Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The role involves... Department (PCD) of a law firm, specializing in high-net-worth... trust and estate planning and administration. The successful candidate will be responsible for advising clients on sophisticated trusts and estates matters, tax...
Client Trusts & Estates Associate/Senior Associate Job Responsibilities: - Demonstrated experience... in high-net-worth trust and estate planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues,...
Job Title: Senior Associate – Private Client Services Job... Responsibilities: The Senior Associate in the Private Client... role involves working closely with individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. The Senior Associate will collaborate with ......
Job Title: Senior Associate – Private Client Services Job... Responsibilities: - Provide legal services in estate planning, estate and gift taxation, estate and trust administration, and related services. - Work with individuals, charitable organizations, foundations, and corporate fiduciaries, including banks and trust companies. -...
estate planning documents, including wills, trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients on trust funding, asset titling, and administration strategies. - Maintain frequent and direct client contact. - Collaborate with attorneys across law...
Job OverviewA law firm seeks an experienced... Client Trusts & Estates Associate/Senior Associate to join their... West Palm Beach, FL office. The ideal candidate will have a minimum of 4 years of experience in high-net-worth trust and estate planning and...