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Estate Planning Jobs in Newtown

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United States
Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable and retirement planning, and tax compliance. - Manage... and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax... engagements. - Collaborate with specialists regarding state and local taxatio...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable and retirement planning, and tax compliance. -... Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax... engagements that exceed client expectations and company profitability thresholds. - A...

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Posted On Sep 18, 26
Full-time Experience : Max 3 yrs required
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare federal... and state & local tax returns. - Develop a general understanding of reporting requirements of different entity structures and the compliance process. - Increase involvement...

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Posted On Aug 20, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates family Insurance Litigation Probate Profit Sharing Taxation trusts Wills

Job Title: Trust & Estate Associate Job Responsibilities: The Trust &... Estate Associate will join the... Private Wealth, Estates & Trusts Practice Group at a law firm. The role involves drafting legal documents such as Last Wills and Testaments, revocable and irrevocable...

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Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software

client matters related to estate planning, administration, Medicaid applications,... and other aspects of estate and elder law practice.... Key duties include: - Utilizing templates to draft legal documents such as deeds, powers of attorney, healthcare directives, wills, and trust instruments. - Drafting...

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Posted On Aug 07, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
depositions Estate Planning evidence pleadings Software trials
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
depositions Estate Planning evidence pleadings Software trials

Title: Law Firm Paralegal Job Responsibilities: The role of a Law Firm Paralegal involves overseeing the general administrative functions within the legal department and supporting attorneys by providing essential clerical and research services. The primary responsibilities include: - Providing clerical support for...

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

Job Title: Experienced Estate Planning and Elder Law... complex asset-protection and Medicaid planning strategies. - Advise clients on... estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills

clients with peace of mind regarding their estate and elder law needs.... The primary responsibilities include: - Drafting planning instruments such as Wills,... Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications...

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Posted On Sep 09, 26
Full-time 2 views
Job Tags:
Elder Law Estate Planning Insurance pleadings Software
Job Tags:
Elder Law Estate Planning Insurance pleadings Software

Title Legal Assistant Job Responsibilities The Legal Assistant provides essential administrative and clerical support to attorneys and paralegals, ensuring the efficient operation of the law firm. Key responsibilities include: - Document Preparation: Drafting, proofreading, and editing legal documents, correspondence, pleadings, and motions. -...

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Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills

their families throughout the estate planning or probate and... Key responsibilities include: - Drafting estate planning documents such as... Wills, Trusts, Powers of Attorney, partnership agreements, and related instruments. The paralegal is expected to tailor these provisions to meet each client’s...

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Posted On Jul 23, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates Insurance Litigation Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Independently handle estate planning and estate administration... files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust process. - Draft trust and estate documents that are tailored......

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Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

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 activitie...

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Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

supporting clients with their estate planning needs and managing... estate and trust administration clients.... design and implement comprehensive estate plans, which include wills,... powers of attorney, and advance medical directives. - Advising clients on estate planning strategies tailored to... thei...

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Posted On Sep 15, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
appeals civil disputes civil litigation commercial litigation depositions equity Estate and Trust Estate Planning estates fiduciary fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate probate litigation trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
appeals civil disputes civil litigation commercial litigation depositions equity Estate and Trust Estate Planning estates fiduciary fiduciary litigation health insurance Litigation LLC Mediation personal injury pleadings Probate probate litigation trusts

sophisticated legal matters primarily focused on litigation within the Trusts & Estates / Probate Litigation practice. Key responsibilities include: - Managing and litigating cases related to will contests, probate disputes, trust and estate litigation, fiduciary-duty and beneficiary... disputes, contested accountings, guardiansh...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: - Serve as a... and executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including strategies such as... GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise... on fiduciary income tax planning and compliance, specifically focusing......

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Estate Attorney

Recruiter • **Members Only** Metuchen, NJ

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Posted On Aug 07, 26
Full-time 14 views Experience : 1-12 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Estate Attorney in Metuchen to... will have experience in estate planning and administration, providing... review wills, trusts, and estate planning clients on... estate planning strategies and tax... clients in probate and estate administration proceedings....

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