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Fiduciary Duty Jobs in Medway

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United States
Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Probate Software trusts
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Probate Software trusts

variety of estate and trust income tax returns. - Input information for fiduciary income tax returns (Form... 1041), gift tax returns (Form 709), and estate tax returns (Form 706). - Communicate with trust and estate beneficiaries regarding distributions. - Produce summaries and accounting...

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Posted On Jul 14, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

the wealth management, trust, fiduciary, investment advisory, and brokerage... businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters impacting trust, fiduciary, brokerage, and investment management... services. - Ensuring regulatory compliance with OCC fiduciary regu...

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Posted On Aug 16, 26
Full-time 3 views Experience : 3-8 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Real Estate - General Real Estate - Leasing Real Estate - Purchase and Sale (Commercial)
Job Tags:
acquisitions agreements asset purchase agreements brokers Commercial Contracts corporate governance due diligence fiduciary investment bankers mergers operating agreements organizational documents partnerships purchase and sale agreements stock purchase agreements trusts

Title: Attorney-Corporate, Transactional & Real Estate Job Responsibilities: The attorney will play a vital role in supporting the partners and clients of the law firm in various corporate, real estate, transactional, contract, entity management, and business matters. The key responsibilities include: - Advising...

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Posted On Jul 14, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills

Title: Research Attorney I - Norfolk Probate & Family Court Job Responsibilities: - Conducts legal research and drafts memoranda, decisions, and orders for assigned judge(s). - Consults with judge(s) on legal issues. - May oversee and train law clerks and judicial interns. - Researches and...

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Posted On Aug 11, 26
Full-time Experience : Min 15 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset management contracts ERISA family fiduciary FINRA Investment Advisers Act of 1940 Mutual Funds securities laws wealth management
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
asset management contracts ERISA family fiduciary FINRA Investment Advisers Act of 1940 Mutual Funds securities laws wealth management

Title: Senior Associate General Counsel Job Responsibilities: The Senior Associate General Counsel will support multiple business lines within the company, focusing primarily on retirement plans. The key job responsibilities include acting as the primary legal counsel in the subject matter of asset...

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Posted On Jul 17, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Elder Law Trusts and Estates - General
Job Tags:
family Probate
Practice Area:
Probate Elder Law Trusts and Estates - General
Job Tags:
family Probate

Title: Part-Time Attorney – Probate Administration & MassHealth Applications Job Responsibilities: - Handle probate administration matters from initiation through completion. This involves managing the entire process of probate, ensuring that all legal requirements are met, and that the estate is administered in...

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Posted On Jul 23, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax Probate trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax Probate trusts

Title: Estate Administration Attorney Job Responsibilities: - Independently manage estate administration, probate, and trust settlement cases from start to finish. - Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns. - Prepare, review, and submit necessary probate forms...

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Posted On Sep 22, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
civil litigation depositions document review Estate and Trust estates fiduciary fiduciary duty Genetics Harassment Litigation Mediation pleadings Probate trusts trusts and estates litigation Wills
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
civil litigation depositions document review Estate and Trust estates fiduciary fiduciary duty Genetics Harassment Litigation Mediation pleadings Probate trusts trusts and estates litigation Wills

and trust disputes. The attorney will handle matters such as will and trust contests, breach of fiduciary duty claims, fiduciary removal,... surcharge, and other contested matters affecting charitable gifts and beneficiary interests. Key responsibilities include: - Drafting and reviewing pleadings, motion...

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Posted On Jul 15, 26
Full-time Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced estate planning attorney to join their team in Norwood, MA. The ideal candidate will have over five years of experience in estate planning, tax strategy, and trust administration, and will be committed to building...

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