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: 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: KPB Trust Officer Job Responsibilities: The KPB Trust Officer is responsible for executing fiduciary responsibilities on behalf of the company as a corporate fiduciary. This involves the administration and post-death settlement of fiduciary accounts, providing expert trust and estate administration, and...
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 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...
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: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate in the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division will be responsible for: - Providing routine legal guidance on well-defined...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Banking, Lending & Trust (BL&T) section of the Wealth &...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters, in...
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...
Job Title: Virtual Probate Paralegal Job Responsibilities: - Draft... and file probate court documents, including petitions,... financial institutions. - Track probate timelines and court deadlines,... ensuring timely filings and compliance. - Communicate with court clerks and maintain current knowledge of local...
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...
across 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 (...
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: . 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: 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...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a crucial role in the success and growth of the business. The primary responsibilities include the...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a pivotal role in ensuring the success and growth of the business. Key responsibilities...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) team at the company, the role involves several key responsibilities critical to the success and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Assistant District Attorney - Conviction Integrity Unit The **Members Only** is seeking experienced attorneys to work as assistant district attorneys in its Conviction Integrity Unit (“CIU”). Following best practices established in this expanding field, the CIU reinvestigates and resolves credible...
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...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
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...
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: Right of Way Title and Closing Agent - (185999) Job Responsibilities: The Title Agent II will be responsible for a variety of tasks centered around the reading, interpreting, and managing of legal descriptions and documents related to real estate. Specific responsibilities...
Title: Right of Way Title and Closing Agent - (185999) 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...
Title: Right of Way Title and Closing 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, and bring these matters...