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Wealth Transfer Jobs in Alhambra

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United States
Posted On Sep 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

estate, gift, and generation-skipping transfer (GST) tax planning. - Design... and implement advanced planning strategies, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), charitable trusts, family limited partnerships, and other sophisticated structures. - Oversee...

Posted On Aug 17, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

law firm, specifically targeting high-net-worth individuals, families, and fiduciaries. The core duties include advising clients on complex estate planning, asset protection, wealth transfer, and tax matters.... The role requires serving as a trusted advisor to clients navigating multi-generational wealth strate...

Posted On Sep 08, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General

Title: French/Swiss-Qualified Attorney Job Responsibilities: - Legal Research, Analysis and Consultation: Conduct legal research on complex issues of international estate, inheritance, and tax law, analyzing European and . legal precedents, statutes, and regulations. Shape legal strategies and ensure compliance with laws of...

Posted On Sep 18, 26
Full-time 13 views Experience : 3-7 yrs required
Practice Area:
Probate
Practice Area:
Probate

Title: Trust & Estate Paralegal Job Responsibilities: - Manage substantial portions of estate and trust administrations in a sophisticated environment with appropriate supervision. - Prepare asset inventories and assist with valuation, retitling, and distribution of assets. - Draft and coordinate Federal estate and gift...

Posted On Jun 26, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: Senior Paralegal – Trusts, Estates & Trust Administration Job Responsibilities: - Manage trust administration matters from beginning to end, including tasks such as gathering assets, coordinating with financial institutions, preparing accountings, and drafting distribution documents. - Provide support for probate matters, including...

Posted On Aug 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

Title: Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner Job Responsibilities: The position involves joining the Private Clients, Trusts & Estates practice at a law firm, working primarily with two partners who have active and growing practices. The attorney...

Posted On Sep 02, 26
Full-time 8 views Experience : 5-9 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General

department at the law firm. The responsibilities of this position include: - Counseling clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer tax planning. - Advising on... California property tax planning and residency planning for transitory clients, wh...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 18 yrs required
Practice Area:
Probate Trusts and Estates - General
Practice Area:
Probate Trusts and Estates - General

Title: PCT&E Senior Paralegal Specialist Job Responsibilities: This position operates under the direct supervision of a lawyer and provides substantive legal services. The lawyer may delegate any task typically performed by a lawyer to a Senior Paralegal Specialist, except those prohibited to...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 5 yrs required

Job Title: Wealth Strategies Advisor Job Responsibilities: - Support... planning, personal philanthropy, and wealth transfer/tax minimization. - Build and... partners. - Analyze estate and financial information to develop planning strategies. - Lead client wealth planning engagement processes, including... new business review and onboarding for truste...

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory Job Responsibilities: - Lead... structures. - Support clients in wealth transfer, succession planning, and... governance strategies. - Navigate the unique challenges of multijurisdictional families and cross-border tax matters. - Manage and deliver processes, solutions, and projects with a...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required

Job Title: Executive Wealth Services Advisor Job Responsibilities: - Serves... participating in the Executive Wealth Services program. - Leads the... wealth planning engagement process from... discovery through strategy development and ongoing relationship management. - Develops holistic and integrated planning strategies tailored to executives' unique...

Posted On Sep 14, 26
Full-time 7 views Experience : Min 7 yrs required

Title: Private Client Manager II Job Responsibilities: The Private Client Manager II is tasked with expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of the...

Posted On Sep 18, 26
Full-time 5 views

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client tax...

Posted On Aug 08, 26
Full-time 21 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Real Estate - Tax Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Real Estate - Tax Trusts and Estates - General

OverviewA law firm seeks a seasoned Trusts and Estates and Tax Attorney with at least 10 years of experience in advising high net worth individuals and families in estate and tax planning, located in Pasadena, CA. The role involves designing,...

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