Trust & Estate Attorney Job at Robert Half (Albany)

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

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

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

Counsel Level Attorney

Boutique law firm in NYC looking to add a counsel level attorney with about 10-2...

Location

United States , New York City

Salary:

200000.00 USD / Year

Lord Gurman & Lewis

Expiration Date

Until further notice

Requirements

Counsel level attorney
10-20 years of experience
Experience in at least 2 of the following practice areas: trusts and estates, real estate, and/or corporate
Some portable business is required, preferably in the range of $300,000-$400,000

What we offer

Excellent lifestyle
Extremely pleasant group of people
Opportunity to eventually inherit existing business

Fulltime

Trusts & Estates Attorney

Our client is seeking a Trusts & Estates Attorney for an ongoing contract role s...

Location

United States , Oakland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of trusts & estates experience within a law firm or estate planning practice
Strong understanding of estate planning concepts, probate processes, and trust administration
Excellent drafting skills and meticulous attention to detail
Ability to manage sensitive and confidential information with discretion
Strong research, analytical, and communication skills
California barred and in good standing

Job Responsibility

Draft and revise estate planning documents including wills, trusts, powers of attorney, and related documents
Conduct legal research on estate planning issues, probate matters, and trust administration topics
Support attorneys with preparation of trust accountings, schedules, and related documentation
Assist with reviewing and organizing financial, tax, or estate-related information
Prepare summaries, analyses, and supporting documentation for attorney review
Coordinate with internal teams and external stakeholders as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan