- Wipfli LLP (Loveland, CO)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- First National Bank of Omaha (Boulder, CO)
- …administer trust relationships and work with an investment portfolio manager to proactively perform investment or market analysis. They will develop, interpret, ... communicate and facilitate complex trust and estate planning matters as part...to fiduciary matters (eg estate planning, probate, estate , gift and income tax planning, guardianships,… more