- United Placement Group (Bradenton, FL)
- …professional with a passion for helping others? Join our established and rapidly growing estate planning firm as an Appointment Setter and play a vital role ... detail Professional demeanor and work ethic Customer service, sales, or estate planning experience-or the ability to learn quickly Familiarity with Windows-based… more
- Offit Kurman (Bethesda, MD)
- Offit Kurman, a dynamic and expanding firm, is seeking an Estate Planning and Administration Associate to join one of our Maryland offices. This is an excellent ... Requirements: Minimum of three (3) years of experience drafting estate planning documents and administering estates in Maryland Proficiency in drafting… more
- LHH Recruitment Solutions (Chicago, IL)
- Legal Assistant - Estate Planning | Chicago, IL | $60,000-$90,000 + Benefits Location: Chicago, IL Salary: $60,000 - $90,000 per year (commensurate with ... Full-time, Direct Hire Are you an experienced Legal Assistant with a background in Estate Planning law ? LHH is currently recruiting on behalf of a respected law… more
- Software Placement Group (Dallas, TX)
- Trust and Estate Planning Associate Attorney Join a top-tier AmLaw 50 law firm in Dallas as a Trust and Estate Planning Associate Attorney, where you ... guide high-net-worth clients, business owners, and charitable organizations through complex estate planning , trust administration, and overall wealth management.… more
- The Freelance Firm (Coral Gables, FL)
- …legal projects for our client law firms. We are now interviewing for a full-time Estate Planning Attorney with experience in sophisticated trusts and estate - ... experience in relevant practice areas - Experience with sophisticated Trusts and Estate Planning matters - Analyze sophisticated trust and estate planning… more
- JDS Law, Inc. (Temecula, CA)
- …A specialized law firm based in Temecula, California, is seeking an experienced Estate Planning Paralegal with the right mix of personality and technical ... firm or equivalent environment required. *1+ year hands-on experience drafting estate planning documents using Wealth Docx highly preferred; scenario-building… more
- VCU Health (Richmond, VA)
- The Real Estate Planning Project Manager in a healthcare setting is responsible for overseeing the strategic planning , development, and execution of real ... regulatory compliance, and long-term organizational goals. Essential Job Statements Strategic Planning & Development Collaborate with real estate team and… more
- Shoup Legal, a Professional Law Corporation (Murrieta, CA)
- Job Type Full-time Description Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that ... to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in… more
- Carson Group (Omaha, NE)
- …As a key member of the Advanced Solutions leadership team, the Vice President of Estate Planning plays a strategic and client-facing role in delivering estate ... individual will also help lead the strategic evolution of the firm's estate planning offering across offices and markets. This role requires both deep technical… more
- Raag Solutions (Madison, WI)
- …should have solid estate plan drafting, estate and trust administration, estate and gift tax planning , and business succession planning experience. ... Specifically, candidates should have some experience drafting complex estate plan and business succession planning documents for high net worth individuals,… more
- International Staffing Consultants, Inc. (Garden City, NY)
- …focus on client needs and professional growth. Key Responsibilities: Conduct comprehensive estate planning and asset preservation for clients. Oversee business ... planning and the creation of charitable trusts. Manage international estate planning and intricate tax strategies. Administer estates, utilizing strategies… more
- EisnerAmper LLP (New York, NY)
- … planning and advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . Take on the primary review of ... seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice....You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and… more
- Ascend Partner Firms (San Jose, CA)
- …Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning , and wealth transfer strategies. Conduct tax ... 1065, 1120, 1040, and 1041. Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and… more
- Alchemy Legal (New York, NY)
- …and tax professionals to ensure accurate and timely tax filings. Draft basic estate planning documents including advanced directives (POA/HCP/LW) and trust fund ... letters. Familiarity with ILS a plus. Finalize estate planning documents for signing appointments. Coordinate the funding of revocable and irrevocable trusts,… more
- Fidelity Investments (Bellevue, WA)
- …asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning , as well as income and retirement planning ... Job Description: Wealth Management Planning Consultant For you, client interactions aren't just...key component to the role of the Wealth Management Planning Consultant. The Expertise We're Looking For FINRA Series… more
- International Staffing Consultants, Inc. (Melville, NY)
- Our client is a law firm specializing in Elder Law and Trust & Estate Planning . With multiple offices on Long Island, they are expanding and seek an experienced ... legal advice to its clients, helping them navigate the complexities of estate planning , and ensuring the protection and management of their assets Provide… more
- MassNAELA (Beverly, MA)
- …development DesRosiers & Tierney, LLC is seeking an Associate Attorney for its Estate Planning , Probate/ Estate Administration and Elder Law practice ... Tierney is a boutique law firm concentrated in the areas of estate planning , business succession planning , corporate transactions, asset protection, elder… more
- Blackbird Recruiting (Brooklyn, NY)
- …management firm, provides personalized investment solutions for private clients, specializing in estate planning , Medicaid planning , and wealth preservation. ... financial guidance. The In-House Attorney will provide legal expertise in estate planning , Medicaid planning , and regulatory compliance, collaborating with… more
- Gpac (Los Angeles, CA)
- …with a well-established Legal firm in Los Angeles that has a focused practice on estate planning , estate and trust administration and estate and ... Job Description Are you an experienced Trust and Estate Administration Attorney looking for an amazing opportunity...salary structure and outstanding benefits as a Trust and Estate Administration Attorney. This position will begin in office… more
- Direct Counsel (Seattle, WA)
- …clients on environmental and land use aspects as they pertain to real estate matters Engage in strategic planning , negotiation, and representation for client ... Position: Real Estate Attorney - Real Estate , Environmental & Land Use Group (Seattle, WA) Experience Level: Mid-Level (3-6 years) Direct Counsel is actively… more
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