Estate And Trust Jobs in Venice

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United States
Full-time 9 views Experience : 4-6 yrs required

Title Mid-Level Commercial Real Estate Associate – US Job... Responsibilities As a Mid-Level Commercial Real Estate Associate, you will be... entrusted with critical responsibilities that involve advising a diverse clientele, including array of commercial real estate issues. Your key responsibilities......

Full-time 4 views Experience : 1-3 yrs required

legal education within the Trusts & Estates practice area. - Draft Estate Planning documents such as... Trusts, Wills, and Powers of Attorney. - Serve as "second chair" in Probates, Trust Administration, and Conservatorships. - Gradually... assume more responsibilities and work independently on task...

Posted On Sep 18, 26
Full-time 4 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,...

Full-time 1 views Experience : 5-5 yrs required

Title: Full-Time Litigation Attorney (5+ Years Litigation Experience Required) Job Responsibilities: - Prepare and draft legal documents, motions, and pleadings - Conduct legal research - Manage all phases of discovery - Attend and conduct depositions, mediations, and trials - Negotiate settlements - Represent clients in court proceedings -...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal or Senior Paralegal Job Responsibilities: - Support 2-3 attorneys in their legal practices, primarily focusing on trusts and estates litigation and probate cases. - Assist attorneys with case preparation, including organizing and managing case files, conducting legal research, and drafting legal...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required

multi-generational affluent 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 federal,...

Posted On Sep 14, 26
Full-time Experience : Min 6 yrs required

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 the existing client base and new client acquisition. - Advise clients...

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...

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 -...

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...

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...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required

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 clients on...

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...

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...

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...

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...

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...

Posted On Jul 01, 26
Full-time 4 views

matter files. This includes working across business, estate planning, and litigation matters. -... Case and File Management: Efficiently manage caseloads under attorney supervision, ensuring all deadlines are met and documents are accurately maintained. - Client Communication: Act as a point of...

Posted On Jul 02, 26
Full-time 4 views Experience : Min 1 yrs required

Title: Paralegal/Legal Secretary Job Responsibilities: Legal Support: - Assist attorneys with drafting and reviewing legal documents. - Prepare forms and organize case and matter files across business, estate planning, and litigation matters. Case... and File Management: - Manage caseloads efficiently under attorney supervision. - Ensure...

Posted On Jul 20, 26
Full-time 1 views Experience : 1-8 yrs required

& Estates practice. The role involves working closely with senior attorneys to develop expertise in Estate Planning, Probate, Trust Administration,... and closely with clients to explain legal concepts and provide Estate Planning documents, including Trusts,... Wills, and Powers...

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