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Alternative investments (commodities, CPI-linked instruments, real estate loans) Financial instruments and transactions as it relates to fund investments; including: Fixed income and equity securities, Derivatives, including foreign currency derivatives, Structured finance (asset-backed and mortgage-backed securities, grantor trusts, REMICs, CMOs, CDOs, CLOs, and other credit derivatives), REITs, PFICs, and Distressed debt instruments.
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Draft, review, and modify estate planning documents, including trusts, wills, powers of attorney, and advanced directives. The candidate will be responsible for handling all stages of estate planning and trust administration, client management, and advising on wealth transfer strategies for high-net-worth individuals.
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The ideal candidate will have extensive experience in tax compliance, federal tax, technical tax, tax planning, BSC, Bachelors Degree in Accounting, Juris Doctor, technical tax memorandum, estate planning tax attorney, tax attorney, and planning tax attorney.
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As a key member of the firm, our client is looking for a savvy attorney who can bring a strong team player mentality, along with a background in business litigation and a proven track record of successfully managing complex and high-end cases related to real estate, business, probate, trust, civil, and financial matters.
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Providing legal counsel to management and business partners in our Wealth Management business on a broad range of trust and fiduciary matters, including review of trust documents, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation and complex trust/fiduciary legal issues.
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Serving as a resource and providing legal advice to internal partners in our Wealth Management business concerning on-going trust, estate and guardianship administration matters and questions that arise.
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
$103,320 - $235,170 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus.
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Are you a talented lawyer with expertise in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Minimum of two (2) years experience in any two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate.
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Top tier land surveying and civil engineering company servicing some of the most expensive real estate in California Culture that encourages a relaxed, yet professional environment Small enough to receive mentoring and large enough to provide career advancement opportunities Excellent benefits (Medical, Dental, Vision, 401k, PTO.
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Today, as the nation's second largest non-bank retail mortgage lender, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions.
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McCarthy Cook & Co. is a privately-held commercial real estate investment and management firm with offices in Orange County, Los Angeles, San Francisco, and San Diego. We are a passionate and collaborative team of disciplined real estate professionals that make up avertically integrated real estate operating company which visions, invests in and manages great work environments focused on creative office campuses and mixed-use office and life-science investments.
$65,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. Company DescriptionThe Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with our compassion and care.
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We are focused on serving the audit, accounting and tax needs of private companies and not-for-profit organizations operating in a wide range of industries, including construction, insurance, real estate, and manufacturing.
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Tax Senior Manager (Real Estate & Partnerships) Minimum 10 years of Real Estate Partnership tax experience in public accounting. Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote.
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real estate jobs Title: real estate attorney Company: Berkshire Hathaway Homeservices Homesale Realty Maryland in Newport Beach, CA
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