Trusts And Estates General Jobs in Medford

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United States
Posted On Aug 11, 26
Full-time Experience : 1-2 yrs required

Legal Assistant- Evictions About the Organization The law firm has been a trusted leader in the financial services and real estate industry for over 25 years, with a commitment to helping clients succeed. The attorneys and staff drive solutions that...

Full-time 1 views

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney,... healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

Full-time 12 views Experience : Min 7 yrs required

Job Title: Trusts & Estates Associate: Senior... documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts... (ILITs), Spousal Lifetime Access... Trusts (SLATs), and Qualified Personal... Residence Trusts (QPRTs). These documents should... be tailored to meet specific family needs and go...

Full-time 1 views Experience : Min 8 yrs required

Job Title: Trusts & Estates Counsel Job Responsibilities: -... for clients with taxable estates exceeding $75M, including various... trusts and private foundations. - Advise... on estate, gift, and generation-skipping transfer (GST) tax strategies, focusing on multi-generational wealth transfer and dynasty trust structures. - Oversee...

Full-time 1 views Experience : Min 8 yrs required

Job Title: Trusts & Estates Counsel Job Responsibilities: -... for clients with taxable estates exceeding $75 million, including... IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private... foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategy, focusing on multi-generational wealth...

Full-time 2 views Experience : 7-10 yrs required

Job Title: Trusts & Estates Attorney Job Responsibilities: -... administration. - Develop tax-efficient estate and business succession plans, including trusts, family partnerships, and charitable... structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. - Counsel clients...

Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job... Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

Full-time 2 views Experience : Min 6 yrs required

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position requires working with high-net-worth individuals, families, fiduciaries, and...

Full-time Experience : Min 5 yrs required

Title: Supervising Attorney Job Responsibilities: The Supervising Attorney at the organization is responsible for overseeing team members and supporting volunteer attorneys and low-income clients facing critical legal issues in various areas of civil law and procedure. The primary focus is on preserving...

Full-time 1 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on estate and financial planning options. - Meet with clients in consultations to gather necessary information and assist clients in taking action. - Design and review personalized estate plans...

Full-time 12 views Experience : Min 6 yrs required

Title: Litigation Senior Attorney - M&A Job Responsibilities: - Negotiate and draft property management and development agreements. - Negotiate complex LLC operating agreements or limited partnership agreements. - Conduct due diligence activities including title and survey reviews, reviewing easements, REAs, CCRs, leases, and financial...

Full-time 4 views Experience : 5-10 yrs required

Title: Senior Attorney in the Tax and Revenue Unit’s Real Estate Tax Division Job Responsibilities: The Senior Attorney in the Tax and Revenue Unit's Real Estate Tax Division is responsible for a variety of legal tasks primarily focused on litigating agency and...

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

Title: Senior Attorney – Tax Litigation and Collections Unit - Real Estate Tax Division Job Responsibilities: The Senior Attorney in the Tax and Revenue Unit’s Real Estate Tax Division is responsible for a variety of legal tasks primarily centered around litigation and...

Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

Posted On Sep 05, 26
Full-time 9 views Experience : 7-7 yrs required

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Philadelphia OVERVIEW: Law firm, a global law firm with over 900 attorneys across the . and around the globe, provides innovative solutions to the legal and business challenges presented by today’s evolving global markets. SUMMARY: The Philadelphia...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only.** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...

Posted On Aug 11, 26
Full-time 1 views Experience : 1-2 yrs required

Legal Assistant- Evictions About the Organization The law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping clients succeed. Attorneys and staff drive solutions that create...

Posted On Aug 14, 26
Full-time 2 views Experience : Min 2 yrs required

Legal Assistant- Quotes About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...

Posted On Sep 14, 26
Full-time 26 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...

Posted On Sep 03, 26
Full-time 2 views Experience : 1-8 yrs required

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate...

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