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Senior Vice President / Deputy Practice Leader
Responsibilities: Has both account management and production responsibilities (hybrid role). Has both renewal/retention and new business goals. Responsible for the combined functions of the development and successful acquisition on new business revenue from...
and Estates Associate
The candidate must have 4-6 years of experience in a law firm's trusts and estates department (Vault 100 firm experience strongly preferred). Excellent academic credentials are needed. Should have significant experience with sophisticated estate and trust planning...
and Estates Associate
The candidate should possess 3+ years of experience in the areas of complex estate planning and related income tax, corporate, and personal planning for high net worth individuals and multinational families. Interest in learning international estate planning...
and Estates Private Client Attorney
The candidate must have... have significant experience in probate practice, estate planning (including... drafting of wills, trusts and other estate planning documents) and estate and trust administration (including the preparation and review of accounting documents)....
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high-net-worth individuals with sophisticated tax planning, wealth transfer and asset protection planning; Drafting wills and trusts; Obtaining IRS exemptions; Working with nonprofit organizations in connection with bequests from estates; Estate administration, from beginning to end, including probate, asset collection, estate....
Estate Planning Attorney
The candidate must have... 2 years of experience in estate planning and administration. Should have State Bar of New York license. Experience with guardianship proceedings. Knowledge with all aspects of the tax implications of trusts and estates...
Duties: Reporting to the Managing Director of Planned Giving, responsible for the cultivation and stewardship of loyal, annual donors, ages 50 and older, who are not currently assigned to a major gift officer. Will be responsible for...
Wealth Management Investment Advisory Attorney
Responsibilities: Day-to-day legal support... for Consulting Group investment advisory business, including the drafting of disclosure documents and client and manager agreements as well as issues relating to trading, best execution, trade allocation, operational issues, principal...