Trusts And Estates General Jobs in Westminster

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United States
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 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 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 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 Experience : 2-4 yrs required

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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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. -...

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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 Experience : 3-5 yrs required

litigation, as well as general civil litigation, which includes... business disputes, employment law, and real estate. - Manage cases from the initial drafting of pleadings through to trial completion, demonstrating strong client handling and advocacy skills. - Conduct extensive discovery and manage...

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Posted On Sep 16, 26
Full-time 2 views Experience : 2-3 yrs required

Overview We are seeking a Paralegal/Case Manager to join our legal team at the law firm. In this role, you will play a vital part in supporting attorneys primarily in family law, with some involvement in estate planning and immigration law....

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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...

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Full-time

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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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...

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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...

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