Firm is seeking a Tax, Trusts & Estates Associate... to join one of our Florida, New Jersey or New York offices. The . in Taxation or Estate Planning and should have... is required. The Tax, Trusts & Estates Associate......
on complex estate and tax planning strategies. - Draft and... implement advanced estate planning structures, including GRATs,... clients on income, gift, estate, and generation-skipping transfer tax... strategies. - Collaborate with CPAs,... advisors, and family offices to execute planning solutions. - Manage matters ......
will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Applying... knowledge of relevant state and federal tax laws. - Managing domestic es......
will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Advising... on domestic estate planning, including succession planning... and lifetime giving. - Addressing estate and inc...
H1: Mid-Level Private Wealth Services Associate... Are you a mid-level associate with an .... Private Wealth Services Practice. About the Position: - Job ID: 1864 - Position: Associate (Level 4+) - Department: Business... - Open Date: Tuesday, N...
in the areas of estate planning, estate and gift... taxation, and estate and trust administration. - Offer... related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who is Florida...
understand and guide their estate planning goals. - Draft and... review estate plans, including wills, trusts,... powers of attorney, and health care documents. - Assist with probate and trust administration from start to finish. - Manage cases independently with a "no surprises" approach. -...
and coordinating the real estate transaction and closing process. -... The position is 100% in-office and requires effective communication with corporate staff, outside counsel, title agencies, and on-site sales staff to meet the company's legal needs promptly and in alignment with...
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 strategies, and succession planning.... This includes dealing with domestic estate planning, succession planning, ......
years of experience in estate and trust planning and... holding an LLM in Estate Planning or Tax. This... role involves working... and ultra-high net worth families and successful and implement complex estate plans for diverse ... and review estat...