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Wealth Transfer Jobs in Naranja

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United States
Posted On Sep 21, 26
Full-time 26 views Experience : Min 3 yrs required
Practice Area:
Probate
Job Tags:
Asset Protection Estate Planning estates family pleadings Probate Software trusts
Practice Area:
Probate
Job Tags:
Asset Protection Estate Planning estates family pleadings Probate Software trusts

Join Trust Counsel PL as a Probate Paralegal in Coral Gables, FL H2: Experienced Paralegal with Trusts & Estates Background Needed **This is NOT an Entry-Level Position. You MUST have Prior Trusts & Estates Experience as a Paralegal....

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Posted On Sep 10, 26
Full-time 8 views Experience : 4-6 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - Residential Transactions Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - Residential Transactions Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

real estate aspects of wealth transfer strategies, succession planning,... and tax-efficient structuring. - Advise private clients, family offices, and trusts on residential and commercial real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles,...

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Posted On Sep 23, 26
Full-time 54 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection banking corporate transactions Estate Planning family fiduciary gift tax Insurance Partnership partnerships Probate Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection banking corporate transactions Estate Planning family fiduciary gift tax Insurance Partnership partnerships Probate Software trusts

Title: Experienced Estate Planning Attorney Job Responsibilities: - Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. - Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Probate

Title: Paralegal Job Responsibilities: - Drafting probate or administration proceeding papers. - Collecting and valuing assets. - Maintaining estate asset lists with date of death values. - Managing the payment of debts and bequests. - Corresponding with clients through heavy client contact, both verbal and written. -...

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Posted On Sep 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family health insurance Insurance Probate Profit Sharing trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family health insurance Insurance Probate Profit Sharing trusts Wills

Title: Director of Client Services in the Estate Planning Department Job Responsibilities: - Conduct initial Estate Planning consultations with prospective clients, addressing their goals and concerns, and recommending appropriate solutions. - Build trust with prospective clients to help them understand the value of...

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Posted On Sep 21, 26
Full-time 39 views
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
Asset Protection Estate Planning estates family health insurance Insurance Litigation pleadings Probate probate litigation Profit Sharing Software trusts
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
Asset Protection Estate Planning estates family health insurance Insurance Litigation pleadings Probate probate litigation Profit Sharing Software trusts

Firm Seeking Experienced Probate Litigation Paralegal in South Florida - Must have previous probate administration and litigation experience - Full-time, in-office position in Coral Gables, FL - Long-term position with room for growth and advancement within the firm -...

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Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Real Estate - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Tax Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Real Estate - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Tax Estate & Tax Planning Probate Tax - General Trusts and Estates - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

real estate aspects of wealth transfer strategies, succession planning,... and tax-efficient structuring. - Advise private clients, family offices, and trusts on residential and commercial real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles,...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Energy Estate and Trust Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client trusts wealth transfer

laws. - Develop tax-efficient family wealth transfer strategies through estate,... tax, business succession, and asset protection planning. - Manage estate and trust administration matters effectively, both in and out of the Florida court system. - Advise high net worth individuals, fiduciaries, and fa...

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Posted On Sep 22, 26
Full-time Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning private client stage Taxation
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning private client stage Taxation

on structuring and implementing wealth-transfer strategies under the guidance... of senior attorneys. - Engaging in domestic estate, gift, and income tax planning; international income, gift, and estate tax planning experience is advantageous. - Excel in a fast-paced, collaborative, and client-focused practice. - Maintain...

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Posted On Jun 30, 26
Full-time 13 views Experience : 2-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate Planning estates Guardianship Insurance pleadings power of attorney Probate trusts Wills

drafting wills, establishing trusts, implementing asset protection strategies, and preparing healthcare directives and power of attorney documents. - Handling Probate & Estate Administration: Assist families in settling estates efficiently, ensuring a smooth transfer of assets and addressing... any legal complexities that...

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Posted On Jun 30, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Guardianship Insurance pleadings Probate title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives, ensuring documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship Cases: Prepare probate pleadings, guardianship...

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Posted On Aug 22, 26
Full-time 109 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities The Private Client International Tax and Estate Planning Associate/Senior Associate at the law firm is responsible for advising on international tax matters and developing cross-border planning...

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Posted On Jul 17, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

individuals and families with cross-border considerations. - Trust and Estate Administration: Manage and administer trusts and estates, ensuring compliance with applicable laws and regulations. - Tax Planning: Engage in estate, gift, and generation-skipping transfer tax planning to optimize... tax outcomes for clients....

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Posted On Jul 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements document review Estate Planning estates Family Law fiduciary health insurance Insurance Litigation pleadings Probate probate litigation Software trusts Wills

Title Probate Paralegal Job Responsibilities The Probate Paralegal at the law firm is responsible for managing estate administration, probate proceedings, and related legal documentation. This role encompasses a variety of tasks to support attorneys in handling complex estates, trust administration,...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

trusts, estates, guardianship, and transfer taxes. The candidate will... and support within the Wealth Management business, specifically in... the following areas: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

Tax Services - Private Wealth Job Responsibilities: - Lead and... high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning. - Design... and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth tr...

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Posted On Jul 03, 26
Full-time 3 views Experience : 2-11 yrs required
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General
Practice Area:
Trusts and Estates - General Tax - General Estate & Tax Planning Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Finance Real Estate - General

offers a unique opportunity for a mid-level attorney to engage in sophisticated real estate transactions for high-net-worth clients and their with estate planning attorneys on wealth transfer strategies and tax-efficient... clients on real estate acquisitions, dispositions, and financings....

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