Estate Planning Jobs in Santa Rosa
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Search Results - Estate Planning Jobs in Santa Rosa
Creative PlanningSanta Rosa
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...
Russell TobinSanta Rosa
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...
Lighthouse Legal SearchSanta Rosa
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...
JKZ LLPSanta Rosa
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...
Lighthouse Legal SearchSanta Rosa
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...
JKZ LLPSanta Rosa
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...
Russell TobinSanta Rosa
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...
Lighthouse Legal SearchSanta Rosa
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...
JKZ LLPSanta Rosa
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...
Folger Levin LLPSanta Rosa
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...
JKZ LLPSanta Rosa
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...
Folger Levin LLPSanta Rosa
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...
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