Trusts And Estates General Jobs in Huntington Beach

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Full-time 1 views Experience : Min 5 yrs required

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...

Full-time 8 views Experience : Min 5 yrs required

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. -...

Full-time 1 views Experience : Min 2 yrs required

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...

Full-time 1 views Experience : Min 3 yrs required

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...

Full-time 1 views Experience : 5-7 yrs required

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...

Full-time 1 views Experience : 4-7 yrs required

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...

Full-time Experience : 8-12 yrs required

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...

Posted On Jun 22, 26
Full-time 52 views

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...

Posted On Sep 16, 26
Full-time 4 views Experience : Min 5 yrs required

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...

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 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 17 views Experience : Min 3 yrs required

foundational and advanced estate planning documents. - Meet with clients and provide guidance on the design and structure of revocable living trusts and irrevocable gifting trusts. -... Research estate planning, tax,... and related legal issues. - Evaluate, update, and coordinate template documents, correspo...

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...

Full-time 1 views Experience : 4-6 yrs required

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

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