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Wealth Transfer Jobs in Long Island City

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United States
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 07, 26
Full-time 16 views Experience : 4-7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
equity Estate and Trust Estate Planning estates family health insurance Insurance partnerships trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
equity Estate and Trust Estate Planning estates family health insurance Insurance partnerships trusts wealth transfer Wills

Job Title: Private Wealth Services Associate Job Responsibilities: - Advise... gift, estate, and generation-skipping transfer taxes. - Structure and implement... may include wills, revocable and irrevocable trusts, family limited partnerships, and LLCs. - Counsel clients on wealth preservation, business succession planning,... and philanthropic...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients... of their estate and wealth transfer plans, including making... recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant information, ensuring coordinated...

Posted On Jul 14, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills

Title: Associate - Trusts & Estates / Private Client Practice Job Responsibilities: - Advising high-net-worth individuals, multigenerational families, family offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable...

Posted On Jul 28, 26
Full-time 7 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family gift tax Probate title trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family gift tax Probate title trusts wealth transfer Wills

asset protection and tax-efficient wealth transfer. - Administer probate and... trusts under Colorado Revised Statutes (.) Title 15, managing the process from the initial filing to the final closing. - Represent clients in contested probate cases, will disputes, and trust litigation...

Posted On Aug 22, 26
Full-time 6 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
equity Estate Planning family Partnership private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
equity Estate Planning family Partnership private client wealth transfer

Title: Cross-Border Private Client & Tax Associate or Counsel Lawyer Job Responsibilities: The Cross-Border Private Client & Tax Associate or Counsel Lawyer will be part of a close-knit team that provides services to substantial global families with a presence in North America,...

Posted On Sep 01, 26
Full-time 3 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning estates gift tax partnerships trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning estates gift tax partnerships trusts

Title: Senior Estate Planning Paralegal – Advanced Tax Planning Job Responsibilities: - Collaborate closely with senior estate-planning attorneys to manage complex estate, gift, and GST tax planning matters. - Review and revise sophisticated estate-planning documents based on instructions from attorneys. - Coordinate and manage...

Posted On Sep 08, 26
Full-time 3 views Experience : Min 10 yrs required 1 applications
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

planning, asset protection, and wealth transfer planning. - Handle... complex trust and estate administration matters. - Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues. - Work closely with attorneys throughout the law firm on tax,...

Posted On Aug 09, 26
Full-time 11 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced Non-Equity Partner to join its Trusts & Estates practice in Midtown Manhattan. The successful candidate will collaborate with the Practice Lead to enhance the planning and administration aspects of the Trusts & Estates and...

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