- Robert Half Legal (Chesterfield, MO)
- …Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning , and case management. The ideal candidate ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills,... planning documents. Responsibilities: + Draft and review estate planning documents: trust documents,… more
- Texas Tech University (TX)
- …apply: 1. A demonstrated record of effective teaching in courses such as Wills & Trusts , Property, and/or Estate Planning . 2. An established record of ... scholarly publications in wills & trusts , property, estate planning , or...for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information or status as… more
- Dorsey & Whitney LLP (Seattle, WA)
- …owners and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree ... Trusts & Estates Associate (#964) - Seattle Dorsey...without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability,… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... testamentary/intervivos trust , estates, revocable and irrevocable trusts , guardianships and agencies) and the implementation of trust investment policies to… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts , charitable trusts , and… more
- JPMorgan Chase (New York, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts , charitable trusts , and ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...and we have been specifically recognized for our succession planning , advice and trust services. **Job Responsibilities:**… more
- Fox Rothschild LLP (Blue Bell, PA)
- Trust & Estate Planning ...research, writing skills, and academic record. + Experience in trusts and estate planning , administration, ... coast. We offer the reach and resources of a national law firm combined with the personal touch and...the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Commerce Bank (St. Louis, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or...knowledge of wealth management services, such as wealth transfer planning , taxation, estate planning , and… more
- Aston Carter (Phoenix, AZ)
- …for Charitable Remainder and Split Interest Trusts . + Assist with estate and trust administration by gathering financial data, tracking distributions, and ... Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...1. Performs technical tax review and approval of individual, trusts , estates, and related entities tax returns to ensure… more
- Edward Jones (St. Louis, MO)
- …for High Net Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts , wills, power of attorney, medical/healthcare ... you have a strong background in high net worth estate planning ? If you answered yes to...Trusts , Generational Skipping Tax Transfer (GSTT), generational gift planning , Qualified Personal Residence Trusts , etc. Should… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …normally required. + Related legal/business experience in the financial services industry, including trust and estate planning experience preferred. + CTFA ... Trust Officer I Canandaigua National Bank...Prepares and maintains documentation, status records and reports on trusts , estates, business development, and financial planning … more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? This position is responsible for the administration and distribution of estate / trust assets held within an administrative trust or probate. ... YOU DO? * Manage the larger, more complex probate estates and deceased grantor trusts . * Increase estate revenue by developing and maintaining partnerships with… more
- Wipfli LLP (Chicago, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Wipfli LLP (Detroit, MI)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Wells Fargo (San Francisco, CA)
- …trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain ... and internal policies, preliminary risk analysis; review and implementation of estate planning documents; identifying compliance/risk and potential risk issues,… more
- American Tower (Woburn, MA)
- **The Team** We are seeking a Senior Analyst, Real Estate Planning to join American Tower's Property Management team. The team supports strategies, program ... analyses. + Manage the performance and development of Real Estate Planning Analysts, including the recruiting and...countries. We are one of the largest global Real Estate Investment Trusts (REITs) and a publicly… more
- E&J Gallo (Modesto, CA)
- Staff Counsel - Family Estate Planning Location: Modesto, CA, US, 95354 Apply now " Date: Jul 26, 2025 Company: Gallo Gallo Privacy Policy ... you a dedicated legal professional with a passion for estate planning , business transactions, and real ...counsel. In this role, you will draft and implement estate plans, trust administration documents, contracts for… more