Associate Attorney â€“ Estate Planning
Duties: An integral... of the regionâ€™s leading estate planning practice teams, which... a full spectrum of estate planning and probate services... and beneficiaries in both probate and trust administration matters,... including disputes. Will work directly...
Trust and Estate Planning Associate
The candidate... the following: drafting complex estate plan and business succession... planning documents for high net... clients on income, gift, estate and generation-skipping tax planning;... assisting with probate proceedings... processing Federal gift and estate tax returns. An undergraduate......
The candidate must be... and in good-standing associate attorney to work on a... focusing on family law, estate planning, and probate. Essential... Duties and Responsibilities include the following: Communicate with clients, opposing counsels, and other third parties effectively; Prioritize...
The candidate must be... and have 5-7 years in practice. Attorneys with strong Estate Planning and Probate knowledge... and the drive to help families in need of the services in the firm's practice areas are encouraged to apply....
The candidate will assist... areas of business law, estate planning, trademark law, and... real estate law. Should have a... desire to learn and a willingness to assist other attorneys. Willingness to split time between two offices is a...
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Wealth Planning Manager
Responsibilities: Successfully develop... on complex technical and planning issues such as business... succession, estate reduction, taxation issues, etc.... education and development of planning staff. Supervise planning staff... personalized and comprehensive wealth planning by gathering information, preparing... for all Sr Wealth Planning professionals and coordinate outreach... planning...
Providing trust, estate, and wealth transfer planning... advice.
Engaging in... high level trust administration.
Performing risk management activities for assigned client families.
Interpreting wills, trusts, and other legal documents.
Working cross-functionally within the firm...
allocation, investment management, wealth planning, credit and banking needs.... a holistic goals based planning approach. Strictly adhere to... understanding of investments, wealth planning, credit and banking concepts... Private Equity and Real Estate. 6+ years of work... experience; Private Banking or...
The candidate will focus... Personal Injury intake ; Estate Planning; Family Law; Criminal... Identifying process improvements to ensure best practices are met. Must be Spanish-speaking attorney. Must have excellent communication... skills to be successful in this client-facing role....
management, financial and succession planning, philanthropic and specialty asset... management, family office services, custom credit solutions, financial administration and family trust stewardship.
**MEMBERS ONLY**SIGN UP NOW***. is part of the Global Wealth and Investment Management unit of Bank of America, N.A.,...