Fiduciary Jobs in New Albany

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Full-time 1 views Experience : Min 6 yrs required

Title: Counsel - Management Liability & Specialty Lines Job Responsibilities: - Provide dedicated legal support for complex specialty insurance lines including D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political Risk. - Draft, review, and negotiate policy forms...

Full-time 1 views

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

Full-time 6 views Experience : 1-5 yrs required

Title: Associate Attorney Job Responsibilities: - Associates in this role will work closely with experienced litigators on high-stakes securities and corporate governance matters. - Drafting pleadings, briefs, motions, discovery requests, and legal memoranda. - Conducting legal research and factual investigations. - Analyzing securities filings, corporate...

Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law firm, a global law firm with over 900 attorneys across the . and around the globe, provides innovative solutions to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The Philadelphia...

Full-time 1 views Experience : Min 8 yrs required

$75M, including various trusts and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer and dynasty trust structures. - Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax planning,... and...

Full-time 1 views Experience : Min 8 yrs required

Title: Trusts & Estates Counsel Job Responsibilities: - Design and implement advanced estate plans for clients with taxable estates exceeding $75 million, including various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on...

Posted On Sep 11, 26
Full-time 2 views

estates and trusts. - Post account information to a fiduciary accounting program. - Maintain financial... records for fiduciary accounting and tax preparation. -... Prepare fiduciary accountings. - Prepare probate documents... and related papers. - Identify, gather, and arrange valuation of a decedent’s assets. - Perform task...

Posted On Jul 28, 26
Full-time 3 views Experience : Min 4 yrs required

probate, identification and collection of assets and debts. - Prepare and file federal and state death tax returns, fiduciary income tax returns, and... estate and trust accountings. - Draft and manage nonjudicial settlement agreements. - Track estate deadlines to ensure efficient administration. - C...

Posted On Sep 14, 26
Full-time 2 views Experience : 2-5 yrs required

Title: Paralegal - Estate/Trust Administrator Job Responsibilities: - Assist with the administration of estates and trusts, including the preparation of probate petitions and related court filings, and the collection and valuation of assets. This is done with the instruction and guidance of...

Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trusts and Estates Paralegal Job Responsibilities: - Serve as the lead contact for personal representatives of estates and trusts, beneficiaries, financial advisors, and accountants. - Collaborate with financial advisors and others to maintain accurate financial records. - Manage day-to-day aspects of estate administration,...

Full-time 2 views Experience : Min 6 yrs required

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries, and...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only.** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...

Full-time 12 views Experience : Min 7 yrs required

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to...

Full-time 8 views Experience : 1-3 yrs required

Title: Orphans' Court Litigation Attorney Job Responsibilities: - Represent clients in Orphans’ Court proceedings, which involve estate disputes, guardianships, and trust administration. - Provide legal counsel and strategic advice to clients dealing with complex estate, trust, and guardianship issues. - Draft and review various...

Full-time 24 views Experience : 2-17 yrs required

Title: Associate Attorney (Estate Planning, Estate/Trust Administration & Probate Litigation)Job Overview: A respected law firm based in Moorestown, NJ, is seeking a seasoned Associate Attorney with specialized experience in estate planning, trust and estate administration, and probate litigation. This mid- to...

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