Senior Fiduciary Counsel Jobs in California
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Sponsored Job
Senior Counsel, Fiduciary Administration
BMO Harris Bank, | Palo Alto, CA
Type: Full-Time | Posted Date: Nov 11, 2022
SUMMARY: Senior Counsel, Fiduciary Administration The candidate provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO's US Wealth Management operating group. Provides legal advice based on knowledge of legal ...
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Estate & Tax Planning Attorney in Encino, CA (Remote)
WithumSmith+Brown, P.C. | Encino, CA
Type: Full Time | Posted Date: May 23, 2023
SUMMARY: Trust and Estate Tax Senior Manager The candidate will be reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing fiduciary accounting for estates and trusts. Providing tax planning and consulting to our firm’s high net worth clients for ...
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Probate Attorney / Trusts and Estates - General Attorney / Guardianship and Conservatorship Attorney in Laguna Hills, CA
The Legacy Lawyers, PC | Laguna Hills, CA
Type: Full Time | Posted Date: May 22, 2023
SUMMARY: Senior Associate Attorney The candidates ‘will lead a team of 4-5 Associate Attorneys, manage your own caseload and meet with prospective clients. Will develop relationships with clients while establishing legal objectives, explaining their legal options, providing legal advice and representing t...
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Litigation - General (consumer) Attorney / Probate Attorney in Irvine, CA
The Legacy Lawyers, PC | Irvine, CA
Type: Full Time | Posted Date: May 16, 2023
SUMMARY: Casual dress code Flexible work schedule Employee Assistance Program ## Senior Attorney at The Legacy Lawyers, P.C. The Legacy Lawyers, P.C. is seeking an experienced Senior Attorney to join its growing team. The successful candidate will lead a team of up to 5 Associate Attorneys, devel...
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Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Wells Fargo | Long Beach, CA
Type: Full Time | Posted Date: Jun 02, 2023
SUMMARY: ...
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Estate & Tax Planning Attorney in Los Angeles, CA
Offit Kurman, Attorneys At Law | Los Angeles, CA
Type: Full Time | Posted Date: Jun 01, 2023
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Estate & Tax Planning Attorney in Bakersfield, CA
County of Kern District Attorney's Office | Bakersfield, CA
Type: Full Time | Posted Date: May 26, 2023
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Estate & Tax Planning Attorney in Santa Maria, CA
County Of Santa Barbara Office of District Attorney | Santa Maria, CA
Type: Full Time | Posted Date: May 22, 2023
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Estate & Tax Planning Attorney in Santa Barbara, CA
County Of Santa Barbara Office of District Attorney | Santa Barbara, CA
Type: Full Time | Posted Date: May 22, 2023
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Estate & Tax Planning Attorney in Lompoc, CA
County Of Santa Barbara Office of District Attorney | Lompoc, CA
Type: Full Time | Posted Date: May 22, 2023
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Associate Attorney
Confidential | Los Angeles, CA
Type: Full Time | Posted Date: May 30, 2023
SUMMARY: Naples Law Firm is accepting resumes for a full-time associate attorney with 5-7 years experience. Must have either an LL.M in Estate Planning or Taxation or be a licensed CPA (required). Experience in preparing Federal Estate Tax, Gift Tax and Trust Income Tax Returns is required. Experience drafti...
Estate & Tax Planning Attorney in San Diego, CA
LPL Financial | San Diego, CA
Type: Full Time | Posted Date: May 30, 2023
SUMMARY: # VP, Advanced Planning- Attorney Are you a team player with an interest in working with cutting-edge technology? Do you want to be part of a team that is transforming the way financial advisors and their clients access personalized guidance? LPL Financial is the place for you! LPL Financial (...
Estate & Tax Planning Attorney in San Francisco, CA
Johnston, Kinney & Zulaica LLP | San Francisco, CA
Type: Full Time | Posted Date: May 28, 2023
SUMMARY: # Senior Estate Planning Attorney Johnston, Kinney & Zulaica LLP (“Law Firm”) is a boutique San Francisco financial district law firm committed to providing thoughtful and practical solutions to support and protect their clients through life’s challenges. They specialize in a variety of pra...
Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Sacramento, CA
Trainor Fairbrook | Sacramento, CA
Type: Full Time | Posted Date: May 22, 2023
SUMMARY: Trusts and Estates Attorney The candidate's must have 5 years of estate planning experience to join our estate planning department. Must be versed in formulating estate plans for mid to high-net-worth clients and drafting revocable trusts and irrevocable trusts, as well as managing complex trust a...
Estate & Tax Planning Attorney in Irvine, CA
WithumSmith+Brown, P.C. | Irvine, CA
Type: Full Time | Posted Date: May 23, 2023
SUMMARY: Trust and Estate Tax Principal The candidate will be reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing fiduciary accountings for estates and trusts. Providing tax planning and consulting to the firm’s high net worth clients for esta...
Estate & Tax Planning Attorney in Sacramento, CA
Meissner, Joseph & Palley | Sacramento, CA
Type: Full Time | Posted Date: May 17, 2023
SUMMARY: Associate Attorney – Estate Planning The candidate will meet with prospective and existing clients to provide estate planning recommendations. Draft the applicable documents and see the process through signing. Work closely with assistant/paralegal team to ensure clients’ needs are met, includi...
Trusts and Estates - General Attorney / Estate & Tax Planning Attorney / Probate Attorney / Guardianship and Conservatorship Attorney in Chico, CA
Harris & Plottel, LLP | Chico, CA
Type: Full Time | Posted Date: May 15, 2023
SUMMARY: Mid Level Associate Attorney: Trusts & Estates Section Candidate will include counseling clients on Estate Planning, drafting of Estate Plans, representing Trustees in the administration of Trusts, representing Executors in the administration of Probates. Must be a current, active member of the Cal...
Trusts and Estates Attorney / Real Estate Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Bakersfield, CA
Le Beau & Thelen, LLP | Bakersfield, CA
Type: Full Time | Posted Date: May 16, 2023
SUMMARY: Transactional Attorney The candidate should have 5 years of experience in negotiating, documenting, and managing business and real estate transactions. Must have good business judgment, superior drafting and analytical skills, strong attention to detail, and a commitment to a collegial work enviro...
Estate & Tax Planning Attorney in San Diego, CA
Henderson Caverly Pum & Trytten | San Diego, CA
Type: Full Time | Posted Date: May 15, 2023
SUMMARY: Estate & Gift Tax Senior (Partnership Track) Associate The candidate will have a JD from a top-tier law school and will already be licensed to practice law in the state of California, or are scheduled to take the California bar exam in July 2022 with a reasonable expectation of passing the exam. Mu...
Estate & Tax Planning Attorney in San Diego, CA
Withers | San Diego, CA
Type: Full Time | Posted Date: May 10, 2023
SUMMARY: Mid/ Senior-level International Wealth Planning Associate The candidate will be advising high net worth individuals and family businesses on tax, trust and estate, business succession matters. Should have strong academic credentials (JD required; LLM is a plus). Must have 5 years' of relevant law ...
Estate & Tax Planning Attorney in San Francisco, CA
Withers | San Francisco, CA
Type: Full Time | Posted Date: May 10, 2023
SUMMARY: Mid/ Senior-Level Private Client & Tax Associate The candidate will work directly with and advise high net worth individuals and their advisors on complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working with business interests, investment ...