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Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. Strong knowledge of estate planning concepts, legal terminology, and procedures.
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Seeking estate planning paralegal to join our New York Offices. 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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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
$120,000 - $144,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Prepare trusts, wills, powers of attorney, healthcare directives, deeds, and other legal documents used in estate planning. This role includes drafting estate planning and funding documents, real estate transfer documents, probate and trust litigation pleadings, gift and estate tax returns, compiling supporting documentation, and establishing supporting business entities, including limited liability entities and non-profit corporations.
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Conduct legal research and analysis on complex tax and estate planning issues. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL.M degree in Taxation or Estate Planning.
$225,000 - $315,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A fast-growing East Valley Law Firm is searching for a Managing Attorney for our Estate Planning Division. The Managing Attorney of the Estate Planning Division is responsible for the creation and execution of all estate planning documents and overseeing the daily operations of the Estate Planning Division within the Firm. They work to ensure the client receives a professional, first-class experience during the entire process.
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5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning. Meet with clients periodically to deepen relationships, address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight.
$126,900 - $165,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Requirements:- LL.M preferred in Taxation or Estate Planning- New York Bar admission is required- 3+ years of experience as a Tax Associate/Attorney- Strong academic credentials from an accredited law school- Excellent oral and written communication skills As part of our dynamic team, you will be responsible for:- Providing tax-related advice to clients on complex matters such as estate planning, business transactions, and tax controversy representation.
$200,000 - $315,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Job Details Description POSITION SUMMARYDirectly supports the Philanthropies group, including the Housing & Homelessness, and Mission Real Estate Development teams in executing the acquisition, development, asset management, financing, and portfolio tracking and reporting of grants and investments in commercial, multifamily, and institutional real estate projects, with a significant focus on affordable housing, in NYC, throughout the and internationally.
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We work with visionary clients in New York, Los Angeles and other major cities across the country on issues ranging from healthcare, urban planning, affordable housing, issue advocacy, social impact and progressive policy, public affairs, higher education, real estate, travel, lifestyle, arts & culture and more.
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In the role of International Tax Attorney, you will play a pivotal part in advising foreign and domestic clients on complex U.S. federal income, gift, and estate tax matters, with a significant focus on crafting sophisticated domestic and foreign trust instruments.
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The ideal candidate will have a strong background in real estate law, particularly in litigation, and can handle complex legal issues with minimal supervision. Provide legal advice and guidance to clients on real estate transactions and disputes.
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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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The ideal candidate will have a strong background in real estate law, particularly in litigation, and will be capable of handling complex legal issues with minimal supervision. Represent clients in real estate litigation matters, including but not limited to, disputes involving commercial and residential properties, landlord-tenant issues, lease disputes, property management conflicts, and construction-related litigation.
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Familiarity with financial planning applications (Oracle, Hyperion, OneStream, Power BI, etc.) Description Ares is looking for an exceptional Senior Associate with approximately 4-5 years of experience in Financial Planning and Analysis (FP&A), Corporate Finance or Fund Accounting.
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estate planning jobs Title: legal secretary in New York, NY
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