Estate And Trust Jobs in Studio City

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United States
Full-time 2 views Experience : Min 5 yrs required

and families on comprehensive estate and trust planning strategies. -... and irrevocable trusts, powers of attorney, and related estate planning documents. - Design tax-efficient... wealth transfer strategies, including gifting strategies, GRATs, ILITs, Dynasty Trusts, and other advanced planning vehicles. - Handle trust admi...

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Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... legal documents associated with estate and business succession planning. -... Providing tax planning and consulting...

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

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...

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Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required

to assist them with the transition of wealth from one generation to the next. - Interpreting and reviewing various legal documents related to estate and business succession planning.... - Conducting technical research on individual, trust, and estate planning and comp...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 3 yrs required

Abuse Paralegal Job Title: Elder Abuse Litigation Paralegal Job Responsibilities: - Assist attorneys with elder abuse litigation matters from the initial case intake through to trial. - Draft and review key legal documents including pleadings, discovery, subpoenas, correspondence, and demand packages. - Prepare and organize...

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Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -... Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 1 yrs required

Title: Receptionist/Legal Assistant Job Responsibilities: - Assist in managing schedules for attorneys - Answer incoming phone calls - Send and receive legal documents - Order supplies for the office, including firm supplies and stocking the breakroom - Perform general legal assistant duties on an as-needed basis -...

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

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The... Private Banker manages overall relationship profitability and portfolio risk and i...

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Posted On Sep 22, 26
Full-time Experience : 5-10 yrs required

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

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Posted On Aug 20, 26
Full-time 6 views Experience : 3-5 yrs required

probate litigation matters including trust disputes, conservatorships, and contested... estates. - Draft, file, and manage legal documents such as petitions, motions, and court filings. - Coordinate case calendars, deadlines, and court appearances. - Communicate with clients, courts, and opposing counsel. - Assist with discovery,...

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Posted On Jul 21, 26
Full-time 4 views Experience : 3-3 yrs required

Legal Assistant - Estate Planning Job Title Legal Assistant -... Estate Planning Job Responsibilities The legal assistant... and paralegals in the estate planning practice group. Key... duties include: - Assisting multiple attorneys in the creation, review, and revision of estate plan forms. - Engaging in... heavy...

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Posted On Jul 26, 26
Part-time 1 views

probate, trust administration, and estate planning environment. - Organize and... manage various tasks and projects to ensure the smooth operation of the law firm. - Utilize proficient communication skills to interact effectively with clients and team members. - Demonstrate proficiency in Word and...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role in the Tax department, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. The responsibilities include: - Preparing federal and multi-state...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 10 yrs required

models, principles, and technology standards. They will guide these through the Enterprise Architecture Review Board (ARB) governance and gate process. - Microsoft Modernization: The role involves modernizing the legacy Microsoft estate, including Active Directory, Group... Policy, DNS/DHCP, Windows Server, file services,...

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Full-time 1 views Experience : Min 15 yrs required

Job Title: Trust & Estates Associate Attorney Job... Responsibilities: - Advise clients on estate planning strategies, including wills,... Draft, review, and execute estate planning documents such as... wills, trusts, trust funding instruments, beneficiary designations,... on federal and state estate and gift tax issues,......

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Full-time 3 views

Title Associate Attorney Job Responsibilities Conduct detailed legal research using platforms such as LexisNexis and Westlaw to support case strategies across various practice areas. Draft and review legal documents including contracts, motions, pleadings, and discovery requests with precision and clarity. Prepare for court...

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Full-time 2 views Experience : Min 1 yrs required

Title Licensed Attorney - Eviction Defense Team Job Responsibilities Defend tenants in unlawful detainer proceedings and administrative hearings, advocating for their right to housing stability. Manage a varied caseload, ensuring each client receives personalized, high-quality legal assistance. Lead “Know Your Rights” clinics for tenants, empowering...

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Posted On Sep 22, 26
Full-time 1 views Experience : 1-3 yrs required

Description Under general supervision, the Transfer Paralegal I at a reputed firm will serve as a trusted resource for both internal teams and the families served by the firm, providing clear guidance on the process of transferring cemetery property at all...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 3 yrs required

Overview Law firm is seeking a bilingual (English/Spanish) Office Manager to join our growing legal team at our office. This position is crucial for managing the operational side of the practice and is not a receptionist role. The ideal candidate is...

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Full-time 22 views Experience : 1-12 yrs required

litigation and administration cases. The ideal candidate will have experience in trust, estate, and conservatorship litigation, though... training is available for those with relevant skills in litigation or financial litigation and trust/estate administration matters with partner... client communicati...

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