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Estate And Trust Jobs in Martinez

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United States
Posted On Sep 16, 26
Full-time 5 views Experience : Min 7 yrs required
Practice Area:
Corporate - Contract Law Corporate - Technology Transactions Corporate - General
Job Tags:
agreements equity global mobility Hardware Intellectual Property licensing marketing partnerships Privacy Software Transportation
Practice Area:
Corporate - Contract Law Corporate - Technology Transactions Corporate - General
Job Tags:
agreements equity global mobility Hardware Intellectual Property licensing marketing partnerships Privacy Software Transportation

Title: Senior Commercial Counsel Job Responsibilities: - Lead commercial transactions from initiation through post-signature management. Collaborate with business and technical teams to develop strategies, negotiate with counterparties, and finalize agreements. - Advise on legal and business risks, providing clear explanations of complex terms...

Posted On Sep 16, 26
Full-time 5 views Experience : Min 7 yrs required
Practice Area:
Corporate - Contract Law Corporate - Technology Transactions Corporate - General Data Privacy - Transactional Intellectual Property - General IP_ - Trademark/Copyright-Transaction
Job Tags:
agreements equity global mobility Hardware Intellectual Property licensing marketing partnerships Privacy Software Transportation
Practice Area:
Corporate - Contract Law Corporate - Technology Transactions Corporate - General Data Privacy - Transactional Intellectual Property - General IP_ - Trademark/Copyright-Transaction
Job Tags:
agreements equity global mobility Hardware Intellectual Property licensing marketing partnerships Privacy Software Transportation

Title: Senior Commercial Counsel Job Responsibilities: - Lead commercial transactions from initiation to post-signature management, collaborating with business and technical teams to develop strategies, negotiate with counterparties, and finalize agreements. - Advise on legal and business risks, explain complex terms clearly, and recommend...

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...

Posted On Jul 15, 26
Full-time 1 views 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...

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...

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. -...

Posted On Aug 20, 26
Part-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

in client interface, which includes responding to client inquiries and scheduling appointments. - Draft documents and assemble estate planning document packages. - Answer... phones and manage general office duties. - Create and maintain client files. - Participate in the administration of Estate Planning, Probat...

Posted On Aug 20, 26
Part-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Probate trusts

client interface by answering phones and responding to client inquiries. - Draft legal documents and assemble estate planning document packages. - Create... and maintain client files to ensure organization and accessibility. - Schedule appointments and manage calendars for attorneys. - Perform general office d...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 15 yrs required
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Practice Area:
Tax - Federal Real Estate - Tax Tax - General
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Act as a... to construction and real estate clients. - Lead client relationships... on day-to-day tax matters, serving as a valued tax business advisor for clients ranging from middle market to multinational entities. - Consult on...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift,...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federa...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise...

Posted On Sep 28, 26
Full-time Experience : 8-8 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals regarding state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances,...

Posted On Sep 28, 26
Full-time Experience : 5-5 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies...

Posted On Sep 28, 26
Full-time Experience : 3-4 yrs required
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation
Job Tags:
Affirmative Action appeals Asset Sales estate tax family finance spectrum Taxation

Title: State & Local Tax Senior - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Commercial
Job Tags:
civil litigation depositions Litigation personal injury pleadings probate litigation Software
Practice Area:
Litigation - General (consumer) Litigation - Commercial
Job Tags:
civil litigation depositions Litigation personal injury pleadings probate litigation Software

Title: Legal Secretary Job Responsibilities: - Calendar and monitor California litigation deadlines, including hearings, depositions, mediations, discovery deadlines, and court appearances. - Prepare, format, proofread, and file pleadings, motions, discovery, correspondence, subpoenas, and other legal documents. - E-file documents in California state and federal...

Posted On Sep 29, 26
Full-time
Job Tags:
civil litigation Litigation personal injury Software
Job Tags:
civil litigation Litigation personal injury Software

Title: Billing Specialist Job Responsibilities: - Manage the law firm's twice-monthly billing cycle, ensuring the preparation and review of client invoices for accuracy and completeness. - Monitor accounts receivable and proactively follow up on outstanding balances and retainer requirements. - Accurately apply client payments...

Posted On Aug 17, 26
Full-time 10 views Experience : 2-8 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Practice Area:
Litigation - Trusts & Estates - Defense

seeks a Trust & Estate Litigation Managing Attorney in... and strength. The position offers an opportunity to lead and expand the firm's presence in the Bay and manage trust and estate litigation junior attorneys... and support and...

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