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Wealth Transfer Jobs in Rancho Santa Margarita

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United States
Posted On Sep 21, 26
Full-time 27 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates

Firm Seeking Experienced Trust and Estates Paralegal in South Orange County Salary Information: - Competitive salary based on experience and qualifications - Benefits package available, including health insurance, 401(k), and paid time off Job Title: - Experienced...

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Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in the Private Tax and owners of private wealth. The role involves advising... business entities, and private wealth management, including personal business......

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary litigation gift tax Litigation partnerships Probate trusts wealth management wealth transfer Wills

Title: Senior Trusts & Estates Attorney Job Responsibilities: - Advise high net worth clients on comprehensive estate planning strategies, encompassing wills, revocable and irrevocable trusts, family limited partnerships, and charitable planning. - Draft, review, and implement complex estate planning documents, trust instruments, powers...

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts
Practice Area:
Trusts and Estates - General Probate
Job Tags:
estates fiduciary gift tax health insurance Insurance trusts

with clients and gather information necessary for trust administration. - Draft trust administration documents, including trust certifications, asset allocation schedules, and documents related to the transfer of assets to beneficiaries. -... Assist with all aspects of trust administration and related legal matters. Educat...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Business Law Estate Planning health insurance Intellectual Property Trademark trusts Wills

Title: Paralegal - Estate Planning (Wills & Trusts) Job Responsibilities: - Drafting of estate planning documents such as wills, trusts, and powers of attorney. - Preparing and organizing client intake and estate planning questionnaires to facilitate smooth client processing. - Coordinating document execution, ensuring...

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Posted On Sep 01, 26
Full-time 11 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: A Private Banker is tasked with developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage....

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Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 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 in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client...

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Posted On Sep 22, 26
Full-time 7 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

providing personal and private tax advice and compliance support to business 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 client...

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Posted On Jul 08, 26
Full-time Experience : 10-10 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

Lead Private Banker WHAT IS THE OPPORTUNITY? The role involves developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management,...

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Posted On Sep 18, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

single-family, multi-family, and virtual-family office clients, as well as multi-generational families. The primary responsibilities include: - Providing a full spectrum of tax services such as structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Managing and overseeing the enga...

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Posted On May 26, 26
Full-time 7 views Experience : 10-15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates family Taxation trusts wealth transfer

estate planning strategies, including wealth transfer, tax planning, and... asset protection. - Design and implement sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and maintain strong client relationships, serving as a trusted advisor on complex and...

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Posted On Sep 29, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements depositions Estate Planning fiduciary pleadings Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements depositions Estate Planning fiduciary pleadings Probate Software trusts Wills

Title: Probate and Trust Administration Attorney Job Responsibilities: - Represent trustees, personal representatives, beneficiaries, and other fiduciaries in trust and probate matters. - Analyze wills, revocable trusts, irrevocable trusts, powers of attorney, beneficiary designations, and other estate planning documents. - Advise clients regarding fiduciary...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

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Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

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Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

and income tax planning strategies, including wealth-transfer structuring, business succession planning,... and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift trusts, and advanced transfer instruments, including GRATs, IDGTs,... and SLATs. Manage trust administration matters for high-net-worth...

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Posted On Aug 13, 26
Full-time 21 views Experience : 5-20 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: Senior Trusts & Estates AttorneyJob Overview: A well-established law firm in Irvine, CA, is seeking a highly experienced Trusts & Estates Attorney to join its sophisticated tax and estate planning group. This role requires advanced knowledge in trust administration,...

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