Retirement Planning Jobs

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United States
Full-time Experience : Min 3 yrs required

Client Department, focusing on sophisticated legal matters related to high-net-worth trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Demonstrating knowledge... of relevant state and federal tax laws. - Handling domestic estate planning, including succession...

Full-time 1 views Experience : Min 8 yrs required

high-net-worth trust and estate planning and administration. - Demonstrating... state and federal tax laws. - Handling domestic estate planning, which includes succession planning,... lifetime giving, estate and... income taxation issues, charitable giving, and estate planning for retirement assets. -......

Full-time 1 views Experience : 4-6 yrs required

Estate Planning Attorney Job Title Estate Planning Attorney Job... Responsibilities The Estate Planning Attorney will be responsible... for drafting estate planning documents and advising on... trusts. A strong understanding of estate and gift tax law and sophisticated planning structures is essential. The... role...

Full-time Experience : 4-6 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: The Estate Planning... Attorney will be responsible... for drafting estate planning documents and advising on... gift tax law and implementing sophisticated planning structures. - Providing guidance on... global gift and estate tax planning, particularly for m...

Full-time 3 views Experience : Min 4 yrs required

Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in... the Advanced Planning team will engage in... and growth in sophisticated planning strategies. Key responsibilities include: -... and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession,...

Full-time 1 views Experience : Min 5 yrs required

Title: Probate Litigation Attorney Job Responsibilities: - Case Leadership: The attorney will manage high-stakes litigation from intake to final decree/judgment, which includes contested divorces, complex SAPCR cases, and protective orders. This involves taking charge of the entire litigation process and ensuring successful...

Full-time 1 views Experience : Min 10 yrs required

M&A, Real Estate, Estate Planning and Wealth Preservation, Probate,... Construction, Healthcare, and Land Use/Zoning. - Develop and implement legal strategies that align with the client's needs and objectives. - Provide expert legal advice and representation to clients, ensuring adherence to legal stand...

Full-time 1 views Experience : Min 5 yrs required

Title: Probate Litigation Attorney Job Responsibilities: - Case Leadership: Drive high-stakes litigation from intake to final decree/judgment, including contested divorces, complex SAPCR cases, and protective orders. - EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust disputes,...

Full-time 1 views Experience : Min 5 yrs required

Litigation Attorney Job Title: Probate Litigation Attorney Job Responsibilities: - Case Leadership: Drive high-stakes litigation from intake to final decree/judgment, including contested divorces, complex SAPCR cases, and protective orders. - EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust...

Full-time Experience : Max 3 yrs required

Law: Handling cases related to divorce, custody, parenting time, support, motions, negotiations, mediation, and courtroom advocacy. - Estate Planning: Preparing wills, trusts, powers... of attorney, and managing trust funding. - Probate & Trust Administration: Managing decedent estates, probate proceedings, and trust adm...

Full-time 1 views

Title: Attorney Job Responsibilities: - Manage and coordinate a busy caseload: The attorney will be responsible for overseeing a variety of cases simultaneously, ensuring that each case progresses in a timely and efficient manner. - Provide competent and zealous advocacy to clients: The...

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

Title: Attorney - Estate Planning and Probate Job Responsibilities: - Perform... primary focus on estate planning and probate matters. - Draft... legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake, outreach,...

Full-time 1 views

Title Associate Attorney Job Responsibilities The Associate Attorney will be responsible for handling a variety of legal matters within the law firm. The key responsibilities include: - Drafting and reviewing legal documents - Conducting legal research - Preparing memoranda, pleadings,...

Full-time

Job Title: Estate Planning Pro Tem Instructors Job Responsibilities: The... Estate Planning Pro Tem Instructors at... the law school are expected to engage in teaching undergraduate students in a variety of law-related subjects. The instructors will be responsible for delivering a curriculum...

Posted On Sep 08, 26
Full-time Experience : Min 3 yrs required

Job Title: Estate Planning Paralegal - Volunteer Attorney... Program Job Responsibilities: The Estate Planning Paralegal position is a... The paralegal will be instrumental in supporting VAP's estate planning initiative, focusing on assisting... clients with simple wills, healthcare powers of attorney, advance...

Posted On Sep 08, 26
Full-time Experience : Min 3 yrs required

Job Title: Estate Planning Paralegal - Volunteer Attorney... Program Job Responsibilities: The Estate Planning Paralegal will play a... position is primarily responsible for supporting VAP’s estate planning initiative, which aims to... assist program applicants with simple wills, healthcare powers of attorney, adv...

Full-time Experience : Min 7 yrs required

Title: Senior Attorney - Strategic Wealth Advisor Job Responsibilities: - Guide clients through high-level wealth strategies, integrating legal, tax, and investment considerations into a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25...

Full-time 3 views Experience : Min 5 yrs required

Title Program Manager - Goldberg Legal Services Job Responsibilities Program Management and Supervision - Provides leadership for Goldberg Legal Services, ensuring appropriate client coverage, consistent legal practice, and timely resolution of operational and staffing issues. - Manages day-to-day operations of...

Full-time 1 views Experience : Min 5 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Meeting directly... clients to identify estate planning goals, family considerations, asset... tax concerns, and other planning needs. - Designing and implementing... reviewing, and revising estate planning documents. - Handling sophisticated planning... involving business interests, real... estate,...

Full-time 1 views Experience : Min 3 yrs required

lead the Tribal Estate Planning and Legal Access Fellowship... and direct legal service. Key responsibilities include: - Designing and supervising the Tribal Estate Planning and Legal Access Fellowship. -... Collaborating with department faculty, staff, Tribal partners, and students to create a su...

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