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Prior experience working as a paralegal in estate planning or probate administration preferred. 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.
$75,000 - $85,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Seeking estate planning paralegal to join our New York Offices. Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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Previous experience in tax law, estate planning, or trust administration preferred. Excellent drafting skills, with experience in drafting wills, trusts, and other estate planning documents.
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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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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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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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Draft wills, trusts, powers of attorney, healthcare directives, and other estate planning documents to facilitate the transfer of assets and minimize tax liabilities. 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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Qualifications:JD required; LLM or CPA a plusMinimum 4 years of experience as a practicing trusts and estates lawyer working directly with a high-net worth client base (>$20 million)Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clientsExperience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.
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LL.M preferred in Taxation or Estate Planning. Tax Analysis: Conduct thorough tax analyses to identify opportunities for minimizing estate, gift, and generation-skipping transfer taxes.
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3+ years of experience in CMBS analysis, commercial real estate finance, or a related field. Qualifications:Bachelor's degree in Finance, Economics, Real Estate, or a related field; advanced degree or relevant certifications (e.g., CFA, CAIA) is a plus.
Starting at $150,000 - $200,000 a year (bonuses)ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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estate job Title: experience needed in New York, NY
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