Trusts And Estates General Jobs in Anaheim Hills

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Full-time 2 views Experience : 4-6 yrs required

and income tax planning strategies, including wealth-transfer structuring, business succession planning, and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift trusts, and... advanced transfer instruments, including GRATs, IDGTs, and SLATs. Manage trust administration matters for high-net-worth...

Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

Posted On Sep 02, 26
Full-time 2 views

Title Part Time Paralegal Job Responsibilities The Part Time Paralegal at the law firm will be responsible for a variety of tasks essential to the firm's Probate and Estate Planning operations. Key responsibilities include: - Preparing and filing legal pleadings: The paralegal will draft,...

Full-time 7 views Experience : 10-15 yrs required

transfer, tax planning, and asset protection. - Design and implement sophisticated estate plans, including trusts, business succession structures, and... generational planning strategies. - Manage and maintain strong client relationships, serving as a trusted advisor on complex and evolving planning needs. - Lead a...

Posted On Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys with trust administration, including managing and tracking trust assets, coordinating with investment advisors, and preparing trust accountings - Assist with estate planning, including drafting estate planning documents and maintaining client files - Prepare legal documents and correspondence, including...

Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel (Hybrid) Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals,...

Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

Full-time 48 views Experience : Min 3 yrs required

Planning Lawyer – Join a Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada H2: Join a Leading Law Firm and Make a Difference in Clients’ Lives Are you a talented and experienced...

Full-time 82 views Experience : Min 3 yrs required

Planning Lawyer Are you a talented and experienced Estate Planning Lawyer in Nevada looking for a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and skilled professional to join our team as...

Full-time Experience : 3-10 yrs required

to meet the client’s expressed objectives and make recommendations to fulfill those objectives, including advising on the appropriate type of trust(s). - Draft estate planning documents, including wills, various types of trusts, and ancillary documents. - Explain... complex legal concepts and provisi...

Full-time Experience : Min 3 yrs required

clients' objectives and make recommendations, including advising on suitable types of trusts. - Draft estate planning documents... such as wills, various trusts, and ancillary documents. - Explain... complex legal concepts and all provisions of the estate plan to clients in a clear...

Full-time Experience : Min 3 yrs required

fiduciaries in trust and probate matters. - Analyze wills, revocable trusts, irrevocable trusts, powers of... attorney, beneficiary designations, and other estate planning documents. - Advise clients regarding fiduciary duties, notices, accounting, creditor claims, tax issues, distributions, and potential conflicts. - Prepare and re...

Full-time 18 views

Provide tailored legal advice and solutions. - Develop and implement tax strategies to minimize clients’ tax liabilities, including income, estate, and gift taxes. - Draft and review revocable trusts, irrevocable trusts, wills, deeds,... and powers of attorney, particularly for high net-worth client...

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

Title: Associate Attorney - Trusts and Estates Litigation Company: law... specializing in estate planning, trusts, probate, and conservatorships, including... both administration and litigation. The mission is to provide comprehensive legal solutions tailored to meet the individual needs of clients, ensuring their...

Full-time 48 views Experience : Min 10 yrs required

Job Title: Senior Trusts & Estates Attorney Job Responsibilities: The... Senior Trusts & Estates Attorney will... join the Taxation, Trusts & Estates Department at... families. The role requires significant experience in drafting various estate planning documents, including revocable and irrevocable trusts. Th...

Full-time 2 views Experience : Min 2 yrs required

Title: Litigation Attorney Job Responsibilities: - Handle litigation involving real property title and estate planning, contract disputes, other real estate matters, and surrogacy law. - Work directly with the firm's principal on matters from intake through resolution. - Manage case strategy, briefing, discovery, and...

Full-time 1 views Experience : Min 8 yrs required

Job Title: Senior Trusts & Estates Attorney Job Responsibilities: -... wills, revocable and irrevocable trusts, family limited partnerships, and... charitable planning. - Draft, review, and implement complex estate planning documents, trust instruments, powers of attorney, health care directives, and related agreements. - Manage trust...

Full-time 3 views Experience : Min 2 yrs required

or part-time. The responsibilities include providing legal expertise in various areas of law without the need to bill clients or bring in new clients. The areas of law include, but are not limited to: - General Consumer Law - Landlord/Tenant Law -... R...

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