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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
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Trusts and Estates Associate The candidate must have experience...
Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..
Estate Planning and Probate The candidate must have 3+ years of experience in estate planning and probate. Should have experience in the drafting of wills, trusts, probate, probate and trust disputes, ..
... and non-profit organizations in contested trust, estate, conservatorship, and elder abuse matters. ... 3+ years’ quality experience in trust and estate litigation, or civil litigation with ... litigation with..
... years of quality experience in trust and estate litigation or civil litigation with ... litigation with strong interest in trust and estate litigation. The candidate will assist ... and..
Associate Attorney The candidate will be ... with prospective clients, discussing the estate planning process, reviewing costs, obtaining ... directives, general assignments of property, trust transfer deeds. Advising clients with..
Probate Paralegal The candidate will be assisting attorneys in all aspects of case management. Will be conducting an investigation, legal research, and initial case assessments. Filing court documents and overseeing probate ..
Staff - 2023 Duties: The candidate will participate in audit or review engagements, review of client accounting and operating procedures, the performance of internal control test work, and conduct tests sufficient ..
Tax Staff - 2021 The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and ..
... its Transactions Department, focusing on estate planning and probate matters. This ... handling wills, trusts, probate administration, trust disputes, and related transactional matters. ... a collaborative legal setting.LocationFresno, CADutiesDraft..
Tax Manager - Technology The candidate will advise clients on corporate, partnership, individual and trust and estate tax services. Oversee the calculation and analysis of proprietary tax strategies for clients. Continue ..
Lateral Attorney The candidate must have 5+ years of practice in any of the following areas: Business and Corporate, Construction and Real Estate Litigation, Estate Planning and Probate, Healthcare, Labor and ..
... legal documents in relation to estate and business succession planning. Will ... Will undertake technical research on estate planning and compliance matters for ... may have varied levels of..
Lateral Attorney The candidate must have 5+ years of practice in the area of Estate Planning and Probate Law...
Tax Staff The candidate will prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits. Research and consult on various tax ..