Job Title: Trusts & Estates Planning Attorney Job... comprehensive estate planning documents such as Wills, Trusts, Powers of Attorney, Healthcare... Directives, ILITs, SLATs, and gifting trusts. - Conduct client meetings to... design, review, and execute estate plans while guiding clients through e...
service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel on a ......
Title: Staff Attorney (Civil Law) Job Responsibilities: The Staff Attorney will be responsible for providing legal representation in various civil matters, including but not limited to real estate, bankruptcy, and estate planning before courts and related venues. The key duties...
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: Counsel, Corporate Services Job Responsibilities: The Counsel, Corporate Services position is integral to the Global Corporate Services Legal Team within the company's Global Legal BP organization. This role primarily supports the Corporate Services department, which encompasses functions such as Administration, Real...
federal income tax issues related to real estate. These include: - Conducting research and analysis on various federal income tax issues, including those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S corporations, C corporations,... and accounting metho...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
Title: Senior Lead Fiduciary Strategist (LO) Job Responsibilities: In the role of Senior Lead Fiduciary Strategist (LO) at the company, the candidate will be expected to: - Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning. -...
- Vice President Assistant General Counsel Job Responsibilities: - Develop subject... investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...