legal guidance to senior management and the business, supporting... of the company's Wealth Management business. - Advise senior management... and other stakeholders on... aspects within the company's full-service wealth management business, which includes RIA,... Broker Dealer, and Trust offerings and services....
Job Title: Estate Planning Attorney Job Responsibilities: - Oversee the workflow... wills, trusts, powers of attorney, and healthcare directives. - Conduct... consultations with clients to assess their needs and objectives. - Develop and implement comprehensive estate plans tailored to each client's goals and objectives. -...
dedicated and skilled Associate Attorney with a strong background... in estate planning, elder law, probate/trust administration, and/or corporate commercial transactions. The candidate must demonstrate the ability to work independently and have a commitment to providing exceptional client thorough legal...