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Trusts And Estates General Jobs in Fountain Valley

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United States
Posted On Jul 14, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Corporate - General Corporate - Contract Law Trusts and Estates - General Tax - General
Job Tags:
agreements Business Law corporate governance Estate Planning estates fiduciary Litigation operating agreements pleadings Probate Taxation trusts wealth transfer Wills

Title: Associate Attorney – Estate Planning, Tax & Business Planning About Us We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex...

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Posted On Sep 28, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
acquisitions corporate governance employee benefits equity Estate and Trust Estate Planning estates family hedge funds Immigration Taxation trusts wealth management Wills

Job Title: Trusts & Estates Associate Attorney Job... plan documents, including wills, trusts, powers of attorney, and... advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. - Collaborate...

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Posted On Sep 12, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Title: Private Client Services Mid-Level Associate Job Responsibilities: - Engage in estate planning, probate, and trust and estate administration. - Prepare estate and gift tax returns, with a preference for candidates having experience in this area. - Exhibit strong research, writing, and drafting abilities. -...

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Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

Title: Estate Planning Attorney Job Responsibilities: - Conduct 30-minute phone consultations with clients to determine appropriate estate planning solutions. - Select the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans...

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Posted On Sep 17, 26
Full-time 86 views Experience : 1-5 yrs required 1 applications
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
Business Law contracts corporate governance entity formation Estate Planning estate tax Living Trusts Wills

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

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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Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

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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Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

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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Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

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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Posted On Aug 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation commercial real estate depositions Estate Planning fiduciary Litigation pleadings Probate Property Management trials trusts Wills
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation commercial real estate depositions Estate Planning fiduciary Litigation pleadings Probate Property Management trials trusts Wills

Title: Estate & Trust Attorney Job Responsibilities: - Represent clients in probate and trust litigation matters, including will contests, breach of fiduciary duty claims, and trust modifications. - Draft pleadings, motions, legal memoranda, and discovery requests/responses. - Conduct legal research and analyze complex factual...

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Posted On Sep 19, 26
Full-time 1 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships

Title: Estate & Tax Planning Associate Job Responsibilities: The Estate & Tax Planning Associate will be responsible for a variety of tasks, including but not limited to: - Engaging in estate and tax planning, trust administration, and business succession planning. - Handling gift and...

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Posted On Sep 29, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships

Title: Estate & Tax Planning Associate Job Responsibilities: The Estate & Tax Planning Associate at the law firm will be responsible for providing expert legal services in estate and tax planning, trust administration, and business succession planning. The associate will work closely...

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Posted On Sep 09, 26
Full-time 1 views Experience : 4-7 yrs required
Practice Area:
Finance - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
finance Insurance Litigation Partnership pleadings
Practice Area:
Finance - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
finance Insurance Litigation Partnership pleadings

Title: Litigation Attorney Job Responsibilities: - Handle business, real estate, finance, and trust litigation matters. - Represent both plaintiffs and defendants. - Manage cases through various stages of litigation. - Prepare and manage litigation documents, pleadings, and discovery. - Communicate effectively with clients, opposing counsel, and...

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Posted On Sep 21, 26
Full-time Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women

Title: Estate Planning Director Job Responsibilities: The Estate Planning Director is part of the Wealth Solutions group, a dynamic team dedicated to providing and implementing planning strategies for high-net-worth clients. The role involves serving as an in-house resource in estate planning to...

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Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
agreements Conservatorship Estate Planning estates health insurance Insurance pleadings Probate Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
agreements Conservatorship Estate Planning estates health insurance Insurance pleadings Probate Software

Job Title: Trust & Estates Attorney Job Responsibilities: - Independently manage... Special Needs, Settlement Planning, Trust Administration, Probate, and Conservatorship matters. - Prepare and review legal documents including pleadings, petitions, and retainer agreements. - Lead client consultations and strategy meetings to address their legal...

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Posted On Sep 28, 26
Full-time 52 views
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Conservatorship Estate Planning estates Insurance pleadings Probate special projects
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Conservatorship Estate Planning estates Insurance pleadings Probate special projects

working for a Trust, Estates, and Special Needs law... firm, and who is eager to advance in a law firm? Are you detail-oriented, organized, collaborative, and enthusiastic about learning? If so, you could be the ideal Junior Paralegal for our...

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Posted On Sep 16, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
appeals Ethics Insurance Litigation pleadings Visa
Practice Area:
Litigation - General (consumer)
Job Tags:
appeals Ethics Insurance Litigation pleadings Visa

Title: Litigation Paralegal Job Responsibilities: The Litigation Paralegal will play a crucial role in supporting attorneys with various aspects of case management throughout the trust and estate litigation process at the law firm. The key responsibilities include: - Conducting research and analysis of...

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Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

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
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts

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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Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

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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