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Wealth Transfer Jobs in Portland

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United States
Posted On Jun 30, 26
Full-time 16 views
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law bylaws Estate Planning Genetics gift tax Probate Software trusts wealth transfer Wills

of estate planning, including wealth transfer strategies, charitable planning,... wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives. - Draft comprehensive estate planning documents tailored to client needs and objectives. - Assis...

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... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

Posted On Aug 29, 26
Full-time 30 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements community property construction equity Estate and Trust life sciences Natural Resources Probate trusts wealth transfer Wills
Practice Area:
Nonprofit / Charities Law Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements community property construction equity Estate and Trust life sciences Natural Resources Probate trusts wealth transfer Wills

Provide legal work in wealth transfer strategies and advice,... including drafting wills, trusts, powers of attorney, and community-property agreements. - Manage trust and probate administration and controversies. - Offer advice to charitable organizations. - Handle guardianships and conservatorships. - Provide tax support for the...

Posted On Jul 27, 26
Full-time 25 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

in estate planning, including drafting wills and trusts, administering estates, and advising on tax strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, along with... exceptional interpersonal skills to build lasting client cli...

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