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Wealth Transfer Jobs in Michigan

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United States
Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation

Title: Paralegal Job Responsibilities: - Support estate and trust administration matters, including drafting probate court pleadings, notices, inventories, accountings, fiduciary documents, and proposed distribution schedules. - Track and manage deadlines related to probate proceedings, court filings, tax filings, hearings, and procedural requirements to...

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Posted On Sep 08, 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 - Manager Job... compliance support to business owners, business-owning families, and private wealth owners. Key responsibilities include: -... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting...

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Posted On Sep 08, 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 - Manager Job... business-owning families, and owners of private wealth. You will advise on... a variety of matters involving family, business entities, and private wealth management. This includes handling... High Net Worth Individuals’...

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Posted On Aug 25, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning fiduciary general litigation Insurance Litigation pleadings Probate probate litigation

Title: Paralegal-Probate and Estate Planning Job Responsibilities: - Support estate and trust administration matters by drafting probate court pleadings, notices, inventories, accountings, fiduciary documents, and proposed distribution schedules. - Track and manage deadlines related to probate proceedings, court filings, tax filings, hearings, and...

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Posted On Aug 24, 26
Full-time Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Assist with drafting estate planning and business succession documents for high-net-worth individuals and business owners. - Support income, gift, estate, and generation-skipping transfer tax planning analyses. - Contribute... to charitable planning and tax-exempt organization matters. - Involve in estate and trust administration,...

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Posted On Aug 26, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer

Title: Trusts + Estates Associate Job Responsibilities: - Develop comprehensive estate plans tailored to clients' specific needs and goals. - Advise clients regarding the tax implications of estate planning and strategies to minimize tax liabilities through gift and estate tax planning. - Handle the...

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Posted On Aug 26, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer

Title: Trusts + Estates Associate Job Responsibilities: - Develop comprehensive estate plans tailored to clients' specific needs and goals. - Advise clients regarding the tax implications of estate planning and strategies to minimize tax liabilities. - Handle the probate process, including court proceedings, asset...

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Posted On Aug 26, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
agreements Corporate Law Estate Planning estates family fiduciary gift tax Insurance Partnership Probate Taxation trusts wealth transfer

Title: Trusts + Estates Associate** **Job Responsibilities:** The Trusts + Estates Associate at the law firm will be responsible for a variety of tasks within the Trusts + Estates Practice Group. Key responsibilities include: - Developing comprehensive estate plans tailored to meet clients'...

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Posted On Aug 21, 26
Full-time 2 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 Private Clients, Trusts & Estates Senior Associate / Counsel/ Income Partner will work primarily with two partners who have active and expanding practices. The attorney will assist...

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Posted On Aug 21, 26
Full-time 13 views Experience : Min 8 yrs required
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth management wealth transfer
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth management wealth transfer

Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...

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Posted On Aug 21, 26
Full-time 16 views Experience : Min 8 yrs required
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth transfer
Job Tags:
Business Law Estate and Trust finance health insurance Software Taxation wealth transfer

Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

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Posted On Aug 21, 26
Full-time 5 views Experience : 8-10 yrs required
Job Tags:
Estate and Trust family finance gift tax health insurance Software trusts wealth management wealth transfer
Job Tags:
Estate and Trust family finance gift tax health insurance Software trusts wealth management wealth transfer

Title: Tax Principal - Estate, Gift & Trust Job Responsibilities: - Strategic Tax Compliance and Oversight: - Lead the preparation and review of complex estate, gift, and trust tax returns (Forms 706, 709, and 1041) for high-net-worth individuals, families, and trusts. -...

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Posted On Aug 02, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law construction Estate and Trust Estate Planning finance gift tax pleadings Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law construction Estate and Trust Estate Planning finance gift tax pleadings Probate Software

members in estate planning, wealth transfers, and estate and... trust administration. - Manage trust and estate administration tasks, including preparing and filing probate pleadings and beneficiary and creditor notices, inventories, accountings, and file deeds and property transfer affidavits. - Draft routine estate......

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Posted On Aug 03, 26
Full-time 5 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Title: Estate and Succession Planning Attorney Job Responsibilities: - Meet with clients to understand their estate planning needs and draft appropriate legal documents such as Wills, Trusts, Powers of Attorney, Health Care Directives, irrevocable trusts, and business planning documents. - Provide advice on...

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Posted On Aug 03, 26
Full-time 4 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Title: Estate and Succession Planning Attorney Job Responsibilities: - Meet with clients to understand their wishes and draft appropriate legal documents. This includes Wills, Trusts, Powers of Attorney, Health Care Directives, irrevocable trusts, and business planning documents. - Provide advice on estate, gift,...

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Posted On Aug 03, 26
Full-time 3 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

irrevocable trusts, and business planning documents. - Provide advice on estate, gift, GST tax, and income tax matters, focusing on estate and tax planning for mid to high net worth individuals and families, as well as transfer tax and charitable plannin......

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Posted On Aug 03, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

trusts, and business planning documents. - Advise clients on estate, gift, GST tax, and income tax matters, focusing on estate and tax planning for mid to high net worth individuals and families, as well as income tax, transfer tax, and ch...

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Posted On Aug 03, 26
Full-time 5 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Title: Estate and Succession Planning Attorney Job Responsibilities: - Meet with clients to understand their estate planning and succession wishes and draft appropriate legal documents such as Wills, Trusts, Powers of Attorney, Health Care Directives, irrevocable trusts, and business planning documents. - Provide...

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Posted On Aug 05, 26
Full-time Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Ann Arbor, MI. This role involves working with partners on significant multi-line and multi-generational client matters, advising family offices,...

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