Estate Planning Jobs in San Mateo (CA)
Search jobs in
1 - 12 of 12
Search Results - Estate Planning Jobs in San Mateo (CA)
Creative Planning-San Mateo (CA)-
The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client’s wishes in an efficient fashion, specifically by being available for a ‘start’ meeting within 5 business days...
Read more
Russell Tobin-San Mateo (CA)-
Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing...
Read more
Lighthouse Legal Search-San Mateo (CA)-
and families. With offices across the U.S., Europe, and Asia-Pacific, the practice provides integrated, cross-border advice that most domestic firms cannot match.
Practice Overview
The team advises on a wide range of matters, including:
• Estate planning...
Read more
JKZ LLP-San Mateo (CA)-
Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful...
Read more
Lighthouse Legal Search-San Mateo (CA)-
and families. With offices across the U.S., Europe, and Asia-Pacific, the practice provides integrated, cross-border advice that most domestic firms cannot match.
Practice Overview
The team advises on a wide range of matters, including:
• Estate planning...
Read more
JKZ LLP-San Mateo (CA)-
international estate planning and cross-border issues, fiduciary income tax issues, and preparation of estate tax returns and gift tax returns.
• Manage complex trust administrations
• Perform initial client intake calls and shepherd the CRMs through engagement...
Read more
Russell Tobin-San Mateo (CA)-
and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting...
Read more
Lighthouse Legal Search-San Mateo (CA)-
including:
• Estate planning, wills, and succession
• Wealth structuring, tax and estate planning
• Family and business governance
• Trusts, foundations, and private trust companies
• Probate, estate administration, and trust management
• Planning...
Read more
JKZ LLP-San Mateo (CA)-
including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful. The Trusts...
Read more
Folger Levin LLP-San Mateo (CA)-
litigation attorney work closely with partners in our labor and employment. Similarly, our litigation attorneys frequently consult with members of the Estate Planning Practice Group on trust litigation matters.
To Apply
If interested, please email a cover...
Read more
JKZ LLP-San Mateo (CA)-
such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts
• Plan for blended families, generation-skipping transfer tax planning, international estate...
Read more
Folger Levin LLP-San Mateo (CA)-
work closely with partners in our labor and employment. Similarly, our litigation attorneys frequently consult with members of the Estate Planning Practice Group on trust litigation matters.
To Apply
If interested, please email a cover letter, resume...
Read more
Estate Planning jobs in San Mateo (CA) – Similar offers:
Estate Planning jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Estate Planning, San Mateo (CA)
It's free, and you can cancel email updates at any time