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Previous experience in tax law, estate planning, or trust administration preferred. 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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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. Seeking estate planning paralegal to join our New Jersey Office.
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Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques. Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning.
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Prior experience working as a paralegal in estate planning or probate administration preferred. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Estate Planning Analysis: Assist attorneys in analyzing clients' financial situations, family dynamics, and estate planning goals. Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters.
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Estate Planning Paralegal Salary: $65,000-$95,000 DOE Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Document Management: Organize and maintain client files, documents, and records related to estate planning matters. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration.
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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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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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Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures. Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services.
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Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners. Estate Administration: Assist clients with the probate process and administration of decedents' estates.
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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. Responsibilities: Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries.
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Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Prior experience working as a paralegal in trust and estate administration preferred.
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The firm is engaged in the general practice of law, concentrating in the areas of all matters relating to Residential and Commercial Real Estate including Closings, Contracts, Elder Law, Estate Planning including Wills and Trusts, Probate Matters, and Estate Litigation.
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estate job Title: entry clerk Company: Jones Lange Lasalle in Hackensack, NJ
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