planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title: Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal lines insurance policies as lead...
Title: Sr. Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring efficiency, proactive case management, and high-quality work product. - Handle all matters in accordance with company Trial Division standard methodology guidelines,...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
business. - Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading,... best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures, conflicts of interest, and cash solicitat...