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Fiduciary Jobs in Fountain Valley

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United States
Posted On Sep 08, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - General
Job Tags:
acquisitions agreements board of directors closing documents corporate governance corporate transactions directors divestitures due diligence export control fiduciary finance Government Insurance Joint Ventures letters of intent mergers Mergers and Acquisitions NASDAQ refugees Securities Securities Exchange Act of 1934 securities laws
Practice Area:
Corporate - Securities and Capital Markets Corporate - M&A Corporate - General
Job Tags:
acquisitions agreements board of directors closing documents corporate governance corporate transactions directors divestitures due diligence export control fiduciary finance Government Insurance Joint Ventures letters of intent mergers Mergers and Acquisitions NASDAQ refugees Securities Securities Exchange Act of 1934 securities laws

governance matters. - Support the preparation of Board and committee materials, including agendas, resolutions, minutes, written consents, and governance documentation. - Maintain and improve corporate governance policies, procedures, guidelines, committee charters, and related materials. - Advise on fiduciary duties,...

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Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

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Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business Planning About Us We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex...

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Posted On Aug 25, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions equity estates family fiduciary finance Insurance Litigation marketing Media Mediation pleadings Probate trusts
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions equity estates family fiduciary finance Insurance Litigation marketing Media Mediation pleadings Probate trusts

Title: Senior Attorney Job Responsibilities: - Lead Matter Strategy: Diagnose disputes, define objectives, establish case plans, and adapt strategies as the case progresses. - Client Relationships: Serve as a trusted counselor and primary contact for clients facing significant financial...

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Posted On Aug 25, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense Elder Law Probate
Job Tags:
abuse civil litigation Conservatorship depositions document review equity family fiduciary Insurance Litigation marketing Media Mediation pleadings Probate

Title: Attorney - Trust & Estate Litigation Private Wealth Disputes Job Responsibilities: - Develop case strategy by identifying decisive facts, legal theories, discovery priorities, leverage points, and practical paths to resolution. - Draft persuasive work product, including contested petitions, objections,...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management class action Estate and Trust Estate Planning family fiduciary Financial Institutions insurance coverage Intellectual Property IP Labor and Employment Litigation partnerships Patent Probate Securities special projects technology industries trusts wealth transfer Wills

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal provides comprehensive support to attorneys in the Estate Planning and Probate Practice Group at a law firm. Key responsibilities include: - Assisting attorneys in preparing intricate estate planning documents such as wills, revocable...

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Posted On Sep 17, 26
Full-time 86 views Experience : 1-5 yrs required 1 applications
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills

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Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Title: Private Client Services Mid-Level Associate Job Responsibilities: - Engage in estate planning, probate, and trust and estate administration. - Prepare estate and gift tax returns, with a preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. -...

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Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

Title: Estate Planning Attorney Job Responsibilities: - Conduct 30-minute phone consultations with clients to determine appropriate estate planning solutions. - Select the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans...

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Posted On Aug 05, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning health insurance Insurance pleadings Probate Software trusts Wills

Title: Legal Secretary - Estate Planning/Trust Administration Job Responsibilities: - Prepare, review, and finalize various types of legal documents, including correspondence, service agreements, wills, trusts, powers of attorney, advance directives, and deeds. - Coordinate client interviews by scheduling appointments, gathering necessary information, and...

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Posted On Sep 28, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills

Title: Trusts & Estates Associate Attorney Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust...

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Posted On Sep 25, 26
Full-time 19 views Experience : Min 2 yrs required
Practice Area:
Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty
Practice Area:
Litigation - Mergers & Acquisitions/Hostile Takeovers - Defense Litigation - Securities Litigation - Defense
Job Tags:
corporate governance criminal directors emerging companies family Financial Institutions Government hostile takeovers IPO Litigation M&A PCAOB pleadings professional liability Proxy Contests Public Company Accounting Oversight Board Securities Securities Fraud securities litigation stage trials warranty

Title: Associate - Litigation & Trial - Securities and M&A Litigation Job Responsibilities: The associate will be part of the Litigation Department at the law firm, specializing in Securities and M&A Litigation. The role involves representing clients in complex and high-stakes disputes,...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

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Posted On Sep 05, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
employee benefits ERISA Ethics fiduciary duty
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
employee benefits ERISA Ethics fiduciary duty

Title: Associate - Executive Compensation & Benefits Job Responsibilities: The Associate in the Executive Compensation & Benefits Practice Group will be responsible for advising public and private employers on a broad range of employee benefits and ERISA matters. Key responsibilities include: - Administration...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

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Posted On Aug 15, 26
Full-time 102 views Experience : 1-10 yrs required 1 applications
Practice Area:
Probate Estate & Tax Planning Corporate - Contract Law Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Corporate - Contract Law Trusts and Estates - General

Mesa office of a **Members Only.** Top Ranked Law Firm seeks an associate attorney with 1-5 years of experience in estate and/or business law. The candidate will develop and draft foundational estate planning documents, such as living trusts, wills,...

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