Estate And Trust Jobs in Newtown

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Posted On Sep 18, 26
Full-time Experience : Max 3 yrs required

Title: Tax Professional Job Responsibilities: - Work with high net worth families, closely held businesses, estates, trusts, and private foundations. - Develop strong working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare federal and state &...

Full-time 2 views Experience : 3-5 yrs required

Job Title: Trust & Estate Associate Job Responsibilities: The Trust &... Estate Associate will join the... Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable...

Posted On Jul 23, 26
Full-time 1 views Experience : Min 5 yrs required

Prepare and file legal documents. - Manage attorney calendars and schedule hearings and meetings. - Communicate with clients, courts, and opposing counsel. - Organize case files and assist with litigation support. - Provide administrative support throughout all phases of estate litigation. Education and Experience Information: Qualified......

Posted On Jun 18, 26
Full-time 4 views Experience : Min 3 yrs required

Title: Business Development Specialist Job Responsibilities: - Develop an in-depth understanding of the department’s practice groups, attorneys, competition, and client base to enhance client relationships and brand awareness. - Support the creation and execution of business development initiatives, programs, events, activities, and strategies...

Posted On Jun 25, 26
Full-time 2 views Experience : Min 2 yrs required

Corporate and Trust & Estate Practice Groups. The key... duties include filing, organizing, and maintaining documents and records for these groups. The assistant will also handle data entry tasks, such as updating and maintaining databases. Additional administrative responsibilities include photocopying,...

Full-time 1 views Experience : Min 3 yrs required

clients with peace of mind regarding their estate and elder law needs.... The primary responsibilities include: - Drafting planning instruments such as Wills, Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications...

Full-time Experience : 5-20 yrs required

Job Title: Experienced Estate Planning and Elder Law... strategies. - Advise clients on estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down strategies and application processes. - Repres...

Posted On Aug 07, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Law Firm Paralegal Job Responsibilities: The role of a Law Firm Paralegal involves overseeing the general administrative functions within the legal department and supporting attorneys by providing essential clerical and research services. The primary responsibilities include: - Providing clerical support for...

Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required

client matters related to estate planning, administration, Medicaid applications,... litigation, and other aspects of estate and elder law practice.... Key duties include: - Utilizing templates to draft legal documents such as deeds, healthcare directives, wills, and trust instruments. - Drafting correspondence to......

Full-time Experience : Min 3 yrs required

Attorney Job Responsibilities: - Independently handle estate planning and estate administration... 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...

Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required

their families throughout the estate planning or probate and... trust administration processes. Key responsibilities... include: - Drafting estate planning documents such as... Wills, Trusts, Powers of Attorney, partnership agreements, and related instruments. The paralegal is expected to tailor these provisions to...

Full-time 2 views Experience : 4-20 yrs required

Title: Litigation Associate Attorney Job Responsibilities: - Drafting pleadings, briefs, and motions. - Performing and attending depositions to gather and record testimonies and evidence. - Preparing, producing, and reviewing discovery demands to uncover relevant information and documents. - Preparing and delivering oral arguments in court...

Full-time 8 views Experience : 4-10 yrs required

Senior Manager – Real Estate Job Responsibilities: - Conduct research and... tax issues, including real estate tax, partnerships, REITs, S... the acquisition, restructuring, and disposition of real estate assets in joint venture,... fund, and REIT/blocker structures. - Manage REIT tax structuring and due...

Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required

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 activitie...

Posted On Jul 10, 26
Full-time 5 views Experience : Min 3 yrs required

areas, including litigation, real estate, tax, and trusts and... estates. This role also includes backup receptionist coverage as needed. Key responsibilities include: - Adapting quickly to different attorney styles and practice areas - Providing seamless support in a fast-paced environment...

Full-time 1 views

supporting clients with their estate planning needs and managing... estate and trust administration clients.... design and implement comprehensive estate plans, which include wills,... powers of attorney, and advance medical directives. - Advising clients on estate planning strategies tailored to... thei...

Posted On Aug 04, 26
Full-time 1 views Experience : 2-10 yrs required

seeks a Trust and Estate Associate to join its... practice in Voorhees, NJ. The ideal candidate will have three to five years of experience and be admitted to both the New Jersey and Pennsylvania Bars. Experience in taxation or business...

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