beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Title: Family Law Attorney Job Responsibilities: - Provide legal counsel and representation in family law matters, including divorce, annulment, child custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans,...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key...
Title: Wealth Transition Services Senior Manager - Estate & GST Reviewer Job Responsibilities: - Review United States Estate and Generation-Skipping Transfer (GST) Tax Returns (Form 706) and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are...
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...
Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations to provide clients with information regarding legal business issues. - Offer tailored legal advice on estate plans and strategies. - Engage in special projects related to asset protection and business planning. Document Drafting and Review: -...
Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will undertake several critical responsibilities to support the Trust Services business within the Wealth and Investment Management sector. These responsibilities include: - Leading complex...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters with significant impact on the Company's operations, strategies, or profitability. - Provide...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that significantly impact the Company's operations, strategies, or profitability. - Provide...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for leading complex initiatives that have a broad impact on the Company's operations, strategies, or profitability. Key duties include: - Acting as a...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for: - Leading complex initiatives with broad impact and acting as a key participant in large-scale planning. - Handling matters that significantly impact the...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
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: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets held within an administrative trust or probate. The manager provides guidance... and sets service standards regarding family mee...
Title: Senior Vice President, Fiduciary Job Responsibilities: - Administer and advise on fiduciary duties and interpretation of trust documents as a trustee, ensuring adherence to the highest fiduciary standards for multi-generational families. - Coordinate strategic plans to manage and grow client relationships with...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate... directives. - Prepare and file probate documents such as petitions,... asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial...
various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently... while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication with clients during standard business hours (9 AM...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The Manager, Counsel - Retail Bank Legal at the company will play a key role in providing legal support and strategic guidance to the Retail Bank Operations organization. The role involves collaborating...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: - Serve as the Legal point of contact for bank operations functions, providing support for issues related to garnishment, third-party claims, deceased accounts, and escheatment/unclaimed property reporting requirements. - Identify and coordinate resolution...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The role of Manager, Counsel - Retail Bank Legal at the company involves providing critical legal support to the Retail Bank Operations organization. The primary responsibilities include: - Serving as the legal point...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The Manager, Counsel role in the Retail Bank Legal team involves several key responsibilities in providing legal support and guidance for the Retail Bank Operations organization. The attorney in this role is...
Title: Legal Counsel Manager - Waterford Job Responsibilities: - Responsible for overseeing all legal activities within the Bank's Florida Region and directing the activities of the legal staff. - Assist in safeguarding the region's legal interests and ensuring operations are conducted within established...
Title: Legal Counsel Manager - Waterford Job Responsibilities: - Responsible for all legal activities of the Bank’s Florida Region, directing the activities of legal staff to protect the region’s legal interests and ensure operations are within legal scope. - Provide...
Title: Senior Real Estate Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if applicable...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...