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Wealth Transfer Jobs in Scappoose

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  3. Oregon
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United States
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 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 18, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance LLC Probate Profit Sharing trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance LLC Probate Profit Sharing trusts Wills

Title: Trust Administration Paralegal Job Responsibilities: - Analyze estate plans, including trust agreements and wills. - Manage trust administration matters following a death. - Coordinate with the probate department on certain administration files. - Serve as a primary day-to-day contact for multiple clients and trustees. -...

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... 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 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve... Advisor teams focusing on wealth planning services for high-... worth clients. - Lead the wealth planning engagement process with... to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather... information, run...

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: As a Tax Senior within the company’s Individual Tax Services – High Net Worth group, your responsibilities will include: - Preparing and reviewing complex federal,...

Posted On Aug 07, 26
Full-time 12 views Experience : 3-20 yrs required
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Nonprofit / Charities Law Estate & Tax Planning Probate Trusts and Estates - General

a strong background in wealth transfer strategies, trust and... probate administration, and charitable organization advice. This role requires a minimum of five years of legal experience and a commitment to client service wills, trusts, powers of attorney, and community-property...

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