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Wealth Transfer Jobs in California

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United States
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
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Estate Planning family Family Law health insurance inheritance Litigation Real Estate Law wealth transfer

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...

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Posted On Sep 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Posted On Sep 07, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in the Private Tax and owners of private wealth. The role involves advising... business entities, and private wealth management, including personal business......

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Posted On Sep 08, 26
Full-time Experience : Min 18 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal equity estate tax estates Ethics fiduciary gift tax mortgages Probate Securities Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
criminal equity estate tax estates Ethics fiduciary gift tax mortgages Probate Securities Software trusts

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...

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Posted On Sep 08, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... to business owners, business-owning families, and owners of private wealth. Your primary responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex family and business structu...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... for complex family and business structures. Your role will involve supporting clients in wealth transfer, succession planning, and... governance strategies. You will navigate the unique challenges of multijurisdictional families and c...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... support to business owners, business-owning families, and private wealth owners. Your key responsibilities... include: - Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supportin...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... business-owning families, and owners of private wealth. You will advise on... a variety of matters involving family, business entities, and private wealth management. Key responsibilities include: -... Leading the delivery of tail...

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Posted On Sep 08, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... structures. - Provide support 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...

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Posted On Sep 01, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer

Advise clients on multi-generational wealth planning and tax optimization... their advisors, and the senior supervising partner. - Draft complex estate plans, charitable gift agreements, and trust structures tailored to sophisticated client needs. - Structure and implement strategic wealth transfer technique...

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Posted On Aug 30, 26
Full-time 1 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

Title Senior Estate Planning Attorney Job Responsibilities - Design, draft, and implement advanced estate plans for 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...

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Posted On Aug 28, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions Living Trusts Probate Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions Living Trusts Probate Wills

Title Estate Planning & Probate Attorney Job Responsibilities The attorney will be responsible for handling a variety of estate planning and probate matters. Key duties include: - Meeting with clients to discuss estate planning, probate, and trust administration issues. -...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate Planning estates family fiduciary Financial Institutions HIPAA pleadings Probate Software title trusts Wills

Title: Senior Paralegal – Trusts & Estates Job Responsibilities: The Senior Paralegal – Trusts & Estates is responsible for providing substantive case support to attorneys, which includes drafting, research, factual analysis, and workflow management. The role requires strong analytical skills, attention to...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills

Overview Law firm is a boutique estate planning law firm dedicated to providing sophisticated, personalized planning solutions for high-net-worth individuals, families, and closely held business owners. We are seeking an experienced Estate Planning Attorney to join our team. This is an...

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Posted On Aug 17, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer

within the law firm. This involves advising high-net-worth individuals, families, and fiduciaries on complex estate planning, asset protection, wealth transfer, and tax matters.... The successful candidate will serve as a trusted advisor to clients navigating multi-generational wealth strategies and contrib...

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Posted On Aug 17, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer

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...

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Posted On Aug 14, 26
Full-time 1 views Experience : Min 20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management M&A marketing Privacy spectrum Taxation wealth management wealth transfer Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management M&A marketing Privacy spectrum Taxation wealth management wealth transfer Women

Job Title: Managing Partner, Estate Planning - Regis ### Job Responsibilities: - Lead and grow the Regis estate planning practice, establishing the technical standard, practice philosophy, and quality bar for the team. - Build, lead, and mentor an elite team of estate planning...

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Posted On Aug 20, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills

Title: Paralegal - Estate Planning (Wills & Trusts) Job Responsibilities: - Drafting of estate planning documents such as wills, trusts, and powers of attorney. - Preparing and organizing client intake and estate planning questionnaires to facilitate smooth client processing. - Coordinating document execution, ensuring...

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Trusts and Estates Associate

Recruiter • **Members Only** San Francisco, CA

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Posted On Sep 07, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

role offers an exceptional opportunity for an experienced attorney with a strong background in estate planning, wealth transfer strategies, and post-death... trust and estate administration to work with high-net-worth individuals, private foundations, and family clients on multi-generational wealth planning...

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