closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as Wills and Revocable Trusts. - Implement lifetime gifting strategies,... including a variety of irrevocable trusts. - Collaborate with trustees and... executors to administer trusts and est...
company will have a diverse set of responsibilities, including but not limited to: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax... planning and consulting services to high net worth clients...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory... Attorney will serve as a... primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
Job Title: Probate Attorney Job Responsibilities: The probate attorney at... The role requires the attorney to handle independent and... dependent administrations, general litigation and discovery, and alternative procedures to probate. The attorney must be willing to... travel regularly to court or various...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Job Title: Probate Attorney Job Responsibilities: - The candidate will... rules and deadlines. - The attorney must handle a significant... volume of cases within the field of creditor's rights, particularly those involving mortgage defaults related to deceased borrowers in state district courts and...
Tax and Estate Planning Attorney to join their esteemed... practice. This role is pivotal in providing expert guidance to high-net-worth families and entrepreneurs on all facets of estate planning, including tax implications, asset management, gifting strategies, and family dynamics. The...