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Fiduciary Jobs in San Leandro

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United States
Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans. - Assist individual and business clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Deliver high-quality, personalized service with...

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Posted On Sep 09, 26
Full-time 17 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Title: Private Wealth Associate Job Responsibilities: The Private Wealth Associate will be responsible for: - Engaging in sophisticated estate planning and drafting - Managing trust and estate administration - Handling estate and gift tax matters - Conducting charitable planning -...

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Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

Title: Associate Attorney - Trusts & Estates Job Responsibilities: The Associate Attorney for the Trusts & Estates practice group at the law firm will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust...

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Posted On Jul 28, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: The Trusts & Estates Associate Attorney will be an integral part of the Trusts & Estates practice group within the law firm. This role involves managing a variety of responsibilities, including but not limited...

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Posted On Sep 24, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Insurance Litigation pleadings Probate trials trusts and estates litigation
Practice Area:
Guardianship and Conservatorship Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Insurance Litigation pleadings Probate trials trusts and estates litigation

such as undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - Handle petitions for instructions and accountings, as well as spousal property petitions. - Conduct elder abuse actions, both financial and phy...

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Posted On Jun 29, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts trusts and estates litigation
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts trusts and estates litigation

of capacity, and fraud - Breach of fiduciary duty claims against trustees,... executors, and conservators - Petitions for instructions and accountings - Spousal property petitions - Elder abuse actions, both financial and physical - Conser...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts
Practice Area:
Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse Case Law Conservatorship depositions estates fraud Litigation pleadings Probate trials trusts

and trust contests, including issues of undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - File petitions for instructions and accountings. - Manage spousal property petitions. - Pursue elder abuse actions, both financi...

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Posted On Aug 03, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - General
Job Tags:
employee benefits Employment Contracts Employment Law Estate Planning estates Harassment Labor and Employment Litigation Partnership Probate trusts wage and hour

Title: Employment Associate Attorney Job Responsibilities: The Employment Associate Attorney will be part of the Employment practice group at a growing law firm. This role involves representing both companies and individuals in litigation related to human resources management, employment contracts, and employee...

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Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour

Title: Associate Director of Benefits & Payroll Job Responsibilities: The Associate Director of Benefits & Payroll at the law firm serves as a senior expert in employee benefits, payroll, retirement, and well-being programs. This role is crucial for providing operational leadership, technical...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Nonprofit / Charities Law Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
board of directors bylaws contracts Employment Law equity fiduciary finance Government health benefits Insurance Labor Relations Litigation lobbying partnerships professional liability
Practice Area:
Nonprofit / Charities Law Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
board of directors bylaws contracts Employment Law equity fiduciary finance Government health benefits Insurance Labor Relations Litigation lobbying partnerships professional liability

Title General Counsel Job Responsibilities Strategic Leadership and Counsel - Serve as the primary legal advisor to the CEO, Board of Directors, Human Resources, Finance, and leadership team. - Provide practical legal advice to support organizational goals and strategic initiatives. - Identify legal, regulatory, and operational...

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Posted On Aug 24, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
domestic relations equity ERISA fiduciary HSR LLC mergers pension Retirement Planning
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
domestic relations equity ERISA fiduciary HSR LLC mergers pension Retirement Planning

Title: ERISA Attorney Job Responsibilities: - Plan Document Management: - Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans. - Prepare plan restatements, amendments, board resolutions, and adoption agreement updates. - Maintain and update summary plan...

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Posted On Sep 16, 26
Full-time 21 views Experience : 8-8 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Title Tax Director, Private Client Advisors Job Responsibilities - Perform technical reviews of tax returns for high-net-worth individuals, primarily focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

of complex high-net-worth individual, fiduciary, gift and estate, and... other tax returns, ensuring accuracy and alignment with strategic planning. - Conducting advanced tax research and drafting technical memoranda to address complex issues. - Designing and implementing tax planning strategies that optimize wealth...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Employee Benefits Tax Energy fiduciary Partnership Taxation
Job Tags:
Employee Benefits Tax Energy fiduciary Partnership Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Reviewing annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base. - Reviewing relevant state income tax returns and annual state charitable registration forms....

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Posted On Sep 18, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estates pleadings Taxation trusts

Title: Attorney - Trusts & Estates Job Responsibilities: - Assist senior attorneys in the administration of trusts and estates. - Draft administrative documents and legal pleadings related to estate planning. - Liaise with clients to provide updates on the status of their legal matters. -...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

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Posted On Jul 15, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Jul 28, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Defense Trusts and Estates - General

OverviewA law firm seeks a Trusts and Estates Associate Attorney for its Oakland, CA office. This role involves engaging with a diverse client base, including high-net-worth individuals and fiduciaries, in complex trust and estate matters. The position offers a path...

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