Estate Planning Jobs in Bohemia

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Full-time 5 views

regulations. - Handle residential and commercial real estate transactions, including the preparation... and review of necessary legal documents. - Advise clients on wills, trusts, and estate planning, ensuring their assets... are protected and distributed according to their wishes. - Manage surrogate court matter...

Full-time 1 views Experience : Min 5 yrs required

Experienced Attorney Probate & Estate Administration Job Responsibilities: - Advise clients... on estate planning, probate, and trust... care proxies, and related estate planning documents. - Represent clients... Surrogate’s Court proceedings and estate litigation matters. - Counsel clients... asset protection and long-term planning strategies. - Provide guidanc...

Full-time 6 views

Title: Staff Attorney Job Responsibilities: - Manage incoming calls within the Legal Counsel Team. - Identify and assess customer's legal issues and document them using proprietary software. - Review documents on behalf of clients. - Perform administrative and management functions related to the practice of...

Full-time 1 views Experience : Min 3 yrs required

to the New York State Bar for no less than three years is required, and candidates must be in good standing. - Detailed knowledge of Wills & Estate Laws is necessary. - Self-motivated,... organized, and detail-oriented. - Ability to ask pertinent questions, a...

Full-time 1 views Experience : Min 3 yrs required

- Wills Department Job Title: Attorney - Wills Department Job Responsibilities: - Attend will signing event days at various locations. - Draft and review wills to ensure compliance with applicable laws and client specifications. Education and Experience Information: - Juris Doctor degree is required. - Admission to...

Full-time 1 views

the NYS Bar for no less than three years is required and must be in good standing. - Juris Doctor degree. - Detailed knowledge of Wills & Estate Laws. - Retirees are welcome... to apply. Requirements: - Self-motivated, organized, and detail-oriented. - Ability to ask pe...

Full-time 14 views Experience : Min 3 yrs required

Job Title: Estate Administration Attorney Job Responsibilities: - Oversee... the full range of estate administration tasks, including probate,... regarding the probate process, estate planning, trust administration, and... estate tax. - Draft and file... court filings related to estate matters. - Represent clients in... probate...

Posted On Sep 01, 26
Full-time 1 views

Title: Legal Assistant/Paralegal Job Responsibilities: - Assisting with administrative office duties, which include case management, bookkeeping, and data entry. - Involvement in the preparation of Medicaid applications and the necessary supporting documents. This responsibility requires the candidate to carefully read bank statements and...

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

prospective clients, attorneys, outside professionals, and family members. This position is crucial for maintaining the Partner's calendar and workflow, ensuring professional and responsive communication with clients and prospects, assisting with estate-planning documents and simple retainers,... and following up on...

Posted On Sep 29, 26
Full-time Experience : 3-5 yrs required

Job Title: Full-Time Estate Administration Paralegal Job Responsibilities: - Prepare... in various counties. - Draft estate administration documents, affidavits, waivers,... related pleadings. - Obtain EINs and assist with estate and trust administration. - Communicate... with clients, beneficiaries, financial institutions, accountants, and court personnel. - Assist atto...

Full-time 9 views Experience : 2-3 yrs required

Job Title: Estate Planning Attorney – Melville... options, and develop tailored estate plans. - Draft, review,... - Advise clients on estate tax implications, asset protection,... giving, and business succession planning. - Represent clients in... probate proceedings and trust administration. -...

Full-time 28 views

experience. - Handle sophisticated legal matters, including corporate structuring, non-profit formation and governance, real estate transactions, secured lending, commercial... disputes, and advanced tax strategy. - Maintain and grow client relationships through exceptional client service skills. - Engage with colleagues and leverage a se...

Full-time 2 views Experience : Min 4 yrs required

Title: Associate Attorney Job Responsibilities: 1. General Litigation Associate: - Handle all aspects of litigation from discovery through trial and appellate practice. 2. Labor & Employment Law Associate: - Participate in arbitrations and collective bargaining. - Counsel and defend clients in both...

Posted On Aug 25, 26
Full-time Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

Posted On Aug 14, 26
Full-time 27 views Experience : 1-12 yrs required

affluent clients on intricate estate planning matters, guiding them... asset preservation and wealth transfer strategies. The ideal candidate will possess a strong foundation in estate law and be eager... to build a dynamic practice within a collaborative, high-caliber environment. Primari...

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