gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate with team... members to review and support the preparation of var...
Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents... for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment...
Title: Commercial Underwriting Counsel – Hybrid Orlando or Remote Job Responsibilities: - Provide underwriting support, counsel, and authorization to company personnel and customers related to the issuance of title insurance commitments and policies. - Apply underwriting standards and guidelines within delegated authority limits. -...
Wealth Management Trusts & Estates Tax Operations, Vice President Job... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team... members to r...
Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new...
Title: Managing Counsel – Data Center and Networking (Networking Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking at the company is responsible for providing legal support for complex data center power and energy transactions. This role involves partnering with...