a compassionate and knowledgeable attorney to join its team,... planning, Special Needs, and Guardianship. This role involves providing... strategic counsel to clients and their families, assisting with Medicaid planning and qualifications, managing guardianships, and offering legacy planning solutions. Ideal candidates...
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Advisor The candidate will partner directly with the National Rochdale Independent Channel. Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Developmen... read more
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