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Wealth Transfer Jobs in Hewlett

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United States
Posted On Jul 07, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
doctors Elder Law Estate Planning Medicaid Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
doctors Elder Law Estate Planning Medicaid Probate Software trusts Wills

Title: Legal Assistant Job Responsibilities: 1. Secretarial/Administrative Duties: - Ordering office supplies - Scanning documents and properly titling them - Printing stamps and labels for mailings - Calendaring Fair Hearing/Court Notices 2. Estate Planning: - Drafting Power of Attorneys, Health Care Proxies, Trusts,...

Posted On Jul 29, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary Genetics Harassment Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates family fiduciary Genetics Harassment Probate trusts wealth transfer Wills

families on customized estate planning and wealth transfer strategies, including probate... proceedings and planning of complex estates. - Draft, review, and oversee estate planning documents such as wills, trusts, powers of attorney, advance directives, and related planning tools. - Handle all as...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer

The ideal candidate will have a minimum of 10 years’ experience in complex and sophisticated estate planning, transfer tax issues, and estate... administration. A portable book of business is preferred. This opportunity allows the candidate to become part of a...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

Posted On Sep 21, 26
Full-time 50 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...

Posted On Sep 21, 26
Full-time 64 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...

Posted On Sep 23, 26
Full-time 45 views Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills

Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...

Posted On Sep 23, 26
Full-time 52 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Mid-Level Trusts & Estates Associate – Estate Planning or Estate Administration Job Responsibilities: The Mid-Level Trusts & Estates Associate will work within the Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning,...

Posted On Sep 01, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal document review Estate Planning estates gift tax partnerships trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal document review Estate Planning estates gift tax partnerships trusts

Title: Senior Estate Planning Paralegal Job Responsibilities: - Collaborate closely with senior estate-planning attorneys on complex estate, gift, and GST tax planning matters. - Review and refine sophisticated estate-planning documents based on attorney instructions. - Coordinate multi-step planning transactions involving trusts, LLCs, partnerships, assignments,...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

Posted On Jun 19, 26
Full-time 11 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer

Title: Non-Equity Partner, Trusts & Estates Job Responsibilities: Leadership Responsibilities: - Practice Management & Development: - Assist the Practice Lead in expanding the Trusts & Estates practice. - Develop junior and mid-level associates. - Establish efficient workflows and quality control measures for document...

Posted On Jun 23, 26
Full-time 10 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer

families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with... a strong emphasis on international tax and cross-border planning considerations. - Counseling clients regarding federal and state transfer tax issues, wealth transfer techniques...

Posted On Sep 17, 26
Full-time 1 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General

have extensive experience in estate planning, transfer tax issues, and estate... administration. A portable book of business is manage complex estate planning, estate and trust administration, and related tax clients on estate, gift, and generation-skipping transfer tax pl...

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