Trusts & Estates Associate Job at Robert Half (Punta Gorda)

Trust And Estates Associate

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must hold a valid license to practice law
Minimum of 1 year of experience in trust and estates law
Proficiency in estate planning, administration, and wealth transfer techniques
Knowledge of fiduciary tax regulations and trust administration practices
Experience preparing estate and gift tax returns
Familiarity with Surrogates Court procedures and probate administration
Strong organizational and time management skills
Excellent communication and interpersonal abilities.

Job Responsibility

Handle estate planning and administration tasks, including drafting legal documents, asset protection strategies, and wealth transfer techniques
Prepare estate tax returns, gift tax returns, and manage probate administration processes
Administer high-value trusts, including foreign trusts and complex estate planning matters
Provide guidance on fiduciary tax matters and oversee compliance with relevant regulations
Represent clients in Surrogates Court and manage legal proceedings related to estate administration
Collaborate with clients to develop tailored solutions for multi-generational wealth planning
Conduct thorough reviews and updates of trust agreements to ensure alignment with current laws
Maintain effective communication with clients, ensuring their needs are addressed promptly and professionally
Stay informed about changes in estate and tax law to provide accurate and timely advice
Build and maintain strong client relationships to support long-term partnerships.

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan for contract/temporary professionals
Free online training
Competitive compensation

Fulltime

Trust and Estates Associate Attorney

We are looking for a skilled and motivated Associate Attorney to join our client...

Location

United States , Willow Grove, Fort Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active bar license in good standing to practice law in Pennsylvania
A minimum of 2-5+ years of experience requiring attention to detail in Trusts, Estates, and Corporate Law
Strong skills in client management and effective, detail-oriented communication
Ability to perform complex legal research and draft detailed legal documents
Familiarity with corporate and estate taxation processes
Reliable ability to commute to Fort Washington, Pennsylvania, as needed for firm responsibilities
Juris Doctor degree from an accredited law school
Demonstrated ability to handle sensitive and confidential information with discretion

Job Responsibility

Draft comprehensive estate planning documents, including wills, trusts, health care directives, and powers of attorney
Manage estate and trust administration processes, such as preparing settlement agreements, overseeing accountings, and modifying trust agreements
Assist with the formation and governance of business entities, including LLCs, corporations, and partnerships, along with necessary filings under the Corporate Transparency Act
Prepare and negotiate legal documents for business transactions, including purchase agreements, employment contracts, and real estate leases
Conduct detailed legal research in areas such as taxation, corporate law, and estate planning
Review and prepare fiduciary and personal income tax returns with accuracy and attention to detail
Collaborate effectively with other departments or practice areas to support comprehensive client solutions
Maintain strong client relationships by addressing their needs and providing clear communication throughout legal processes
Ensure compliance with legal standards and deadlines in all aspects of work

What we offer

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

Trust & Estates Associate Attorney

A prominent, full-service Wisconsin firm is seeking a Trust & Estates Attorney t...

Location

United States , Madison

Salary:

150000.00 - 200000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience in a law firm setting
Estate planning and wealth transfer strategies
Trust and estate administration
Drafting estate plans and advising on related tax matters and reporting
Corporate and business succession planning, including drafting and negotiating operating agreements, shareholder agreements, and buy/sell agreements

What we offer

Competitive compensation
Hybrid in-office flexibility
A highly collaborative and collegial work environment

Fulltime

Estates And Trusts Paralegal

We are looking for an Estates and Trusts Paralegal to support a busy legal team ...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of paralegal experience, preferably in estates, trusts, probate, or estate administration
Working knowledge of probate procedures and documentation associated with trust and estate matters
Experience organizing complex financial records and legal documents with a high level of accuracy
Familiarity with estate and inheritance tax documentation and related supporting materials
Strong written and verbal communication skills for interacting with clients, beneficiaries, and legal professionals
Ability to manage multiple deadlines, maintain detailed files, and handle confidential information with discretion
Proficiency in preparing legal documents and coordinating filings in a fast-paced law firm environment

Job Responsibility

Build and maintain productive relationships with clients, family members, fiduciaries, and beneficiaries throughout estate and trust matters
Draft and assemble filings for probate and estate administration in both formal and informal court proceedings
Gather, review, and organize financial and legal records such as tax documents, trust instruments, deeds, stock transfer paperwork, and account statements
Prepare documentation needed to secure federal and state estate tax lien releases and support the transfer of real property, including executor-related deed packages
Assist with post-death planning matters by preparing disclaimers and related estate planning documents under attorney direction
Compile supporting materials for audits involving estate tax or inheritance tax returns and help ensure files are complete and well organized
Prepare fiduciary accountings, settlement documents, and related filings for submission and review
Support attorneys with the drafting and revision of wills and other estate planning documents, along with additional assignments as needed

What we offer

PTO
90% medical premium coverage by the firm
retirement savings
profit sharing
discounted (pre-tax) parking
PTO and annual reviews/raises
bonus opportunity

Fulltime

New

Solicitor / Associate - Private Client

Our Private Client Team provides expert, tailored advice to individuals and fami...

Location

United Kingdom , Leicester

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

2 -6PQE within Private Client
A caring nature
Personable, approachable and with a genuine interest in dealing with individuals and their families
Basic accountancy skills for reconciling client accounts
Good numeracy skills
Competent knowledge of Microsoft Excel
Strong written and oral communication skills
Ability to adapt communication style effectively
Exceptionally organised
Used to working efficiently and accurately

Job Responsibility

Undertake fee earning work
Maintain existing relations with the firm’s clients
Assist and help develop new relationships with third party referrers
Conduct of private client and related matters on behalf of clients
Estate administration for taxable and non-taxable estates
Drafting Wills, Trusts and Powers of Attorney
Administration of trusts to include tax compliance work
Participate in the growth and future development of the department
Maintain orderly and up-to-date files
Complete time recording and other management records

What we offer

Agile working
Blended approach to where and how we work
Flexible working

Fulltime

Associate Director, Family Office

A sophisticated family office is seeking an Associate Director to take ownership...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

8+ years of relevant experience in public accounting, financial services, family office, or a related environment
Strong hands-on tax experience
Ability to operate independently with a high level of ownership and follow-through
Comfort working across technical, operational, and strategic responsibilities
CPA preferred
equivalent experience considered
At least 8 years of relevant experience in family office services, public accounting, financial services, or a similar environment with meaningful tax responsibility
Strong working knowledge of partnership tax, investment operations, and reporting for complex financial structures
Experience supporting high-net-worth individuals, closely held entities, or business owners is preferred
Demonstrated ability to manage multiple functional areas, including tax, portfolio administration, and process improvement

Job Responsibility

Lead and coordinate work across legal, banking, insurance, investment, and tax advisors
Improve processes, workflows, reporting, and operational infrastructure
Support investment operations, subscription documentation, and portfolio reporting
Oversee tax processes for individuals, trusts, partnerships, and related entities
Assist with treasury activity, cash movements, entity administration, and insurance renewals

Fulltime

Associate - Property Litigation

Our Property Litigation team is seeking an Associate in our Birmingham office. W...

Location

United Kingdom , Birmingham

Salary:

Not provided

Capsticks Solicitors LLP

Expiration Date

Until further notice

Requirements

Excellent legal and communication skills
enthusiasm for the team's and clients' work
commitment to Capsticks' values
help deliver clear advice and practical recommendations
common sense and willingness to learn
property litigation experience is essential
public sector and partnership disputes experience is desirable but not vital

Job Responsibility

Work on property litigation cases including court action to remove a 'bed blocker' for an NHS trust
removing squatters from a central London property
court proceedings and arbitrations involving GP partnership disputes
multi-million pound dilapidations disputes
strategic advice on MEES and Net Zero obligations across the NHS estate
break notices to facilitate estate re-organisation
judicial review of a planning decision for development of staff accommodation
advising on restrictive covenants and easements for site disposals
1954 Act security of tenure and lease renewals
collaborate with colleagues in other teams

What we offer

Friendly supportive team
varied range of high quality work
1,350 hours billable hours target (FTE) with bonus scheme
flexibility by default – work from home or the office (at least one day per week preferred but no hard rules)
core hours policy
training and development
competitive salary

Fulltime

Associate Attorney

We are looking for an Associate Attorney to join a legal team in San Diego, Cali...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active license to practice law and ability to work as an attorney in the applicable jurisdiction
At least 2 years of legal experience, including experience focused on litigation matters
Demonstrated ability to draft motions, pleadings, discovery materials, and other court-related documents
Experience handling litigation tasks such as discovery, court appearances, depositions, and case preparation
Background in probate litigation, conservatorships, trust and estate matters, or another related practice area
Ability to take ownership of assigned cases, exercise sound judgment, and work with limited day-to-day direction
Flexibility to support a variety of legal matters and adapt to changing case needs and priorities

Job Responsibility

Oversee a docket of probate, trust, conservatorship, and related contested matters while coordinating closely with a supervising partner
Prepare a range of legal documents, including motions, petitions, briefs, pleadings, and precise correspondence tailored to each matter
Manage written discovery by drafting requests, preparing responses, and organizing supporting information for case development
Research legal issues and translate findings into clear memoranda and practical recommendations for ongoing cases
Represent clients at hearings, status conferences, and other court appearances with confidence and professionalism
Support dispute resolution efforts by helping prepare for mediations, settlement discussions, depositions, and trial proceedings
Partner with attorneys and legal support staff to shape case strategy, track deadlines, and move files efficiently toward resolution
Maintain consistent communication with clients, providing timely updates and responsive service throughout each stage of the matter

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Select Country

Trusts & Estates Associate

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?