Estate Planning Jobs in Pleasant Ridge

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

diverse practice areas, including estate planning, family law, employment... law, personal injury, and more. - Evaluate client eligibility and determine appropriate next steps based on detailed procedural and substantive legal knowledge. - Gather comprehensive case information, including relevant documentation and factual details...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Experienced Civil Defense Litigation Legal Secretary Job Responsibilities: - Provide comprehensive secretarial and administrative support to civil litigation attorneys - Prepare, revise, format, proofread, and finalize pleadings, motions, discovery, correspondence, and other litigation documents - File and e-file documents in state and federal...

Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

Posted On Sep 14, 26
Full-time 35 views Experience : Min 6 yrs required

Title: Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

Posted On Sep 14, 26
Full-time 18 views Experience : Min 6 yrs required

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...

Full-time Experience : 3-10 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: The primary... responsibility of the Estate Planning Attorney is to... develop and manage an estate planning and probate practice... the existing base of estate planning clients and ongoing... work. Additionally, the attorney should be proactive...

Posted On Sep 17, 26
Full-time 149 views Experience : Min 3 yrs required

Estate Planning And Business Transactional... The candidate should have 3+ years of private practice experience in estate planning for taxable and... non-taxable estates as well as business and real estate transactions. . in taxation... or a CPA license is preferred....

Posted On Sep 11, 26
Full-time 2 views Experience : 3-5 yrs required

Number: ADMIN001674 Job Responsibilities: Estate Planning and Tax: - Assist... organizing, assembling, and filing estate planning, trust, probate, and... tax-related... legal documents. - Prepare, assemble, copy, scan, bind, and distribute client tax returns, IRS filings, and other tax-related documents throughout...

Full-time 2 views Experience : Min 10 yrs required

Attorney/Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and minimizing tax... liabilities through strategies such as gift and estate tax planning. - Handling the... probate process, including court proceedings, asset valuation, debt settlement, and...

Full-time 1 views Experience : 7-10 yrs required

Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and minimizing tax... liabilities through strategies such as gift and estate tax planning. - Handling the... probate process, including court proceedings, asset valuation, debt settlement, and...

Posted On Sep 11, 26
Full-time Experience : 1-2 yrs required

legal tech landscape, evaluating tools, and making informed recommendations on adoption, piloting, or deprioritization. - Assess AI and technology solutions through a transactional lens, focusing on M&A and real estate workflows, including due diligence,... contract analysis, deal management, and closing proces...

Full-time Experience : 7-10 yrs required

Partner Job Responsibilities: - Developing comprehensive estate plans tailored to clients'... the tax implications of estate planning and the ability... to minimize tax liabilities for clients through strategies like gift and estate tax planning. - Handling the... probate process, including court proceedings, asset...

Posted On Aug 09, 26
Full-time 2 views Experience : 2-8 yrs required

OverviewA law firm seeks a Tax Associate to join their a strong background in estate, gift, and income tax... planning for high-net-worth clients... wealth transfer and charitable planning estate tax projections... and review... estate and gift tax ......

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