family law, bankruptcy, tax, estate planning, probate, civil and... criminal law. Our team of experienced attorneys and support staff are dedicated to providing high-quality legal services to our clients. We value teamwork, collaboration and a commitment to excellence in all...
PA 15317 Legal Assistant/Paralegal for Estate Law and Elder Law Experience:... paralegal or legal assistant (estate planning or elder law... experience) is a plus but not necessary. Salary: Compensation is based on experience and a competitive benefits package includes 401(k), Paid time off...
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of large and/or important accounts/territories. Will work with customers to create solutions for clients in estate planning, business planning, supplemental... income and income tax planning by recommending insurance... solutions. Assist with developing business plans, producer training, prospecting support, and p...
The candidate will work for Third Party Distribution to serve as the primary sales contact for Independent and Institutional accounts in the Philadelphia area. Should possess a strong track record of proven sales, organizational skills, presentation skills and the ability...
Attorney- Business and Estate Planning The candidate will... work on advanced estate and income tax planning... matters. develop estate plans for clients, including... office meetings, phone calls, correspondence, research, and document drafting. Evaluate and coordinate/update template documents, letters, procedures. Extensive...
will serve in the estate planning and administration practice.... create, organize and maintain estate administration files. Communicate with... investment company and complete and required forms. Obtain, interpret, and organize third party financial records. Reconciliation of bank statements. Meet with client...
Estate Paralegal Duties: Coordinate client... attorney in preparation of estate planning documents; Attend document... and take notes during Estate Administration meetings; Prepare petitions,... with clients; Prepare Inheritance Tax Return, Inventory, and other... miscellaneous filings; Manage Estate Calendar; Other duties as......
Supervisory Attorney (Estate Tax) (Senior Manager Readiness... Program (SMRP)) Duties: The Program offers the opportunity for well qualified individuals to received structured professional leadership development and experience. During the twelve month training and development program, all attendees will be assigned...
Temporary Supervisory Attorney (Estate Tax), IR 04 Duties:... and management techniques for planning, scheduling, and coordinating work... operations, planning and carrying out the... training and development of employees, evaluating employees' work performance, and in performing all other related administrative functions....
Supervisory Attorney (Estate Tax) (Senior Manager Readiness... Program (SMRP)) Duties: The Program offers the opportunity for well qualified individuals to received structured professional leadership development and experience. During the twelve month training and development program, all attendees will be assigned...
Giving Officer Duties: Establishes and oversees a comprehensive Planned Giving Program by identifying, cultivating, and soliciting planned gifts such as bequests, trusts, and gift annuities and develops all promotional materials used to encourage planned gifts. Responsible for identifying markets...