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Estate Planning Jobs in Santa Monica

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United States
Posted On Aug 30, 26
Full-time 9 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate- Commercial Transactions Real Estate - Development/ Dirt law Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning
Practice Area:
Real Estate - General Real Estate- Commercial Transactions Real Estate - Development/ Dirt law Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions Americans with Disabilities Act Capital Markets commercial real estate construction developers due diligence equity Harassment Insurance insurance coverage lease leasing Litigation M&A private equity purchase and sale agreements REITs title Women zoning

Title Mid-Level Commercial Real Estate Associate – US Job... Responsibilities As a Mid-Level Commercial Real Estate Associate, you will be... entrusted with critical responsibilities that involve advising a diverse clientele, including array of commercial real estate issues. Your key responsibilities......

Posted On Jul 17, 26
Full-time 4 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance pleadings Probate second chair trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance pleadings Probate second chair trusts Wills

legal education within the Trusts & Estates practice area. - Draft Estate Planning documents such as... Trusts, Wills, and Powers of Attorney. - Serve as "second chair" in Probates, Trust Administration, and Conservatorships. - Gradually assume more responsibilities and work independently on task...

Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Tax - General
Job Tags:
contracts depositions Employment Law equity Estate Planning Litigation
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Tax - General
Job Tags:
contracts depositions Employment Law equity Estate Planning Litigation

and other advanced tax planning concepts. While experience with... a large firm is advantageous, it is not a requirement for this position. The ideal candidate will have a strong background in these areas and be ready to apply their expertise...

Posted On Jul 28, 26
Part-time 1 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Tax - General Tax - Controversy and Dispute Resolution
Job Tags:
contracts depositions Employment Law equity Estate Planning Litigation
Practice Area:
Tax - Private Client Services Tax - M&A and Transactions Tax - General Tax - Controversy and Dispute Resolution
Job Tags:
contracts depositions Employment Law equity Estate Planning Litigation

Responsibilities: - Advise clients on estate planning strategies to minimize... tax liabilities and ensure proper asset transfer. - Conduct comprehensive legal research to interpret current tax laws and regulations. - Draft detailed contracts, legal motions, and other documentation related to tax disputes and...

Posted On Sep 14, 26
Full-time 29 views Experience : Min 5 yrs required
Job Tags:
equity life sciences private equity
Job Tags:
equity life sciences private equity

note that we do not accept applications from legal placement agencies unless we have an executed, signed agreement with the agency for this specific role. Attorney Development Manager: Technology - $170,000 - $185,000 The Attorney Development Manager for...

Posted On Sep 14, 26
Full-time 1 views Experience : 2-7 yrs required
Job Tags:
Capital Markets children Energy Insurance M&A marketing
Job Tags:
Capital Markets children Energy Insurance M&A marketing

submission process for legal directories and rankings, ensuring the practice’s expertise is represented accurately. - Market & Competitive Intelligence: Lead the research and documentation of baseline market perceptions and competitor practice activities to inform strategic planning at the partner level. -... GTM...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets children Energy Insurance M&A marketing
Job Tags:
Capital Markets children Energy Insurance M&A marketing

Title: Business Marketing Manager - M&A, PE, Capital Markets Job Responsibilities: The Business Marketing Manager - M&A, PE, Capital Markets is a crucial role within the Marketing and Client Development team at the law firm. This position is embedded in the Business...

Posted On Aug 20, 26
Full-time Experience : Min 8 yrs required
Job Tags:
banking Capital Markets child Insurance Investment Banking Life Science life sciences Litigation M&A performer private equity regulatory compliance title
Job Tags:
banking Capital Markets child Insurance Investment Banking Life Science life sciences Litigation M&A performer private equity regulatory compliance title

Sr. Manager, Client Development, Strategic Relationships Job Responsibilities: - Partner with the Strategic Relationship Lead and client team leaders to drive strategic account plan development and execution. This includes leading business development initiatives, client engagement strategies, events, and relationship management efforts. - Enable...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
agreements artificial intelligence Computer Science consumer credit criminal information technology Insurance Partnership Privacy Visa
Job Tags:
agreements artificial intelligence Computer Science consumer credit criminal information technology Insurance Partnership Privacy Visa

models, principles, and technology standards. They will guide these through the Enterprise Architecture Review Board (ARB) governance and gate process. - Microsoft Modernization: The role involves modernizing the legacy Microsoft estate, including Active Directory, Group... Policy, DNS/DHCP, Windows Server, file services,...

Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -... Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

Posted On Jul 14, 26
Full-time 1 views Experience : Min 1 yrs required
Job Tags:
Corporation Estate Planning Probate tenants trusts Wills
Job Tags:
Corporation Estate Planning Probate tenants trusts Wills

Title: Receptionist/Legal Assistant Job Responsibilities: - Assist in managing schedules for attorneys - Answer incoming phone calls - Send and receive legal documents - Order supplies for the office, including firm supplies and stocking the breakroom - Perform general legal assistant duties on an as-needed basis -...

Posted On Aug 10, 26
Full-time 1 views Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The... Private Banker manages overall relationship profitability and portfolio risk and i...

Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Immigration - General Business Immigration
Job Tags:
Energy Environmental Law Estate Planning Family Law Immigration Litigation Patent Personal Injury Law pleadings
Practice Area:
Immigration - General Business Immigration
Job Tags:
Energy Environmental Law Estate Planning Family Law Immigration Litigation Patent Personal Injury Law pleadings

Summary We are seeking a motivated and detail-oriented Associate Immigration Attorney to join our dynamic legal team at the law firm. In this role, you will assist in managing a diverse caseload of immigration matters, providing expert legal guidance to clients...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including... federal,...

Posted On Sep 14, 26
Full-time Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

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...

Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... tax issues including compliance, advising, planning, and controversies. - Engage with... multi-state companies on state and local tax controversies, which involves preparing clients for discussions with auditors, representing the client at hearings...

Posted On Aug 10, 26
Contract, Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law Litigation Personal Injury Law pleadings Software
Practice Area:
Litigation - General (consumer)
Job Tags:
civil litigation document review Environmental Law Estate Planning Family Law Litigation Personal Injury Law pleadings Software

Title: Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation, including case preparation, discovery, trial support, and post-trial procedures. - Conduct comprehensive legal research using Westlaw, LexisNexis, and other legal research tools to support case strategies. - Manage and organize case...

Posted On Jun 17, 26
Full-time 28 views
Job Tags:
civil litigation Estate Planning Software
Job Tags:
civil litigation Estate Planning Software

various legal matters including estate planning, estate administration, civil... and business and real estate issues. The specific duties... and responsibilities for this role will be tailored to align with the experience and skill set of the candidate. The paralegal will...

Posted On Jul 01, 26
Full-time 4 views
Job Tags:
civil litigation contracts Estate Planning health insurance Insurance Litigation pleadings Probate Software trusts Wills
Job Tags:
civil litigation contracts Estate Planning health insurance Insurance Litigation pleadings Probate Software trusts Wills

matter files. This includes working across business, estate planning, and litigation matters. -... Case and File Management: Efficiently manage caseloads under attorney supervision, ensuring all deadlines are met and documents are accurately maintained. - Client Communication: Act as a point of...

Posted On Jul 20, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

& Estates practice. The role involves working closely with senior attorneys to develop expertise in Estate Planning, Probate, Trust Administration,... and closely with clients to explain legal concepts and provide Estate Planning documents, including Trusts,... Wills, and Powers...

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