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Fiduciary Jobs in Ozone Park

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United States
Posted On Aug 05, 26
Full-time 2 views Experience : 6-2 yrs required
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software

Title: Legal Assistant Job Responsibilities: - Manage all front-desk interactions with professionalism and courtesy. - Answer phones promptly, directing calls appropriately and taking detailed messages. - Manage legal case files and documents using document management systems. - Assist with legal drafting, proofreading, and document review. -...

Posted On Aug 06, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

Posted On Jun 24, 26
Full-time 33 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal title

Unified Court System of the State of New York is currently seeking qualified candidates for the position of Court Attorney in the **Members Only.**. This is a non-competitive and confidential position with a base salary of $82,198 plus...

Posted On Aug 11, 26
Full-time Experience : Min 23 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills

Attorney – Trusts & Estates Full-Time Position About the Practice The law firm is a growing trusts and estates practice that emphasizes high-quality representation in estate planning, probate, estate administration, trust administration, and contested Surrogate’s Court matters. The firm is...

Posted On Sep 01, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal document review Estate Planning estates gift tax partnerships trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal document review Estate Planning estates gift tax partnerships trusts

Title: Senior Estate Planning Paralegal Job Responsibilities: - Collaborate closely with senior estate-planning attorneys on complex estate, gift, and GST tax planning matters. - Review and refine sophisticated estate-planning documents based on attorney instructions. - Coordinate multi-step planning transactions involving trusts, LLCs, partnerships, assignments,...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

Posted On Jul 03, 26
Full-time 2 views Experience : Min 12 yrs required
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws

Director, Management, and the Board of Directors. - Provide strategic counsel on legal and regulatory matters, corporate governance, fiduciary duties, and policy matters. ... - Ensure compliance with laws governing tax-exempt organizations, including lobbying and privacy regulations. - Coordinate and execu...

Posted On Jul 03, 26
Full-time 3 views Experience : Min 12 yrs required
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws

and Board of Directors. - Provide strategic counsel on a wide range of legal and regulatory matters, corporate governance, fiduciary duties, and policy issues. ... - Ensure compliance with all relevant laws governing tax-exempt organizations, including city, state, and federal reg...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills

the Position Our established boutique law firm is dedicated to assisting clients in growing their businesses, safeguarding their assets, and planning for the future. We are currently seeking an organized and dependable Legal Assistant to join our team, specifically to support...

Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

Posted On Sep 05, 26
Full-time 45 views Experience : 5-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax Human Rights Law insurance coverage pension Privacy private client Probate Software title trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax Human Rights Law insurance coverage pension Privacy private client Probate Software title trusts

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...

Posted On Jul 14, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills

Title: Associate - Trusts & Estates / Private Client Practice Job Responsibilities: - Advising high-net-worth individuals, multigenerational families, family offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable...

Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - 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:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - 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

Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage... businesses. - Interpretation and application of fiduciary principles and duties. -... Advising on advisory and brokerage service models and rela...

Posted On Aug 11, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
artificial intelligence asbestos estates family fiduciary Insurance Litigation Medicare personal injury Probate trusts Wills Wrongful Death
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
artificial intelligence asbestos estates family fiduciary Insurance Litigation Medicare personal injury Probate trusts Wills Wrongful Death

Title: Asbestos Estates Attorney Job Responsibilities: The Asbestos Estates Attorney is tasked with managing all legal and administrative estate matters related to personal injury, wrongful death, asbestos, and settlement cases involving deceased clients, claimants, beneficiaries, or distributees. This role involves a combination...

Posted On Aug 11, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills

Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare initial drafts of wills, revocable trusts, powers of attorney, health care documents, amendments, assignments, certifications of trust, and related documents using drafting software. - Review estate-planning questionnaires, asset information, beneficiary designations, and existing documents...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, Operations, and other stakeholders to ensure effective trust administration. - Collaborate with the Market Trust Director, Trust Officers,...

Posted On Jun 23, 26
Full-time 10 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer

Title: Private Clients Attorney (International Estate Planning) Job Responsibilities: - Advising high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with a strong emphasis on international tax and cross-border...

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Posted On Aug 12, 26
Full-time 159 views Experience : Max 10 yrs required
Practice Area:
Corporate - M&A Probate Estate & Tax Planning Real Estate- Commercial Transactions Real Estate - Leasing Franchise Law Corporate - Contract Law Trusts and Estates - General
Practice Area:
Corporate - M&A Probate Estate & Tax Planning Real Estate- Commercial Transactions Real Estate - Leasing Franchise Law Corporate - Contract Law Trusts and Estates - General

office of our client seeks attorney. The candidate will draft, review, negotiate, revise, and close commercial contracts, including international trade agreements, commercial and residential leases, joint venture agreements, license agreements, etc. Will represent clients in commercial transactions, including real estate...

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