Trusts Jobs in Healdsburg

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United States
Full-time 4 views Experience : 1-6 yrs required

Title: Associate Attorney - Trusts & Estates (Hybrid) Job Responsibilities: -... documents such as wills, trusts, powers of attorney, and... advance healthcare directives to ensure clients' wishes are clearly articulated and legally binding. - Tax Planning: The role involves providing clients with advice...

Posted On Sep 01, 26
Full-time 1 views Experience : 1-7 yrs required

processes. - Draft and assemble trusts, wills, and other estate... documents. - Draft special needs trusts and file petitions with... probate court. - Prepare Conservatorships and Probates. - Maintain calendars and files to ensure organized case management. - Manage trust administrations. - Interact with governmental agencies...

Posted On Sep 09, 26
Full-time 2 views Experience : Min 1 yrs required

related to estate planning, trusts, and probate, ensuring that... these documents meet law firm-specific standards. - Organize and maintain both physical and digital client files and case records. - Proactively monitor emails and anticipate legal tasks, as well as calendar legal dates...

Posted On Jul 21, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Legal Professional - Estate Planning Group Job Responsibilities: - Draft, edit, and process sophisticated estate planning documents - Prepare revocable and irrevocable trusts, wills, powers of attorney,... and advanced planning instruments - Prepare accountings - Prepare and manage court filings - Draft substantive correspondence - Calendar...

Full-time 5 views Experience : Min 1 yrs required

Information Job Title: Retirement Staff Attorney Job Responsibilities: The Retirement Staff Attorney at the organization provides essential legal advice and counsel regarding the administration of retirement benefits and the interpretation of retirement laws. This role is integral to the management team, particularly in...

Posted On Sep 15, 26
Full-time Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift,...

Posted On Sep 27, 26
Full-time Experience : 5-5 yrs required

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances,...

Posted On Sep 27, 26
Full-time Experience : 12-15 yrs required

Title: State and Local Tax Director - HNW/Private Wealth (Residency) Job Responsibilities: - Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on their most significant state income tax matters. - Lead complex residency,...

Posted On Sep 27, 26
Full-time Experience : 8-8 yrs required

Title: State & Local Tax Senior Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients' personal and financial circumstances, developing...

Full-time Experience : Min 7 yrs required

Title: Labor Management Relations Senior Counsel Job Responsibilities: The Senior Counsel will be a part of the Labor Management Relations Group and is responsible for advising employers on labor relations strategy, collective bargaining, grievance administration, labor arbitrations, union organizing campaigns,...

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