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Estate Planning Jobs in Fremont

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United States
Posted On Aug 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate trusts

LEGAL ASSISTANT – ESTATE PLANNING & TRUST ADMINISTRATION ABOUT... Assistant to support our estate planning and trust administration... practice. We are looking for someone who takes ownership of their work, communicates professionally with clients, and thrives in a fast-paced, high-standard legal...

Posted On Aug 11, 26
Full-time Experience : 2-20 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Employment Law Estate Planning family Family Law health insurance Insurance personal injury

Overview Law firm is a distinguished law firm renowned for delivering exceptional legal services across the state. With over 25 years of experience, founding attorney Akiva Goldman has built a reputation as a stellar trial lawyer dedicated to client advocacy and...

Posted On Jun 19, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Job Title: Estate and Succession Planning Attorney Job... general duties associated with estate and succession planning, including... legal documents related to estate planning, estate and gift... tax, and business succession planning. - Support partner-level attorneys within... the law firm. - Meet with clients...

Posted On Aug 03, 26
Full-time 6 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Job Title: Estate and Succession Planning Associate Job... irrevocable trusts, and business planning documents. - Advise clients on... estate, gift, GST tax, and... matters, focusing primarily on estate and tax planning for... mid to high-net-worth... individuals and families, as well as transfer...

Posted On Aug 05, 26
Full-time
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family finance Probate trusts Wills

law firm specializing in estate planning, business planning, probate,... lasting relationships with clients. Attorneys at the firm collaborate closely with individuals and families to understand their goals and devise thoughtful planning solutions. They also work... alongside clients' financial advisors, account...

Posted On Jul 22, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Elder Law Trusts and Estates - General
Job Tags:
Medicaid
Practice Area:
Elder Law Trusts and Estates - General
Job Tags:
Medicaid

Job Title: Senior Medicaid Planning Specialist Job Responsibilities: - Manage Medicaid... planning and Medicaid application matters... experience throughout the Medicaid planning process. - Provide compassionate guidance... to clients during emotionally challenging times. - Combine technical knowledge with empathy to effectively communicate with clients. - Commit...

Posted On Jul 08, 26
Full-time 1 views Experience : 7-10 yrs required
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management

management services. The core duties include serving as the primary point of contact for wealth management clients, which involves directly developing and implementing strategies to address their financial, investment, insurance, tax, and estate planning needs. This role... necessitates the crea...

Posted On Jul 15, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Health Care - General Litigation - Health Care - Defense
Job Tags:
civil litigation criminal depositions Estate Planning family Health Care Law health insurance indemnity Insurance Medical Malpractice personal injury
Practice Area:
Health Care - General Litigation - Health Care - Defense
Job Tags:
civil litigation criminal depositions Estate Planning family Health Care Law health insurance indemnity Insurance Medical Malpractice personal injury

Title: Legal Assistant Job Responsibilities: The Legal Assistant at the law firm will be responsible for a variety of tasks to support the legal team, specifically within the healthcare law sector. Key responsibilities include: - Managing federal e-filing processes to ensure timely and...

Posted On Sep 17, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. Responsibilities include participating in tax and consulting engagements, identifying and addressing...

Posted On Sep 15, 26
Full-time 6 views Experience : 5-10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements to identify and address client needs, as well as tax planning and consulting opportunities. -... Working d...

Posted On Sep 01, 26
Full-time 1 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 st...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 7 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) practice is tasked with leveraging their educational and professional background, alongside their communication, time management, leadership, technical, business development, and interpersonal skills, to...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Managing Director, Private Client Services Job Responsibilities: The Tax Managing Director in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role is pivotal within the office/region leadership...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. The role involves a high touch approach to serve individuals...

Posted On Sep 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Litigation - Commercial Litigation - General (consumer)
Job Tags:
Agriculture Case Law civil litigation depositions Environmental Law Estate Planning family Family Law general litigation Insurance Litigation personal injury Probate trials
Practice Area:
Litigation - Commercial Litigation - General (consumer)
Job Tags:
Agriculture Case Law civil litigation depositions Environmental Law Estate Planning family Family Law general litigation Insurance Litigation personal injury Probate trials

Title: Civil Litigation Attorney Job Responsibilities: - Meet with potential clients and clients to understand their legal needs and effectively explain legal issues, goals, and potential outcomes. - Manage personal caseload with staff support. - Research case law and statutes relevant to the matter. -...

Posted On Aug 11, 26
Full-time 54 views Experience : 3-20 yrs required
Practice Area:
Tax - Private Client Services Trusts and Estates
Practice Area:
Tax - Private Client Services Trusts and Estates

is seeking an experienced Estate Planning Associate Attorney to... a strong background in estate planning, tax matters, and... involves advising clients on estate plans drafting legal documents,... and requires exceptional communication, organizational, and research skills. Prior connections in the financial...

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