Job Details
Paralegal, Trusts and Estates
- Minimum of 5 years Estate Administration experience
- Must hold Paralegal certification or applicable experience
- Ability to handle an estate from death to final distributions.
- Prepare probate documents.
- Assist with collecting assets and obtaining date of death valuations.
- Prepare state and Federal estate tax returns.
- Prepare Refunding Bonds for distributions.
- Familiarity with portability election, QTIP Trusts, Bypass Trusts, GST etc., and how to report on estate tax returns
- Familiarity with gift tax returns
- Close to Newark, NJ