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Job Title: Estate Planning ParalegalJob Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process. Prior experience working as a paralegal in estate planning or probate administration preferred.
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Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Seeking estate planning paralegal to join our New Jersey Office. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Job Title: Tax, Trust & Estate AssociateJob Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans, drafting estate planning documents, and providing guidance on wealth preservation and transfer strategies.
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Communicate complex tax concepts and estate planning strategies in a clear and understandable manner. Previous experience in tax law, estate planning, or trust administration preferred.
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Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join Hackensack New Jersey office. Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques.
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Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures.
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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
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Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus. Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Prior experience working as a paralegal in trust and estate administration preferred. Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices.
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Strong knowledge of probate procedures, trust administration principles, and estate tax laws. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Provide updates on the status of estate or trust administration proceedings. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New Jersey office. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an degree in Taxation or Estate Planning.
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In coordination with the team, ensures that fresh, donor-centric content is reflected in all gift-acknowledgements, that gifts are processed and acknowledged in a timely fashion, and that MoMA’s annual listing of donors is comprehensive and correct.
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