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Wealth Transfer Jobs in Marina Del Rey

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United States
Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Title Private Banker Job Responsibilities - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -...

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Posted On Jul 26, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family health insurance Insurance Partnership Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family health insurance Insurance Partnership Probate Taxation trusts wealth transfer Wills

and trust planning strategies. - Draft and structure wills, revocable and irrevocable trusts, powers of attorney, and related estate planning documents. - Design tax-efficient wealth transfer strategies, including gifting... strategies, GRATs, ILITs, Dynasty Trusts, and other advanced planning vehicles. - Handle trust admi...

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Posted On Jun 05, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
due diligence Estate Planning estate tax estates Insurance limited liability companies pleadings Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
due diligence Estate Planning estate tax estates Insurance limited liability companies pleadings Probate trusts

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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Posted On Sep 11, 26
Full-time 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...

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Posted On Aug 17, 26
Full-time 1 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...

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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...

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Posted On Jun 15, 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...

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Posted On Jun 05, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate probate litigation renewals trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Probate probate litigation renewals trusts Wills

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
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Probate Profit Sharing Software trusts Wills

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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Posted On Jul 01, 26
Full-time 9 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary gift tax Harassment private client trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary gift tax Harassment private client trusts Wills

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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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...

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Posted On Sep 02, 26
Full-time 7 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...

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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...

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Posted On Aug 27, 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...

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Posted On Aug 27, 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...

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Elder Law Attorney

Recruiter • **Members Only** Los Angeles, CA

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Posted On Jul 29, 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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