Wealth Transfer Jobs in Baltimore

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United States
Posted On Aug 01, 26
Full-time 1 views Experience : Min 2 yrs required

of Columbia, and Virginia. - Assist with the administration of estates and trusts from inception to close, including the sale and transfer of assets. - Prepare Federal... and State estate tax returns. - Manage overall estate and trust administration in a timely...

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Posted On Aug 17, 26
Full-time

with a team to provide exceptional client service. Key duties include: - Advising single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a comprehensive range of tax services. This includes structuring and modeling, succession planning, wealth transfer pl...

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Posted On Aug 20, 26
Full-time 1 views

Title: Equal Justice Works Attorney Fellow – Financial Empowerment Project Job Responsibilities: - Provide direct legal services to clients focusing on estate planning and asset preservation. This includes resolving fines and fees, title clearing, navigating probate, and addressing heirs’ property issues. - Develop...

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Full-time 81 views

Estates & Trusts Associate at HF&F Law Firm HF&F Law Firm, a leading Estates and Trusts specialty firm located in Towson, Maryland, is looking for an associate attorney to join their rapidly growing practice. This is an excellent opportunity...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Assist attorneys with drafting Business and Estate planning documents, including Wills, Revocable and Irrevocable Trusts, Powers of Attorney, Advance Medical Directives, and related documents. - Review client financial and asset documentation for accuracy and completeness. - Prepare beneficiary designations,...

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Full-time 1 views

Title: Tax Attorney Job Responsibilities: - Advise closely held businesses, business owners, executives, and investors on corporate, partnership, LLC, and tax matters. - Structure, negotiate, and support business formations, reorganizations, acquisitions, dispositions, and joint ventures. - Counsel clients on business succession planning and ownership...

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Full-time Experience : Min 3 yrs required

regarding estate planning and wealth transfer. - Prepare and... review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance medical directives. - Develop strong, trusted relationships with clients and communicate complex legal concepts effectively. -...

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Posted On Jul 27, 26
Full-time 59 views Experience : 1-13 yrs required

law firm in Towson, MD, is currently seeking an Estates and Trusts Associate Attorney. This partner-track position requires specific estates and trusts experience, strong computer skills or aptitude, and a valuable background in business, accounting, or other financial areas. The...

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