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Trusts And Estates Jobs in Chino Hills

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United States
Posted On Sep 23, 26
Full-time 3 views Experience : 8-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

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...

Posted On Sep 23, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts
Job Tags:
equity estates family Financial Institutions hedge funds marketing private client private equity Software Taxation trusts

Title: Tax Senior Manager - Private Client Services Job Responsibilities: - Supervise a team and foster strong client relationships, contributing to the establishment of a sustainable business. - Collaborate closely with Partners in an entrepreneurial environment that values exceptional client...

Posted On Sep 22, 26
Full-time 48 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Planning Lawyer – Join a Dynamic and Growing Law Firm in Nevada! H1: Estate Planning Lawyer Opportunity in Nevada H2: Join a Leading Law Firm and Make a Difference in Clients’ Lives Are you a talented and experienced...

Posted On Sep 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Probate Software trusts Wills

meet client objectives and provide recommendations, including advising on suitable types of trusts. - Draft estate planning documents... such as wills, various types of trusts, and ancillary documents. - Explain... complex legal concepts and provisions of the estate plan clearly to clie...

Posted On Sep 17, 26
Full-time 82 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Planning Lawyer Are you a talented and experienced Estate Planning Lawyer in Nevada looking for a new and exciting opportunity? Look no further! Our Nevada office is currently seeking a motivated and skilled professional to join our team as...

Posted On Aug 30, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Business Law Estate Planning family fiduciary gift tax Insurance LLC Partnership restructuring Taxation trusts wealth transfer Wills

ultra-high-net-worth individuals and families. This includes creating irrevocable dynasty trusts (IDITs), spousal lifetime access... trusts (SLATs), charitable remainder unitrusts... (CRUTs), intentionally defective grantor trusts (IDGTs), irrevocable life insurance... trusts (ILITs), qualified personal residence... trusts (QPRTs), grantor retained annuity... trusts (G...

Posted On Aug 12, 26
Full-time 3 views Experience : 1-3 yrs required
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate
Job Tags:
agreements Corporation Estate Planning Family Law marketing Probate

Title: Intake Specialist Job Responsibilities: - Screen calls from potential clients to evaluate their needs and determine the suitability for the law firm's services. - Conduct initial telephone conferences with potential clients to gather necessary information and assess their legal needs. - Input data...

Posted On Sep 09, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning Probate trusts Wills

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...

Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

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...

Posted On Sep 02, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning pleadings Probate

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,...

Posted On Sep 22, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
civil litigation Probate

Title: Probate Paralegal Job Responsibilities: - Manage a steady stream of probate cases from inception to conclusion. - Draft motions and Temporary Restraining Orders (TROs), particularly in cases involving real estate. - Utilize knowledge of probate law to effectively handle cases. - Apply civil litigation...

Posted On Sep 02, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts
Practice Area:
Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Real Estate - General Trusts and Estates - General
Job Tags:
Business Law depositions divorce escrow Estate Planning Family Law Mediation Probate title trusts

Title Part-Time Paralegal Job Responsibilities - Draft, review, and finalize documents related to estate planning, probate, family law, and real estate for attorney review. - Handle court filings at the state and local levels in California, adhering to county-specific procedures and managing hearing reservations. -...

Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

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...

Posted On Jul 20, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation Estate Planning fiduciary health insurance Insurance pleadings Probate Software trusts

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...

Posted On Jul 20, 26
Full-time 10 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs
Job Tags:
abuse civil litigation Conservatorship depositions Estate and Trust Estate Planning evidence fiduciary health insurance Insurance Litigation Probate Transportation

Title: Trust Litigation Attorney Job Responsibilities: - Handle Probate, Trust Litigation, and Conservatorship matters with minimal oversight. - Conduct court appearances, hold depositions, and manage discovery processes. - Work independently and proactively regarding court and client deadlines. - Assist with Probate, Estate Planning, Conservatorship, and...

Posted On Jul 31, 26
Full-time 3 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

Title: Paralegal Job Responsibilities: As a Legal Assistant within the law firm, you will be responsible for a variety of tasks aimed at supporting the legal team, particularly in the areas of Estate Planning and Trust Administration. Your primary duties will include: -...

Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Software trusts Wills

and Trust Administration areas. Your primary duties will include: - Drafting estate planning documents, such as wills, trusts, and powers of attorney,... utilizing Statular estate planning software. - Notarizing estate planning documents to ensure their legal validity. - Conducting legal research to s...

Posted On Aug 11, 26
Full-time 80 views Experience : 2-8 yrs required
Practice Area:
Trusts and Estates
Practice Area:
Trusts and Estates

estate planning matters. Will be drafting wills, trusts, powers of attorney, and... other legal documents related to estate planning. Advising clients on estate planning strategies and developing personalized plans. Conducting legal research and staying up-to-date with relevant laws and regulations....

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