Estate Planning Attorney
2 weeks ago
About the job Estate Planning Attorney
An excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team.
This Attorney will assist business owners, both middle-class and wealthy families and individuals, with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Will be working on complex estate plans, trust and estate administrations, and business succession plans customized to meet the needs of clients.
Responsibilities will include preparing estate planning documents, including wills, revocable trusts, irrevocable trusts, and Special Needs Trusts.
Other duties will include:
- Creating customized documents beyond the boilerplate basics
- Preparing complex federal gift tax and estate tax returns (federal and state)
- Preparing judicial and informal and estate and trust accountings, receipts/releases/refunding agreements
- Preparing real estate documents, including review of deeds and transfers of cooperative shares related to the funding of trusts.
- Advising clients on elder law matters, including Medicaid and asset protection planning related to all public benefits
- Drafting and funding of asset protection trusts including Medicaid trusts, Special Needs Trusts and Pooled-Income Special Needs Trusts..
- High net worth gift and tax planning, including drafting spousal trusts (SLATs), GRATs, and generation-skipping trusts for the benefit of clients' descendants and other types of trusts commonly used in estate planning, promissory notes, LLC operating agreements, etc.
- LLM in Tax or CPA is a PLUS
The firm is also interested in speaking with those who may have a portable book/ clients or the potential and DESIRE to build a book.
-
Estate Planning Attorney
7 days ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the RoleMarshall Graham LLC is seeking an experienced Estate and Tax Planning Attorney to join its team. This attorney will work closely with business owners, families, and individuals to create customized estate plans, handle trust and estate administrations, and provide expert advice on elder law matters.The ideal candidate will have a strong...
-
Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham Full timeMarshall Graham Seeks Estate Planning AttorneyAn esteemed regional law firm, Marshall Graham, is seeking a skilled Estate and Tax Planning Attorney to join its team.This Attorney will assist business owners, middle-class families, and individuals with estate planning and elder law planning needs, as well as handle trust and estate administration matters. The...
-
Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the job Estate Planning Attorney A regional law firm is seeking an Estate and Tax Planning Attorney to join its team. This Attorney will assist business owners, families, and individuals with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Responsibilities will include preparing estate planning...
-
Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham LLC Full timeAbout the JobEstate Planning AttorneyMarshall Graham LLC is seeking an experienced Estate and Tax Planning Attorney to join its team. The ideal candidate will have a strong background in estate planning, tax law, and elder law.Key ResponsibilitiesPrepare complex estate plans, including wills, trusts, and special needs trustsAssist business owners with estate...
-
Estate Planning Attorney
4 weeks ago
Riverside, California, United States Marshall Graham Full timeMarshall Graham Seeks Estate Planning AttorneyAn esteemed regional law firm, Marshall Graham, is seeking a skilled Estate and Tax Planning Attorney to join its team.This Attorney will provide expert guidance to business owners, middle-class families, and individuals on estate planning and elder law planning needs, as well as handle trust and estate...
-
Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham Full timeMarshall Graham Seeks Estate Planning AttorneyAn esteemed regional law firm is seeking a skilled Estate and Tax Planning Attorney to join its team.This Attorney will collaborate with business owners and individuals to create customized estate plans, handle trust and estate administrations, and provide expert advice on elder law matters.Responsibilities will...
-
Estate Planning Attorney
4 weeks ago
Riverside, California, United States Marshall Graham Full timeJob OpportunityMarshall Graham is seeking an experienced Estate and Tax Planning Attorney to join its team.This role involves assisting business owners and individuals with estate planning and elder law planning needs, as well as handling trust and estate administration matters.Responsibilities include:Preparing customized estate planning documents,...
-
Estate Planning Attorney
1 week ago
Riverside, California, United States Marshall Graham Full timeAn esteemed law firm, Marshall Graham, seeks a seasoned Estate and Tax Planning Attorney to enhance its team.This Attorney will collaborate with business owners and high-net-worth individuals to create customized estate plans, address elder law matters, and handle trust and estate administration.Responsibilities include:Preparing comprehensive estate...
-
Estate Planning Attorney
4 weeks ago
Riverside, United States Marshall Graham Full timeAn excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team. This Attorney will assist business owners both middleclass and wealthy families and individuals with estate planning and elder law planning needs as well as handle trust and estate administration matters. Will be working on complex estate plans trust and estate...
-
Estate Planning Attorney
3 weeks ago
Riverside, United States Marshall Graham Full timeAn excellent regional law firm is seeking an Estate and Tax Planning Attorney to join its team. This Attorney will assist business owners both middleclass and wealthy families and individuals with estate planning and elder law planning needs as well as handle trust and estate administration matters. Will be working on complex estate plans trust and estate...
-
Estate Planning Attorney
2 weeks ago
Riverside, California, United States Marshall Graham Full timeJob OpportunityMarshall Graham is seeking an experienced Estate Planning Attorney to join its team.This role involves assisting business owners and individuals with estate planning and elder law planning needs, as well as handling trust and estate administration matters.Responsibilities will include:Preparing customized estate planning documents, including...
-
Estate Planning Specialist
2 weeks ago
Riverside, California, United States Jobot Full timeAbout UsA top-rated law firm in Southern California offers personalized legal services in estate planning, probate, elder law, special needs planning, conservatorships, business succession planning, tax planning, and trust administration. Our team of experienced attorneys provides guidance and resources to help you protect your personal interests, your loved...
-
Estate Planning Specialist
4 weeks ago
Riverside, California, United States Jobot Full timeAbout UsOur firm is a division of a top 5 law firm in Southern California, providing expert estate planning, elder law, and probate services to clients throughout the state.Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team. As a key member of our estate planning department, you will provide comprehensive estate planning...
-
Estate Planning Specialist
2 weeks ago
Riverside, California, United States Jobot Full timeAbout UsOur firm is a division of a top 5 law firm in Southern California, providing expert estate planning, elder law, and probate services to clients throughout the state.Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team. As a key member of our estate planning department, you will provide comprehensive estate planning...
-
Senior Real Estate Attorney
1 month ago
Riverside, Missouri, United States NorthPoint Development LLC Full time{"title": "Associate Counsel", "description": "Job SummaryWe are seeking a highly skilled Associate Counsel to join our internal legal team at NorthPoint Development LLC. As a key member of our team, you will provide support for legal and compliance matters, leading complex development transactions and drafting/reviewing legal documents.Key...
-
Attorney
2 weeks ago
Riverside, United States Guaranty Investment Company, Inc Full timeCompany DescriptionGuaranty Investment Company, Inc is a Riverside, CA-based Real Estate investment company with over 25 years of experience in buying and selling properties. We are looking for an experienced civil litigator with deep research and trial background.Role DescriptionThis is a full-time hybrid role for an Attorney at Guaranty Investment Company,...
-
Staff Attorney
3 weeks ago
Riverside, California, United States Inland Counties Legal Services Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Lead Staff Attorney to join our Elder Law Team at Inland Counties Legal Services Inc. This is an exceptional opportunity to make a meaningful difference in the lives of seniors and individuals in need.Key ResponsibilitiesSupervise attorneys, paralegals, and support staff in the Elder Law...
-
Real Estate Attorney
2 weeks ago
Riverside, Missouri, United States NorthPoint Development Full timeAbout the RoleWe are seeking an experienced Associate Counsel to join our internal legal team at NorthPoint Development. As a key member of our team, you will provide support for legal and compliance matters, working closely with our development teams to ensure seamless integration and successful project execution.Key ResponsibilitiesDraft and review various...
-
Attorney
2 weeks ago
riverside, United States Guaranty Investment Company, Inc Full timeCompany DescriptionGuaranty Investment Company, Inc is a Riverside, CA based Real Estate investment company with over 25 years of experience in buying and selling properties. Specializing in the acquisition of properties, especially houses for rehab and resale, we aim to assist homeowners looking to sell quickly without the hassle of listing. Role...
-
Attorney
4 weeks ago
Riverside, United States Guaranty Investment Company, Inc Full timeCompany DescriptionGuaranty Investment Company, Inc is a Riverside, CA based Real Estate investment company with over 25 years of experience in buying and selling properties. Specializing in the acquisition of properties, especially houses for rehab and resale, we aim to assist homeowners looking to sell quickly without the hassle of listing. Role...