Trusts And Estates General Jobs in Centerport

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Full-time 3 views Experience : 2-2 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Meet directly with clients to develop estate planning strategies and guide families through probate and estate administration. - Conduct annual meetings with members of the client . Program. - Work collaboratively with paralegals, Workflow Coordinators, Case Managers,...

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Full-time 2 views Experience : Min 3 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Meet directly with clients to understand their estate planning needs and objectives. - Develop comprehensive estate planning strategies tailored to individual client situations. - Guide families through probate and estate administration processes. - Conduct annual meetings with members...

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Full-time 2 views Experience : 2-5 yrs required

and related matters. Key duties include: - Conducting client meetings and case evaluations to understand individual needs and goals. - Handling ongoing advisory engagements with a client-centered approach. - Drafting and reviewing legal documents such as wills, trusts, powers of attorney, and......

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Full-time 1 views Experience : 2-5 yrs required

the preparation of wills, trusts, powers of attorney, and... related advance planning documents. - Oversee the administration of estates and trusts, ensuring filings, distributions, and... fiduciary responsibilities are handled accurately and efficiently. - Represent clients in probate and surrogate's court proceedings connected...

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Full-time 3 views Experience : Min 2 yrs required

the preparation of wills, trusts, powers of attorney, and... related advance planning documents. - Oversee the administration of estates and trusts, ensuring filings, distributions, and... fiduciary responsibilities are handled accurately and efficiently. - Represent clients in probate and surrogate's court proceedings connected...

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Full-time 2 views Experience : 2-5 yrs required

such as asset protection, estate planning, Medicaid planning, and related legal matters. - Handling client meetings, conducting case evaluations, and managing ongoing advisory engagements. - Drafting and reviewing legal documents, which include wills, trusts, powers of attorney, and... healthcare directives. - Conducting l...

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Full-time 2 views Experience : Min 5 yrs required

Job Title: Trusts & Estates Attorney Job Responsibilities: -... wishes. - Administer estates and trusts, ensuring that all legal... and tax obligations are met and that beneficiaries receive their due entitlements. - Provide legal counsel and representation in elder law, addressing the unique needs...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Attorney Job Responsibilities: - Engage in transactional tax planning for business entities, ensuring compliance with relevant laws and regulations. - Handle individual, partnership, and corporate tax matters, providing expert legal guidance and solutions. - Advise and manage tax-related issues for nonprofit organizations,...

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