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Estate Planning Jobs in Chino Hills

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United States
Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

analysis 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 activities. -...

Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for... ultra-high net worth individuals and their families, with a focus on clients in the financial se...

Posted On Sep 22, 26
Full-time 48 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer – Join... in Nevada! H1: Estate Planning Lawyer Opportunity in... a talented and experienced Estate Planning Lawyer looking for... a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and...

Posted On Sep 17, 26
Full-time 82 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Estate Planning Lawyer Are... a talented and experienced Estate Planning Lawyer in Nevada... our team as an Estate Planning Lawyer. **Members Only,**,... law firm specializing in estate planning, tax optimization, asset... protection and succession planning. With a focus on......

Posted On Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

Job Title Senior Estate Planning Attorney Job Responsibilities... draft, and implement advanced estate plans for ultra-high-net-worth individuals... and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access trusts (SLATs), charitable remainder unitrusts (CRUTs), intentionally defective grantor trusts (IDGTs),...

Posted On Sep 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills

Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... clients to understand their estate planning needs and objectives. -... types of trusts. - Draft estate planning documents such as... ancillary documents. - Explain complex legal concepts and provisions of the estate plan clearly to clie......

Posted On Aug 12, 26
Full-time 3 views Experience : 1-3 yrs required
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate

Title: Intake Specialist Job Responsibilities: - Screen calls from potential clients to evaluate their needs and determine the suitability for the law firm's services. - Conduct initial telephone conferences with potential clients to gather necessary information and assess their legal needs. - Input data...

Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

Job Title: Estate Planning & Corporate Attorney Job... Responsibilities: - Estate Planning: Advise on moderate... to advanced estate, trust, gift, and income... tax planning strategies, including wealth-transfer structuring,... business succession planning, and tax-efficient entity structuring.... Draft and structure revocable living trusts, irrevocable...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

Administration, Trust Administration, and Estate Planning Services. Our mission... is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring our clients receive the highest quality of service. Summary As an Attorney at law firm, you will...

Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

the firm's Probate and Estate Planning operations. Key responsibilities... The paralegal will draft, review, and file necessary legal documents pertinent to probate and estate planning cases. - Updating client... files: Ensuring all client information and case files are current and acc...

Posted On Aug 23, 26
Full-time 4 views Experience : 10-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa
Practice Area:
Insurance Defense - General
Job Tags:
board of directors H-1B Immigration Insurance insurance defense lease Litigation pension renewals trials Visa

Title: Executive Director, Managing Attorney Job Responsibilities: - Manage a team of Directors, Trial Attorneys, and Legal Assistants within a specified state/region. - Identify and implement procedures to enhance productivity and ensure compliance, mitigation, and management of legal risks. - Implement operational metrics, training...

Posted On Sep 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts

finalize documents related to estate planning, probate, family law,... and real estate for attorney review. - Handle... court filings at the state and local levels in California, adhering to county-specific procedures and managing hearing reservations. - Send attorneys reminders for deadlines at...

Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process to create... income distribution, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

Job Title: Estate Attorney Job Responsibilities: - Advise high-net-worth... family offices on comprehensive estate planning strategies, including wealth... transfer, tax planning, and asset protection. - Design... and implement sophisticated estate plans, including trusts, business... succession structures, and generational planning strategies. - Manage and maintain... planning...

Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

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 Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts

coordinating with investment advisors, and preparing trust accountings - Assist with estate planning, including drafting estate... planning documents and maintaining... client files - Prepare legal documents and correspondence, including drafting pleadings, motions, and discovery requests - Assist with legal research and analysis - Commu...

Posted On Jul 20, 26
Full-time 10 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation

court appearances, hold depositions, and manage discovery processes. - Work independently and proactively regarding court and client deadlines. - Assist with Probate, Estate Planning, Conservatorship, and Trust... Administration. - Collaborate with firm members and clients to determine and adjust client goals, gather eviden...

Posted On Aug 11, 26
Full-time 80 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

Law Firm seeks an estate planning lawyer with 3+... a wide range of estate planning matters. Will be... legal documents related to estate planning. Advising clients on... estate planning strategies and developing... personalized plans. Conducting legal research and staying up-to-date...

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