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Trusts And Estates Jobs in Diamond Bar

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United States
Posted On Aug 05, 26
Full-time 79 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate

probate. This includes, but is not limited to: Drafting wills, trusts, powers of attorney, and... other estate planning documents Advising clients on structuring their estates to meet their goals... and objectives Preparing estate tax returns...

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Posted On Jul 02, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
depositions Estate Planning health insurance Litigation pleadings Probate

Title: Paralegal Job Responsibilities: - Conduct legal research and draft legal memoranda. - Prepare pleadings and discovery responses. - Participate in depositions and court appearances. - Draft professional correspondence and communicate effectively with clients. - Support estate planning, probate, and trust administration matters from start to...

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Posted On Aug 04, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family Living Trusts Partnership Probate trusts Wills

Job Title: Mid-Level Trusts and Estates Attorney Job Responsibilities: Legal... review legal documents such as wills, revocable living trusts, powers of attorney, advance... healthcare directives, and related instruments. - Advise clients on estate tax planning, asset titling, beneficiary designations, and trust funding. - Hand...

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Posted On Aug 06, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning estates health insurance Insurance Litigation Probate stage statute of limitations trusts Wills

Job Title: Trust & Estates Paralegal Job Responsibilities: - Manage the... review, and prepare estate planning documents such as trusts, wills, powers of attorney,... and healthcare directives. - Prepare and file probate petitions, accountings, inventories, and appraisals in compliance with California Probate Code....

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer
Job Tags:
Asset Protection banking creditors Estate Planning estates fiduciary Insurance pension Software trusts wealth management wealth transfer

Title: Trust and Estate Coordinator Job Responsibilities: 1. Client Engagement: - Client Relationship Management: Develop and maintain strong relationships with clients to ensure a seamless and satisfactory engagement. - Virtual Consultations: Conduct professional Zoom meetings with clients to develop and present personalized...

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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...

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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...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on estate planning processes to formulate plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate preservation,...

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Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

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Posted On Sep 02, 26
Full-time 3 views Experience : Max 2 yrs required
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate
Practice Area:
Corporate - General Litigation - Trusts & Estates - Defense Real Estate - General
Job Tags:
civil litigation depositions health insurance Insurance Probate

Title: Associate Attorney Job Responsibilities: - Meet with and advise clients, providing legal counsel and guidance. - Engage in meet and confer sessions with opposing counsel to discuss case details and potential resolutions. - Manage a diverse caseload within the civil litigation department, focusing...

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Posted On Sep 08, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Litigation - General (consumer)
Job Tags:
ADA appeals appellate Case Law CEQA civil litigation Criminal Law estates Ethics Family Law FLSA Land Use Litigation Misdemeanor pleadings Practice of Law Probate Software title trusts Wills
Practice Area:
Litigation - General (consumer)
Job Tags:
ADA appeals appellate Case Law CEQA civil litigation Criminal Law estates Ethics Family Law FLSA Land Use Litigation Misdemeanor pleadings Practice of Law Probate Software title trusts Wills

Title: Judicial Staff Counsel III Job Responsibilities: - Perform general and specialized legal research and analysis, reviewing cases and making recommendations to the Court. - Advise the Court on complex matters of law and prepare drafts of legal opinions, legal memoranda, and other...

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Posted On Jul 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Conservatorship document review Elder Law Estate Planning Probate Software trusts

Title: Paralegal Job Responsibilities: The Paralegal will support attorneys in a full-time, on-site capacity, focusing on estate planning and related legal matters. Key responsibilities include: - Preparing and organizing legal documents necessary for estate planning, probate, and trust administration. - Assisting with probate and...

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Posted On Aug 05, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title
Practice Area:
Guardianship and Conservatorship Education - Special Needs Estate & Tax Planning Elder Law Education - General Trusts and Estates - General
Job Tags:
agreements child civil litigation Conservatorship Education Law Estate Planning family Family Law health insurance Insurance PERM Probate school districts title

Title: Bilingual Spanish/English Attorney — Special Education & Estate Planning (Temp-to-Perm) Job Type: Contract, Full-time (Temp-to-hire) Pay: $115,000 to $130,000 per year Schedule: 40 hours/week About Us The law firm is built on the principle that families deserve an advocate who comprehends both the legal...

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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. -...

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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...

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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...

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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,...

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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...

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Posted On Aug 13, 26
Full-time 23 views Experience : 7-20 yrs required
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

area law firm is seeking an experienced trust and estate attorney at either the senior associate or partner level. Candidate must live in the San Gabriel Valley....

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