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Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process.
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Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate 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.
$85,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Seeking estate planning paralegal to join our New Jersey Office. 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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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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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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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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Previous experience in tax law, estate planning, or trust administration preferred. 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. Trust Administration: Provide legal guidance to trustees and fiduciaries on the administration and management of trusts.
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Draft wills, trusts, powers of attorney, healthcare directives, and other estate planning documents to facilitate the transfer of assets and minimize tax liabilities. Wealth Preservation: Advise clients on wealth preservation and asset protection strategies to safeguard assets from creditors, lawsuits, and other potential risks.
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Excellent drafting skills, with experience in drafting wills, trusts, and other estate planning documents. Communicate complex tax concepts and estate planning strategies in a clear and understandable manner.
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Responsibilities: Estate Planning: Assist clients in developing comprehensive estate plans tailored to their individual needs and objectives. Tax Compliance: Prepare and file individual income tax returns, gift tax returns, and estate tax returns on behalf of clients.
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LL.M preferred in Taxation or Estate Planning. Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join Hackensack New Jersey office. Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures.
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Estate Administration: Assist clients with the probate process and administration of decedents' estates. Tax Analysis: Conduct thorough tax analyses to identify opportunities for minimizing estate, gift, and generation-skipping transfer taxes.
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wealth management client service associate estate planning on site jobs in Bronx, NY
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