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Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Job Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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Seeking estate planning paralegal to join our New Jersey Office. Job Title: Estate Planning Paralegal. Prior experience working as a paralegal in estate planning or probate administration preferred.
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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. 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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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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Document Preparation: Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and beneficiary designations. Strong knowledge of estate planning concepts, legal terminology, and procedures.
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Ensure that beneficiary designations are consistent with clients' estate planning objectives and properly documented. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process.
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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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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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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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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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Our clients range from national companies to privately held small businesses and we handle a variety of matters including complex Business Litigation, Partnership and Shareholder Disputes, Trusts, Estates and Wealth Management, Appellate Practice, Municipal Law and Land Use, Taxation (corporate and individual), Bankruptcy and Creditor’s Rights, Cannabis Law, Commercial Real Estate transactions, and more.
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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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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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real estate jobs Title: manager Company: Cb Richard Ellis in Ridgewood, NJ
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