Trusts And Estates General Jobs in Newtown

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United States
Posted On Sep 18, 26
Full-time Experience : Max 3 yrs required

closely held businesses, estates, trusts, and private foundations. - Develop... challenges. - Complete tax planning and research. - Prepare federal and state & local tax returns. - Develop a general understanding of reporting requirements... of different entity structures and the compliance process. - Increase involvement...

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

Private Wealth, Estates & Trusts Practice Group at a... Testaments, revocable and irrevocable trusts, Durable Powers of Attorney,... Living Wills, and Advance Healthcare Directives. On the administration side, the candidate will handle all aspects of probate matters, including intestacy proceedings,...

Full-time 1 views Experience : Min 3 yrs required

clients with peace of mind regarding their estate and elder law needs. The primary responsibilities include: - Drafting planning instruments such as Wills, Trusts, Powers of Attorney, Health... Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications...

Posted On Aug 07, 26
Full-time 1 views Experience : 3-5 yrs required

Paralegal involves overseeing the general administrative functions within the... legal department and supporting attorneys by providing essential clerical and research services. The primary responsibilities include: - Providing clerical support for assigned administrative duties such as answering phones, sorting and distributing mail,...

Full-time Experience : Min 3 yrs required

Job Title: Trusts & Estates Associate Attorney Job... Responsibilities: - Independently handle estate planning and estate administration files, which includes conducting client meetings and drafting necessary documents. - Guide clients through the probate and trust settlement process. - Draft trust and estate documents that...

Full-time 2 views Experience : 4-20 yrs required

Title: Litigation Associate Attorney Job Responsibilities: - Drafting pleadings, briefs, and motions. - Performing and attending depositions to gather and record testimonies and evidence. - Preparing, producing, and reviewing discovery demands to uncover relevant information and documents. - Preparing and delivering oral arguments in court...

Full-time 1 views

Job Title: Estates and Trusts Attorney Job Responsibilities: The... Estates and Trusts Attorney will be responsible... for supporting clients with their estate planning needs and managing estate and trust administration clients. which include wills, revocable trusts, powers of attorney, and......

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

sophisticated legal matters primarily focused on litigation within the Trusts & Estates / Probate... Litigation practice. Key responsibilities include: - Managing and litigating cases related to will contests, probate disputes, trust and estate litigation, fiduciary-duty and beneficiary disputes, contested accountings, guardiansh...

Full-time 2 views Experience : 1-3 yrs required

Title: Litigation Associate Attorney Job Responsibilities: The Litigation Associate Attorney will be responsible for a variety of tasks related to civil litigation. The specific duties include: - Evaluating claims and developing case strategy - Conducting legal research and preparing written analyses - Drafting pleadings, motions,...

Posted On Jul 28, 26
Full-time 2 views Experience : 5-10 yrs required

Title Experienced Real Estate & Estate Administration Paralegal Job Responsibilities The Real Estate and Estate Administration Paralegal at the law firm will be responsible for assisting attorneys with residential and commercial real estate transactions, as well as probate and estate administration matters. The...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

Full-time Experience : Min 3 yrs required

Job Title: Trust and Estates Associate Attorney Job Responsibilities: - Draft... with minimal supervision. - Administer estates, which includes direct contact... with clients and preparation of estate tax returns and tax planning. - Maintain substantial direct contact with clients and other professionals. - Conduct research...

Full-time 2 views Experience : Min 1 yrs required

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

Full-time 1 views Experience : Min 2 yrs required

Tax and Trust and Estates Associate Attorney Job Responsibilities: The Tax... and Trust and Estates Associate Attorney will be... of the Tax and Trusts and Estates Practice Group.... This group... is comprehensive and includes a significant focus on elder and special needs...

Full-time 5 views Experience : Min 2 yrs required

TRUSTS & ESTATES ATTORNEY Job Title: Trusts... & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney at... written and verbal communication skills and possess the ability to handle multiple assignments simultaneously. The role involves working within a specialized practice group dedicated to trusts...

Full-time 5 views Experience : 1-3 yrs required

recipients. - Direct outside counsel throughout the onboarding process of program recipients and transfer of residential properties into irrevocable Trusts. - Perform daily legal... and administrative operations to support the rapidly-growing non-profit organization. - Draft and review contracts for mortgage...

Full-time 6 views Experience : 5-7 yrs required

and mission of the organization. - Possess extensive knowledge of various areas of law, including contracts, real estate, employment, intellectual property, trusts, entertainment, and corporate governance. -... Draft, review, and negotiate contracts and agreements; work with and direct outside counsel; research st...

Posted On Sep 01, 26
Full-time 1 views Experience : 5-10 yrs required

Title: Paralegal Job Responsibilities: - Handle general administrative duties, including processing... invoices, tracking payments, sorting and sending department mail, and ordering supplies. - Track deadlines and terminations of ongoing agreements with third parties and notify staff members when an agreement is due for...

Full-time 2 views Experience : 3-20 yrs required

attorney to join its Trusts & Estates / Probate... role involves substantial responsibility for sophisticated matters involving estates, trusts, fiduciaries, beneficiaries, and related... disputes. The position is litigation-focused with opportunities for estate and trust administration, estate planning, and client ...

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