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Wealth Transfer Jobs in Redwood City

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United States
Posted On Sep 24, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - 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 Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Asset Protection community property equity Estate and Trust Estate Planning family fiduciary litigation private client wealth transfer

within the law firm. This involves advising high-net-worth individuals, families, and fiduciaries on complex estate planning, asset protection, wealth transfer, and tax matters.... The successful candidate will serve as a trusted advisor to clients navigating multi-generational wealth strategies and contrib...

Posted On Jul 02, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
abuse civil litigation civil procedure Conservatorship depositions Estate and Trust evidence Litigation Probate stage wealth transfer

Title: Probate & Trust Litigation Attorney Job Responsibilities: - Handle plaintiff-side probate and trust litigation across California, including will and trust contests, undue influence and elder financial abuse claims, breach of fiduciary duty, trustee removal petitions, accountings and surcharge actions, and conservatorship...

Posted On Sep 22, 26
Full-time 2 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... to business owners, business-owning families, and owners of private wealth. Your primary responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex family and business structu...

Posted On Jul 08, 26
Full-time 2 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Estate Planning family gift tax Insurance matrimonial Partnership Probate trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Estate Planning family gift tax Insurance matrimonial Partnership Probate trusts wealth transfer

on complex estate and wealth transfer strategies and trust... documents, including revocable and irrevocable trusts such as IDGTs, BDGTs, GRATs, and ILITs. - Collaborate with CPAs, wealth advisors, and family office... teams to ensure coordinated planning across disciplines. - Identify and pro...

Posted On Sep 24, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Formation Estate Planning family gift tax Insurance matrimonial Partnership Probate trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Formation Estate Planning family gift tax Insurance matrimonial Partnership Probate trusts wealth transfer

on complex estate and wealth transfer strategies and trust... estate planning documents, including revocable and irrevocable trusts such as IDGTs, BDGTs, GRATs, and ILITs. - Collaborate with CPAs, wealth advisors, and family office... teams to ensure coordinated planning across disciplines. -...

Posted On Sep 23, 26
Full-time 6 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

Job Description Job Title: Experienced Attorney (7+ years) Job Responsibilities: The law firm is seeking a full-time Trusts and Estates senior associate or lateral partner to join their esteemed team. This role is integral to their growing practice, which involves implementing sophisticated planning...

Posted On Sep 23, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates trusts

practices. - Implement sophisticated estate planning techniques for high net worth individuals and families. - Engage in estate and tax planning, including estate administration, income tax, transfer tax, and charitable planning. -... Handle pass-through entity planning (LLCs and LPs) and business succession plann...

Posted On Sep 22, 26
Full-time 2 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... structures. - Provide support in wealth transfer, succession planning, and... governance strategies. - Navigate the unique challenges of multijurisdictional families and cross-border tax matters. - Manage and deliver processes, solutions, and projects with a...

Posted On Sep 01, 26
Full-time 1 views 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

on complex tax matters. This includes 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 ultra-high-net-worth individual and family office tax compliance engagements, ensuring te...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust administration, and tax-related matters. This role demands expertise in drafting and implementing complex estate planning strategies such as Generation-Skipping Transfer (GST...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills

Overview Law firm is a boutique estate planning law firm dedicated to providing sophisticated, personalized planning solutions for high-net-worth individuals, families, and closely held business owners. We are seeking an experienced Estate Planning Attorney to join our team. This is an...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family private client trusts wealth transfer

Advise clients on multi-generational wealth planning and tax optimization... their advisors, and the senior supervising partner. - Draft complex estate plans, charitable gift agreements, and trust structures tailored to sophisticated client needs. - Structure and implement strategic wealth transfer technique...

Posted On Aug 16, 26
Full-time 63 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements conveyance documents deeds of trust Estate Planning estates Partnership Probate Software Taxation trusts

firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...

Posted On Aug 16, 26
Full-time 73 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts
Practice Area:
Probate Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates gift tax Probate Taxation trusts

Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...

Posted On Jul 09, 26
Full-time 3 views Experience : 2-13 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

experience in estate and wealth planning, and trust and... estate administration, with a client-focused clients on complex estate and wealth transfer strategies and trust... and implement estate planning documents, including various trusts....

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