Trusts And Estates General Jobs in Diamond Bar

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Full-time 79 views Experience : Min 3 yrs required

probate. This includes, but is not limited to: Drafting wills, trusts, powers of attorney, and... other estate planning documents Advising clients on structuring their estates to meet their goals... and objectives Preparing estate tax returns...

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Full-time 2 views Experience : 3-5 yrs required

Job Title: Mid-Level Trusts and Estates Attorney Job Responsibilities: Legal... review legal documents such as wills, revocable living trusts, powers of attorney, advance... healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling, beneficiary designations, and trust funding. - Hand...

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Full-time 3 views Experience : Max 2 yrs required

Title: Associate Attorney Job Responsibilities: - Meet with and advise clients, providing legal counsel and guidance. - Engage in meet and confer sessions with opposing counsel to discuss case details and potential resolutions. - Manage a diverse caseload within the civil litigation department, focusing...

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Posted On Sep 08, 26
Full-time 3 views Experience : 3-5 yrs required

Counsel III Job Responsibilities: - Perform general and specialized legal research... and analysis, reviewing cases and making recommendations to the Court. - Advise the Court on complex matters of law and prepare drafts of legal opinions, legal memoranda, and other documents. - Research, identify,...

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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...

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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...

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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,...

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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...

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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...

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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...

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Full-time 2 views Experience : Min 1 yrs required

Title: Bilingual Spanish/English Attorney — Special Education & Estate Planning (Temp-to-Perm) Job Responsibilities: - Represent parents and students in Individualized Education Program (IEP) meetings, mediations, resolution sessions, and due process hearings under the Individuals with Disabilities Education Act (IDEA) and California Education...

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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...

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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...

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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...

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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,...

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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...

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Full-time 3 views Experience : Min 5 yrs required

Overview Law firm has an opening for a Senior Trust Administration Attorney, targeting experienced attorneys in trust and estate law who are eager to assume a leadership role with a credible path to partnership. The role involves managing and overseeing the...

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Full-time 11 views Experience : Min 3 yrs required

in the areas of estates, trust, tax, business, and... wealth planning along with related transactions. Key responsibilities include: - Engaging in business development and meeting with prospective and existing clients for consultations on tax planning and estate planning matters of varying...

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Full-time 1 views Experience : Min 3 yrs required

tax planning and estate planning matters, ranging from simple to complex cases. - Handle pre and post-mortem estate administration. - Draft and execute various estate planning documents, including revocable and irrevocable trusts. - Prepare and review contracts,... business filings, and other documents related...

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