family Law - General Litigation - Trusts & Estates - Defense Probate
Job Tags:
agreements civil litigation contracts depositions Employment Law Estate Planning Family Law general litigation health insurance Insurance Litigation Personal Injury Law pleadings Probate weed

Title: Associate Attorney Job Responsibilities: - Assist in managing litigation matters from intake through resolution with increasing responsibility based on experience and performance. - Draft and review legal documents such as pleadings, motions, contracts, discovery requests, and settlement agreements with precision and clarity. -...

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Posted On Jul 29, 26
Full-time 27 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

seeking a Tax and Estate Planning Associate Attorney with... a strong interest in estate planning, wealth transfer strategies,... and tax law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep...

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