Wealth Transfer Jobs in Compton

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Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal will be responsible for various tasks associated with the administration of trusts and estates. Key duties include: - Preparing legal documents and conducting legal research. - Marshalling, organizing, and analyzing...

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Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Trust/Estate Administration Paralegal Job Responsibilities: The Trust/Estate Administration Paralegal will be engaged in a variety of tasks essential for the administration of trusts and estates, including those involving complex and high net worth estates as well as probates. The responsibilities include: -...

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Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Senior Estate Planning & Trust Administration Paralegal (Department Lead) Job Responsibilities: Department Leadership: - Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise,...

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Posted On Jun 05, 26
Full-time 10 views Experience : Min 5 yrs required

the Trusts & Estates team. Key responsibilities include: - Assisting clients with estate planning, trust administration, and related transactions. - Drafting estate planning and trust funding documents. - Preparing real estate transfer documents. - Assisting with probate... and trust litigation pleadings. - Preparing estate...

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Full-time Experience : Min 10 yrs required

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...

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Full-time Experience : Min 5 yrs required

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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Full-time 2 views Experience : 1-5 yrs required

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 Jun 15, 26
Full-time 13 views Experience : 3-7 yrs required

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...

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Posted On Jun 05, 26
Full-time 9 views Experience : Min 5 yrs required

Title: Trusts and Estates Legal Assistant Job Responsibilities: - Assist with the preparation of legal documents, including wills, trusts, powers of attorney, and other estate planning legal documents. - Handle high volume scheduling duties, calendar meetings on Outlook, and schedule appointments both in-person...

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Posted On Jun 26, 26
Full-time 6 views Experience : Min 8 yrs required

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...

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Full-time 9 views

Title: First-Year Trust & Estate Associate Job Responsibilities: The First-Year Trust & Estate Associate will play a pivotal role in supporting the Trusts & Estates team within the law firm's Private Client and Tax division. The associate will be stationed in the...

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Full-time 2 views Experience : Min 8 yrs required

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...

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Full-time 7 views Experience : 5-9 yrs required

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...

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Posted On Sep 08, 26
Full-time Experience : Min 18 yrs required

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 Aug 27, 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...

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Posted On Jul 27, 26
Full-time 71 views Experience : 1-15 yrs required

Elder Law Attorneys with 1–10+ years of experience. With aging populations, increased long-term care needs, and major wealth transfer underway, demand for... elder-focused legal advisors is rising quickly and firms are expanding you have experience in elder law...

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