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Wealth Transfer Jobs in Lake Success

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United States
Posted On Jun 16, 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...

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Posted On Jun 16, 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...

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Posted On Jun 17, 26
Full-time 45 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates family International Law partnerships pleadings restructuring trusts Wills
Practice Area:
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...

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Posted On Jun 17, 26
Full-time 52 views Experience : Min 5 yrs required
Practice Area:
Elder Law Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Elder Law Probate Estate & Tax Planning 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,...

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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,...

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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...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates family Insurance Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates family Insurance Taxation trusts wealth transfer Wills

on estate, trust, and wealth transfer planning strategies -... Handle all aspects of estate and trust administration - Prepare and review federal and state estate tax returns - Conduct legal research and analysis on complex trusts and estates matters -...

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Posted On Aug 31, 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...

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Posted On Aug 18, 26
Full-time 10 views Experience : 5-10 yrs required 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Insurance LLC Medicaid partnerships Taxation trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Insurance LLC Medicaid partnerships Taxation trusts

Title: Senior Estate Planning Attorney / Trusts & Estates Counsel Job Responsibilities: The Senior Estate Planning Attorney will serve as a key substantive resource within the estate-planning team at the law firm. The responsibilities include: - Serving as a substantive estate-planning resource to...

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Posted On Sep 01, 26
Full-time 5 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,...

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Posted On Sep 07, 26
Full-time 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...

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Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

engagements for high-net-worth individuals, family offices, and closely held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - S...

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Posted On Jul 17, 26
Full-time 17 views Experience : 3-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Mid-Level Trusts and Estates Associate in New York, NY. This role involves working with high net worth clients on complex tax, estate planning, and asset preservation matters. The successful candidate will join a team of...

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