We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...
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We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...
Title: Private Client Services Mid-Level Associate Job Responsibilities: The Private Client Services Mid-Level Associate is responsible for providing legal services related to estate planning, probate, and trust and estate administration. Key responsibilities include: - Preparing estate and gift tax returns. - Conducting legal research...
of tasks within the Trusts and Estates practice. These... responsibilities include: - Drafting and reviewing estate planning documents such as wills, trusts, powers of attorney, and... other legal instruments. - Handling probate administration, which involves preparing estate pleadings, identifying assets...
Job Title Trusts & Estates Associate Job... Responsibilities The Trusts & Estates Associate will... in estate and tax planning activities. - Advising clients on legal matters related to trusts and estates. - Collaborating... with clients to develop strategies for a...
trust and estate matters. - Plan charitable strategies and manage donor relations. - Provide administrative oversight for all estate execution activities. - Open, organize, and monitor files for estates and trusts in probate or under... administration. - Communicate with attorneys, personal representatives, and o...
wills, revocable and irrevocable trusts, ILITs, GRATs, IDGTs, SLATs,... family limited partnerships/LLCs, and other complex planning instruments. - Advise clients, families, closely-held businesses, private foundations, and fiduciaries. - Collaborate with professional advisors and other advanced estate planning attorneys from other...
Group. The primary responsibilities include: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating and administering family offices. - Administering, decanting, and modifying trusts. - Administering complex estates.... - Planning with respect... to business in...
Title:** Staff/Contract Attorney **Job Responsibilities:** The Staff Attorney will lead the Tribal Estate Planning and Legal Access Fellowship at a reputed firm within the department. This role encompasses mentorship, community engagement, and direct legal service. Key responsibilities include: - Designing and supervising the...
probate and trust administration, marital and cohabitation agreements, special needs trusts, and long-term care planning.... The role involves engaging in warm and personable client interactions, delivering high-quality legal work, and contributing to a friendly and supportive team environment. The at...
Title Estate and Document Attorney Job Responsibilities - Assist the tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal...
and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....
law firm seeks a Trusts and Estates Associate with... 1-6 years of experience to join their Seattle, WA office. The successful candidate will work with high net-worth individuals, families, business owners, corporate fiduciaries, and charitable organizations in estate and tax...