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Estate And Trust Jobs in Spring Valley

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United States
Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, prepare them for signatures, include necessary attachments, and notarize documents if needed after execution by the appropriate corporate personnel. - Correct or recreate documents received from various financial institutions or...

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Posted On Jul 07, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, process and prepare them for signature, including required attachments, and notarize them if needed once executed by the appropriate corporate personnel. - Correct or recreate documents received from various financial...

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Posted On Jul 07, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, ensuring they are processed and prepared for signature, including necessary attachments. Notarize documents once executed by appropriate corporate personnel. - Correct and/or recreate documents received from various financial institutions and/or...

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Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Nonprofit / Charities Law
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Nonprofit / Charities Law
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

organization is an international movement and an evangelical part of the universal Christian Church. Its core message is derived from the Bible, and its ministry is driven by the love of God. The mission of the organization is to preach...

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Posted On Sep 02, 26
Full-time 4 views Experience : 3-5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Business Law Commercial Law depositions Estate Planning estates Litigation pleadings probate litigation trusts
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning
Job Tags:
Business Law Commercial Law depositions Estate Planning estates Litigation pleadings probate litigation trusts

Title: Associate Attorney Job Responsibilities: - Manage and support all phases of litigation, from pleadings through trial. - Draft legal documents including pleadings, motions, briefs, discovery demands and responses, and legal memoranda. - Prepare for and participate in hearings, depositions, and mediations. - Develop and...

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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: 1. Client Advisory &... executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041,...

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The Tax Manager is responsible for managing the tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on financial service clients such as those in hedge-funds, private equity,...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Manager - Private Client Services Job Title: Tax Manager - Private Client Services Job Responsibilities: The Tax Manager in the Private Client Services practice is responsible for leading and managing tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities....

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Posted On Aug 12, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid trusts Wills

in all interactions. - Prepare estate planning documents, including Wills,... Trusts, Powers of Attorney, and Deeds, with precision and attention to detail. - Draft detailed opinion letters and other correspondence to effectively convey legal advice and information. - Understand Medicaid applications and their...

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Posted On Jul 30, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning estates family Guardianship health insurance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Elder Law Estate Planning estates family Guardianship health insurance Probate trusts Wills

Jersey offices. - Advise clients on matters related to wills, trusts, powers of attorney, advance directives, and other estate planning issues. - Develop and... implement long-term care planning strategies while advising clients throughout the process. - Counsel clients on guardianship, conservatorship, and in...

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Posted On Aug 12, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
health insurance Medicaid Probate
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
health insurance Medicaid Probate

handled with empathy and clarity. - Exhibit excellent attention to detail in all tasks, ensuring accuracy and precision in documentation and communication. - Prepare and submit Medicaid applications, ensuring compliance with all relevant regulations and guidelines. - Handle estate administration documents, including th......

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Posted On Sep 15, 26
Part-time 3 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Probate
Job Tags:
civil litigation Estate and Trust estates fiduciary litigation Guardianship Litigation pleadings Probate trusts
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Probate
Job Tags:
civil litigation Estate and Trust estates fiduciary litigation Guardianship Litigation pleadings Probate trusts

Title: Litigation Associate Attorney (Part-Time / Per Diem) Job Responsibilities: - Conduct legal research and develop case strategy. - Draft pleadings, petitions, motions, briefs, and other court submissions. - Prepare and respond to discovery, including document demands and interrogatories. - Assist with probate disputes, fiduciary...

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Posted On Sep 10, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software

Title: Bilingual Litigation Paralegal – English/Spanish Job Responsibilities: - Assist attorneys with case preparation by drafting legal documents, pleadings, and correspondence in both English and Spanish. - Conduct legal research using platforms such as Westlaw and LexisNexis to support litigation strategies. - Manage case...

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Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Elder Law Estate Planning health benefits health insurance Profit Sharing trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Elder Law Estate Planning health benefits health insurance Profit Sharing trusts Wills

Title: Paralegal/Legal Assistant Job Responsibilities: - Conduct client interviews to gather relevant information for legal cases - Maintain and organize client files and documents - Assist attorneys in preparing legal documents - Assist with document review and analysis - Perform...

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040) including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and... advise on matters impacting wealth planning, succession, and family tax strategy. - Develop and implement advanced tax planning str...

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Posted On Sep 16, 26
Full-time 4 views Experience : Min 1 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust family Family Law fiduciary Guardianship health insurance Insurance Litigation pleadings Probate probate litigation
Practice Area:
Trusts and Estates - General
Job Tags:
Estate and Trust family Family Law fiduciary Guardianship health insurance Insurance Litigation pleadings Probate probate litigation

Job Title: Estate Administration & Litigation Attorney Job... guardians. Provide clear and empathetic explanations of complex fiduciary roles and legal mechanisms. - Department Oversight: Collaborate with and supervise estate administration paralegals to ensure... the accurate production of documents, strict adherence to deadlines...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - General
Job Tags:
Business Law commercial real estate contracts health insurance Land Use marketing Real Estate Law stock options title zoning
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - General
Job Tags:
Business Law commercial real estate contracts health insurance Land Use marketing Real Estate Law stock options title zoning

Job Title: Real Estate Attorney Job Responsibilities: As part of... ® platform, the Real Estate Attorney will be responsible... at enhancing the real estate experience for clients, agents,... support related to real estate transactions, including reviewing real... estate contracts, documents, addenda, and......

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Posted On Sep 18, 26
Full-time 1 views 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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Attorney

Recruiter • **Members Only** Pearl River, NY

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Posted On Aug 14, 26
Full-time 148 views Experience : 2-10 yrs required 2 applications
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General

years of experience in Estate Planning, Trust Administration, Litigation,... or Real Estate. The candidate will assist... in the management of paralegal staff and the ability to work alongside other attorneys. Will issues, and Trust & Estate Administration. Must have experience......

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