Estate Planning Jobs in Mechanicsville

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United States
Full-time 2 views Experience : 1-4 yrs required

experienced practitioners on sophisticated matters for high-net-worth individuals, families, closely held businesses, and charitable organizations. The role involves advising clients on a full spectrum of estate planning, trust and estate... administration, business succession planning,... and fiduciary matters. Additionally,... the associ...

Full-time Experience : 2-6 yrs required

with senior trusts and estate attorneys. The primary responsibilities... ultra-high net worth clients on complex trust and estate planning. - Advising on wealth... transfer tax planning, business succession planning, and... income tax planning for individuals and businesses. -... Engaging in fiduciary liti...

Full-time

Associate - Commercial Real Estate Practice Job Responsibilities: As an entry-level... in the Commercial Real Estate Practice at the law... property owners across Virginia. Your responsibilities will include: - Conducting due diligence for commercial real estate transactions and development projects. -... Drafting and re...

Full-time 47 views Experience : Min 2 yrs required

Associate Attorney - Estate Planning and Administration -... Richmond, Virginia Salary: Commensurate with experience Department: Trusts, Estates, and Tax Practice Experience: Minimum of 2 years in estate planning, estate administration, and... trust administration required Overview: **Members Only,** is seeking a...

Posted On Sep 21, 26
Full-time 3 views Experience : 6-6 yrs required

Title: Advice and Financial Planning Wealth Management Analyst Job Responsibilities: -... team in delivering advanced planning advice to High and... Ultra-High Net Worth clients and prospects. - Engage in activities to enhance the overall planning group, including contributing to... the group's expertise, educating...

Posted On Jul 22, 26
Full-time 1 views Experience : 3-5 yrs required

Certified Paralegal Job Responsibilities: - Drafting estate planning documents, trust administration,... legal professionals to solve problems related to estate planning, probate, and administration. -... Utilizing excellent communication skills to interact with clients and colleagues effectively. - Maintaining strong organizational ability to manage multiple tasks...

Posted On Aug 04, 26
Full-time 1 views

a fast-growing family and estate planning law firm with... offices across Virginia, Florida, South Carolina, and Texas. Named one of the 500 fastest-growing law firms in the United States and recognized by Super Lawyers, the firm has built its reputation...

Full-time 9 views Experience : Min 3 yrs required

comprehensive oversight and strategic planning. - Develop and execute legal... strategies based on thorough factual investigation and legal analysis tailored to each case. - Maintain substantive communications with courts, administrative agencies, clients, financial institutions, and opposing counsel to ensure clarity and prog...

Posted On Sep 30, 26
Full-time 1 views 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 Sep 30, 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 Sep 30, 26
Full-time 1 views Experience : Min 8 yrs required

Services Tax - Real Estate Director Job Responsibilities: - Advising clients... on local and international tax affairs to optimize business impact. - Managing tax compliance and structuring for financial services clients in asset and wealth management. - Analyzing and addressing operational tax risks and...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required

Knowledge Management Attorney (Real Estate) Job Responsibilities: The Knowledge Management (KM)... Attorney for the Real Estate department is tasked with... resources for the assigned practice areas, such as Construction, Multifamily Housing (MFH), Public Finance, and Real Estate practice groups. Key responsibilities... include: -...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

known as the Financial Planning Strategist, is responsible for... delivering sophisticated financial and estate planning solutions to high-net-worth... clients,... involves partnering closely with Wealth Advisors and collaborating with internal specialists and external Centers of Influence to provide holistic planning guidan...

Posted On Sep 21, 26
Full-time 6 views Experience : 5-10 yrs required

including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial and estate planning strategies and can... interpret legal and fiduciary documents to deliv...

Full-time Experience : 2-8 yrs required

their team specializing in estate planning and administration. This... work alongside experienced attorneys in a supportive environment, focusing on client relationships and professional attorneys in delivering comprehensive trust and estate planning legal documents... and assist with client signings....

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