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Revocable Trust Jobs in Southampton

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United States
Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Job Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth... income taxation, charitable giving, trust administration, wealth transfer, and... their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping... trusts, ILITs, G...

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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

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 meet specific family needs and go beyond standard templates. - Navigate and...

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Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

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Posted On Jul 30, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and...

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Posted On Aug 17, 26
Full-time 8 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a senior-level Trusts and Estates attorney with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than basic estate planning, focusing on complex tax mitigation and business...

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