Legal Wealth Transfer Jobs Jobs in Silver Spring, MD

Estate & Tax Planning Attorney / Probate Attorney / Tax - Private Client Services Attorney / Tax - Federal Attorney / Trusts and Estates - General Attorney / Tax - General Attorney in Bethesda, MD

Law Firm • **Members Only** Bethesda, MD

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Posted On Jun 17, 26

Full-time 38 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning Probate Tax - Private Client Services Tax - Federal Trusts and Estates - General Tax - General

Job Tags:

Asset Protection equity Estate and Trust Estate Planning estate tax estates fiduciary gift tax Insurance Probate Taxation trusts wealth transfer

practice, collaborating with experienced senior attorneys. Key responsibilities include: - Drafting and implementing sophisticated estate planning strategies, such as: - Foundational estate planning documents - Business succession planning - Asset protection planning - Complex estate and wealth transfer strategies, including Ge......

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Attorney in Bethesda, MD

In-House • **Members Only** Bethesda, MD

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Posted On Aug 19, 26

Full-time 2 views Experience : Min 7 yrs required

Job Tags:

estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

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Partner in Estate & Tax Planning, Trusts and Estates - General in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Jun 15, 26

Full-time 9 views Experience : Min 7 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Asset Protection developers Estate Planning family gift tax Insurance matrimonial Partnership trusts wealth transfer

business owners on complex estate and wealth transfer strategies, asset protection... structures, trust administration, business succession planning, and charitable and philanthropic strategies. The role involves identifying and advising on income, estate, gift, and generation-skipping transfer tax issues. The Partner......

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Sep 03, 26

Full-time 7 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning estates family Insurance International Law private client trusts

Title: Private Client Services Associate Attorney - Midlevel Job Responsibilities: The Private Client Services Associate Attorney will be responsible for: - Assisting individuals and families with sophisticated estate and tax planning techniques. - Creating and administering family offices. - Administering,...

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Tax - Private Client Services Attorney / Tax - International Attorney / Estate & Tax Planning Attorney / Tax - General Attorney / Trusts and Estates - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Aug 22, 26

Full-time 8 views Experience : Min 5 yrs required

Practice Area:

Tax - Private Client Services Tax - International 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 Department at the law firm is seeking an associate with a minimum of 5 years of international tax and estate planning experience. The candidate...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Aug 21, 26

Full-time 2 views Experience : 8-10 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

criminal equity Estate Planning estates family fiduciary second chair trusts

Title: Private Clients, Trusts & Estates Senior Associate / Counsel / Income Partner Job Responsibilities: The position involves significant responsibilities working with two experienced partners in the Private Clients, Trusts & Estates practice at a law firm. The attorney will: - Second chair...

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Legal Staff Paralegal in Washington, DC (Remote)

Law Firm • **Members Only** Washington, DC

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Posted On Sep 03, 26

Full-time 1 views Experience : Min 2 yrs required

Practice Area:

Corporate - General Real Estate - General Estate & Tax Planning Probate

Job Tags:

Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

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Tax - Private Client Services Attorney / Estate & Tax Planning Attorney / Tax - General Attorney / Trusts and Estates - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Sep 11, 26

Full-time 1 views Experience : 2-3 yrs required

Practice Area:

Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General

Title: Private Client Services Associate - Junior to Mid-Level Job Responsibilities: The Private Client Services Associate will join the Private Client Services group within the Tax Practice. The group provides an interdisciplinary approach to addressing the complex needs of wealthy...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Sep 07, 26

Full-time 29 views Experience : Min 9 yrs required

Job Tags:

banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision making. - Present in an easily digestible, conversat...

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Corporate - Asset/Investment Management Attorney / Tax - General Attorney / Tax - Federal Attorney / Corporate - General Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Jul 29, 26

Full-time Experience : Min 5 yrs required

Practice Area:

Corporate - Asset/Investment Management Tax - General Tax - Federal Corporate - General

Job Tags:

40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing

support for the company’s wealth-focused investment products across all... structuring of the company’s wealth-focused funds, focusing on new... product development, fund formation, fund structuring, fund governance, and operational matters across the company’s wealth platform. - Advise on... both private funds...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 17, 26

Full-time

Job Tags:

Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation, including planning and execution of client tax engagements. - Collaborate with specialists regarding...

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Attorney in Washington, DC

In-House • **Members Only** Washington, DC

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Posted On Aug 17, 26

Full-time 2 views

Job Tags:

Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and profitability...

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Corporate - Securities and Capital Markets Attorney / Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Sep 04, 26

Full-time 6 views Experience : Min 7 yrs required

Practice Area:

Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General

Job Tags:

40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

specifically in the Private Wealth Public Funds (PWPF) Legal... Group. This role is integral to supporting the legal needs of Blackstone Real Estate Income Trust (BREIT) and involves a wide range of responsibilities focused on global fundraising, marketing initiatives, and...

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Sep 07, 26

Full-time 4 views Experience : Min 5 yrs required

Job Tags:

ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

and partnering across multiple solution families, such as Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. You... will address complex and cross-functional tax matters, collaborating with WNTO leadership and staff and working closely with Tax Business L...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Greenbelt, MD

Law Firm • **Members Only** Greenbelt, MD

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Posted On Jul 28, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates Insurance trusts wealth transfer Wills

regarding estate planning and wealth transfer. - Prepare and... review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance medical directives. - Develop strong, trusted relationships with clients and communicate complex legal concepts effectively. -...

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Attorney in McLean, VA

In-House • **Members Only** McLean, VA

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Posted On Aug 27, 26

Full-time 4 views Experience : Min 8 yrs required

Job Tags:

agreements international business marketing Software

Title: Global Employer Services-Expatriate Tax Senior Manager Job Responsibilities: - Advise clients on international assignment structuring and present researched conclusions and recommendations for alternative courses of action. - Identify methods for complying with tax obligations and review and sign expatriate US...

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Associate - Private Wealth

Recruiter • **Members Only** Washington, DC

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Posted On Jul 27, 26

Full-time 9 views Experience : 2-10 yrs required

Practice Area:

Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General

firm seeks a Private Wealth Associate with 3-5 years... of experience to join its team in Washington, . This position is ideal for an attorney with a strong technical background in trusts and estates and tax planning, interested in working...

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Wealth Transfer Jobs in Silver Spring

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