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Associate- Estates & Special Investments Paralegal The candidate will work closely ... and secure company’s interests in estates and outside-managed trusts, coordinate due diligence on proposed ... and fiduciary accountings..
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Trusts and Estates Law Practice – Expansion Paralegal Duties: Organizing and analyzing asset ... assets and strategize allocation to sub-trusts. Preparation of inventories, asset allocation ... Assisting with Estate and..
Estate Administrator The candidate will be responsible for all aspects of estate administration. Prepare and file Probate Court documents. Prepare and file Federal and Massachusetts estate tax returns. Collect assets, value ..
Part-time Estate Planning Attorney The candidate will research and analyze complex legal issues relating to Estate Planning as needed. Meet with clients in initial meetings or follow up meetings. Draft advanced ..
Trusts & Estates Law Practice – Expansion The candidate will organize and analyze asset information. Valuation of assets and strategize allocation to subtrusts. Preparation of inventories, asset allocation agreements, asset transfer ..
Trusts and Estates Paralegal The candidate must have significant ... have significant knowledge of probating estates and administering trusts, including preparing estate tax returns and probate accountings. Candidate ... MUTC...
... including revocable, irrevocable, and testamentary trusts, as well as wills.Administer estates, including managing probate proceedings.Manage various ... probate proceedings.Manage various types of trusts from inception to completion, such .....
Trust Advisor The candidate will assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms. Frequent direct contact with multiple generations of family members ..
Tax Accountant The candidate will prepare ... non-resident, private foundation and gift tax returns on the CCH Axcess ... returns on the CCH Axcess Tax application. Maintain tracking records in..
Senior Estate Tax Accountant The candidate prepares and ... gift, fiduciary and individual income tax returns of the highest complexity. ... documents, including all wills, codicils, trusts, amendments and any..
Trust and Estate Planning Associate Attorney The candidate will meet and work with clients to provide a confidential and positive experience. Meet with clients in the Trust Support TM program to ..
Trusts & Estates Paralegal The candidate must have a ... The candidate must have a paralegal certificate and at least three ... Trust/Estate Accounts, Gift and Estate Tax Returns. Manage..
Senior Associate - Trusts and Estates Attorney The candidate will be working with $5‐$15M+ estate planning clients through the planning process, supported by the firm’s intake coordinator and drafting paralegals. Serving ..
Estate & Probate Paralegal The candidate will be handling all aspects of the estate and trust administration process in Rhode Island and Massachusetts. Preparation of probate pleadings (petitions, inventories, accountings, final ..
Trusts and Estates Paralegal The candidate responsibilities will include assisting multiple attorneys in the drafting of estate planning documents, probate and trust accounting and probate forms. Experience in entity formations and ..
Job Title: Trusts and Estates Associate Attorney Job Location: Medfield, ... Medfield, MA is seeking a Trusts and Estates Associate Attorney to join its ... regarding trust distributionsAssist in administering..
... Trust Officer – Trust and Estates The candidate will be working ... of federal and state estate tax, gift tax, fiduciary income tax, and personal income tax returns. Responsibilities..
Litigation and Private Wealth Paralegal The candidate will assist attorneys ... attorneys with the preparation of tax and accounting information. Assistance with ... years as a Litigation or Trusts and..
Paralegal – Probate & Trust Administration ... Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate ... returns (Form 709) and estate tax..
Trusts and Estates Law Practice The candidate will organize and analyze asset information. Valuation of assets and strategize allocation to sub-trusts. Preparation of inventories, asset allocation agreements, asset transfer documents, and ..
Tax, Trusts, and Estates Attorney The candidate should have ... of experience to join its tax, trusts, and estates practice, serving wealthy individuals and ... and individual and fiduciary income..
Trusts and Estates Paralegal The candidate must have significant ... have significant knowledge of probating estates and administering trusts, including preparing estate tax returns and probate accountings. Candidate ... to..
Trust and Estates Paralegal The candidate will prepare a ... Draft, read, proofread, and interpret trusts and other legal documents, including ... to complete trust funding. Administer trusts at various..