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Wealth Transfer Jobs in La Canada Flintridge

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United States
Posted On Jul 17, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning fiduciary Financial Institutions gift tax Government health insurance Insurance pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning fiduciary Financial Institutions gift tax Government health insurance Insurance pleadings Probate

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...

Posted On Jul 17, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning fiduciary Financial Institutions gift tax Government health insurance Insurance pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning fiduciary Financial Institutions gift tax Government health insurance Insurance pleadings Probate

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: -...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Financial Institutions health insurance Living Trusts Probate Software trusts Wills

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,...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estates family partnerships trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estates family partnerships trusts wealth transfer

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 Sep 24, 26
Full-time 2 views 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...

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...

Posted On Sep 18, 26
Full-time 13 views Experience : 3-7 yrs required
Practice Area:
Probate
Job Tags:
deeds of trust Estate and Trust Estate Planning fiduciary gift tax Harassment Immigration Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate
Job Tags:
deeds of trust Estate and Trust Estate Planning fiduciary gift tax Harassment Immigration Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

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 Aug 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal equity Estate Planning estates family fiduciary second chair trusts

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
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
artists children Employment Law entertainment Estate Planning family fiduciary Insurance Litigation marketing Partnership partnerships Privacy private client Probate trusts wealth transfer

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
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...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

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
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 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 Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management

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
Job Tags:
banking Partnership private client shareholders wealth transfer
Job Tags:
banking Partnership private client shareholders wealth transfer

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...

Elder Law Attorney

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Posted On Aug 12, 26
Full-time 71 views Experience : 1-15 yrs required
Practice Area:
Elder Law Probate Trusts and Estates - General
Practice Area:
Elder Law Probate Trusts and Estates - General

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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