- Frontall USA LLC (Henderson, NV)
- …to long-term client relationships. About the Role: The firm is seeking a motivated Associate Attorney with experience in estate planning to join its supportive, ... needs and recommend customized estate plans Draft estate planning documents including wills, trusts , powers...plans Draft estate planning documents including wills, trusts , powers of attorney, and healthcare directives Develop creative… more
- Monster (Carmel-By-The-Sea, CA)
- …opportunities (ie, reloads, referrals, additional sales). $32.50/hr Training Pay The Sales Associate position pays a base wage of $16.50 per hour with production ... required to maintain an active and in-good standing professional Real Estate License where mandated by law. Preferred:One-year related experience Successful… more
- Monster (Berwyn, PA)
- …including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, ... Job Description Bryn Mawr Trust , a WSFS Company, provides locally managed and...requirements, legal limitations, and may vary based on an Associate 's location and employment status. For more information about… more
- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the ... - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills -… more
- Internal Revenue Service (Washington, DC)
- …legal and technical consultant for the Associate Chief Counsel Passthroughs, Trusts and Estates (PT&E) on tax matters involving passthrough entities ... legal and technical consultant and confidential advisor to the Associate Chief Counsel (PT&E) and the Deputy Associate...partnership, LLC, S Corp); Trusts (including revocable trust , irrevocable trust under); Estate … more
- Robert Half Legal (Chesterfield, MO)
- …legal team in Chesterfield! A well-established, client-focused law firm is seeking a skilled Trusts and Estates Paralegal with Gift Tax Experience to support its ... work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of... planning or probate law + Paralegal certificate or associate 's degree required; bachelor's preferred + Strong attention to… more
- The Salvation Army (West Nyack, NY)
- …Document Management and archives when necessary. + Update information in 3rd Party Trust tab in Estates Database when necessary. + Assist Document Specialist ... an open position for a Legal Assistant I - Estates Specialist. This position functions as an integral component...the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy cases through… more
- Fox Rothschild LLP (Philadelphia, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild ... the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate ...research, writing skills, and academic record. + Experience in trusts and estate planning, administration, and taxation… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have two to three years ... of experience in estate and trust matters, including the preparation...healthcare directives. * Assist clients in the administration of trusts and probate estates , ensuring compliance with… 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 ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… 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 ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income,...Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we… more
- Raymond James Financial, Inc. (Columbus, GA)
- …In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...tax law in the administration of revocable and irrevocable trusts and decedent's estates . . Maintains a… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- JPMorgan Chase (Dallas, TX)
- …developers, investors, operating companies, investment funds and trusts ! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate , your ... commercial real estate owners,...(REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office… more
- Regions Bank (Atlanta, GA)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Williams Parker (Sarasota, FL)
- …region's largest and oldest law firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota, Florida. As Sarasota's ... for their businesses and families through a variety of specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience.… more
- UMB Bank (Rust, MI)
- … Trust Advisor team serves as subject matter expert on probate estates , conservatorships, personal trusts (inter vivos and testamentary), custody, agency, ... fiduciary administration for all aspects of assigned accounts, including probate estates , conservatorships, personal trusts (inter vivos and testamentary),… more
