Estate Planning & Trust Attorney Job at Robert Half (Greensboro)

Estate Planning Attorney

Seeking Attorney with estate planning experience to join a law firm in Greensbor...

Location

United States , Greensboro

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a licensed attorney with active bar membership in the state
Demonstrated expertise in estate law, including wills and trusts
Proficiency in probate and estate administration processes
Experience in advising clients on wealth preservation and succession planning
Strong knowledge of probate litigation and related legal procedures
Excellent communication and interpersonal skills to work effectively with clients
Ability to conduct thorough legal research and draft precise legal documents
Relevant experience in estate and probate law

Job Responsibility

Develop customized estate planning strategies, including wills and trusts, to meet the unique needs of clients
Advise clients on business succession planning and wealth preservation techniques
Represent clients in probate proceedings, ensuring efficient administration of estates
Provide guidance on estate administration processes, including the distribution of assets and resolution of disputes
Collaborate with individuals and families to create comprehensive plans for managing private wealth
Conduct legal research and stay informed about changes in estate and probate law
Draft and review legal documents related to estate planning and administration
Offer legal counsel to clients regarding tax implications and financial strategies tied to their estate plans
Work closely with clients to address concerns and provide clear explanations of legal procedures
Maintain strong client relationships and deliver exceptional service in all legal matters

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training
competitive compensation

Fulltime

Estate Planning Attorney

A respected and established Napa law firm is seeking a Midlevel Estate Planning ...

Location

United States , Napa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Active bar membership and in good standing
4+ years of estate planning and trust administration experience in a law firm
Experience with preparing estate planning documents, probate, and trust administration required
Strong knowledge of state and federal estate, trust, and tax laws
Excellent analytical, drafting, and interpersonal skills
Ability to manage multiple priorities and clients effectively

Job Responsibility

Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
Represent clients in probate and trust administration proceedings
Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
Stay current on developments in estate and tax law to ensure best practices and client service
Participate in firm business development and client relationship management efforts as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
eligibility for 401(k) plan enrollment

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Senior Accountant – Estates & Trusts

BLS is seeking a professional to join our growing Estates & Trusts Practice Grou...

Location

United States

Salary:

Not provided

Belfint Lyons & Shuman, P.A

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, or equivalent
3-4 years accounting experience in a tax environment
CPA certification, or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work both independently

Job Responsibility

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

What we offer

Flexible work options available
Career advancement
Nurturing, open-door environment
Resources and tools needed to succeed
Ongoing training
Mentoring to guide you through your career

Private Client Solicitor

Joining a high-profile team with autonomy to handle private client matters such ...

Location

United Kingdom , Dorset

Salary:

70000.00 - 90000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Experience handling private client matters including wills, powers of attorney, estate administration, estate planning, complex estates trusts, court of protection work
Ability to participate in business development and networking
Commitment to live and work in West Dorset area
Enthusiasm, focus, and passion.

Job Responsibility

Handle a mixed caseload of private client matters
Participate in gentle business development and networking
Work with high net worth individuals.

What we offer

Secretarial support
Opportunity to work in a high-profile team
Relocation applications considered.

Fulltime

Estate Planning Attorney

We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust ...

Location

United States , Worcester

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active Massachusetts bar license is required
Minimum of 3 years of experience as an Estate Planning Attorney
Strong knowledge of estate planning, trust and estate tax, and probate processes
Exceptional written and verbal communication skills
Proven ability to manage multiple cases and meet deadlines effectively
Detail-oriented with strong analytical and problem-solving abilities
Experience with probate and estate administration is highly preferred
Commitment to delivering high-quality legal services and client satisfaction

Job Responsibility

Draft and review comprehensive estate planning documents, including wills, trusts, and powers of attorney
Provide legal advice to clients regarding estate tax strategies and asset protection
Oversee probate and estate administration processes, ensuring compliance with all relevant regulations
Collaborate with clients to identify their needs and develop tailored estate planning solutions
Conduct legal research to stay updated on changes in estate planning and tax laws
Represent clients in probate court proceedings and other related legal matters
Manage client cases from inception to resolution, ensuring timely and effective communication
Work closely with financial advisors and other professionals to create integrated estate plans
Help clients navigate complex trust and estate tax issues with precision and clarity

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Head of Private Client Solicitor

Fantastic opportunity for a senior private client solicitor looking to step into...

Location

United Kingdom , Billericay

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor with significant experience in private client law
confident managing a varied caseload independently
comfortable in a leadership or supervisory capacity
strong client care skills and ability to develop and maintain trusted client relationships
commercially minded with a proactive approach to business development and growing the department

Job Responsibility

Managing and developing a broad caseload of private client matters including wills, probate, and estate administration
inheritance tax planning
trusts and estate planning
lasting powers of attorney and court of protection matters
supervising and mentoring junior team members
ensuring compliance and excellent service standards
contributing to the strategic growth of the department

What we offer

Salary up to £60,000, negotiable depending on experience
key leadership role within a well-established firm
supportive working culture
opportunities for continued progression and long-term impact

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

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Estate Planning & Trust Attorney

Job Description

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