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Trust Estate Attorney Jobs

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SPONSORED JOB
Company
Strategic Wealth Legal Advisor...
Experience
Location
Roseville, CA
Posted Date
Jun 17,19
Info Source
Employer
Total Views
500+
Total Applies
8
Roseville estate Planning law firm seeks... drafting revocable trusts, drafting trust amendments, review of trust documents with clients, and... creation of custom trust language, as well as,... primary attorney for the estate planning case load. Knowledge attorney read more
SPONSORED JOB
Company
Howard & Howard
Experience
Min 10 yrs required
Location
Chicago, IL
Posted Date
Jun 10,19
Info Source
Employer
Total Views
71
is currently looking for estate Planning Attorney(s) to join... 10 years’ experience with trust and estate planning, business... succession, and... asset protection strategies. All candidates must have excellent interpersonal, verbal,... read more
SPONSORED JOB
Company
Lang, Richert and Patch
Experience
Min 5 yrs required
Location
Fresno, CA
Posted Date
Jun 17,19
Info Source
Employer
Total Views
7
Center, seeks a transactional attorney with a minimum of... commercial contract drafting, and estate planning. An LLM in... tax law, or a familiarity with the Internal Revenue Code, is a... read more
Company
In-House, U.S. Trust
Experience
Min 12 yrs required
Location
Cincinnati, OH
Posted Date
Jun 14, 19
Info Source
Employer
Total Views
148
Client Advisor The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to... read more
Company
Recruiter
Experience
Min 5 yrs required
Location
San Francisco, CA
Posted Date
Jun 10, 19
Info Source
Recruiter
family businesses on tax, trust and estate and business... Agreements, Decanting and Private Trust Companies in providing clients... with long term wealth planning strategies. Knowledge of and ability to research and apply rules governing income taxation of trusts and estates,... read more
Company
In-House, Wilmington Trust Corporation
Experience
Min 7 yrs required
Location
Villanova, PA
Posted Date
Jun 14, 19
Info Source
Employer
Total Views
56
including to: investment management, trust, credit, planning, insurance, and... banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for his/her relationships . Recommend ideas, suggestions and alternative... read more
Company
In-House, Andersen Tax LLC
Experience
Min 2 yrs required
Location
San Francisco, CA
Posted Date
Jun 15, 19
Info Source
Employer
Total Views
21
Senior Associate – Private Client Services The candidate will participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Prepare and review tax returns as well as... read more
Company
In-House, Wilmington Trust Corporation
Experience
Min 7 yrs required
Location
Washington, DC
Posted Date
Jun 14, 19
Info Source
Employer
Total Views
63
limited to investment management, trust, credit, planning, insurance, and... banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for his/her relationships. Generate new sales revenue through client... read more
Company
In-House, Wilmington Trust Corporation
Experience
Min 7 yrs required
Location
Baltimore, MD
Posted Date
Jun 14, 19
Info Source
Employer
Total Views
79
including to: investment management, trust, credit, planning, insurance, and... banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for his/her relationships . Recommend ideas, suggestions and alternative... read more
Company
In-House, U.S. Trust
Experience
Min 12 yrs required
Location
Westlake Village, CA
Posted Date
Jun 10, 19
Info Source
Employer
Total Views
8
Client Advisor II The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive... read more
Company
Law Firm, Withers
Experience
Min 5 yrs required
Location
San Francisco, CA
Posted Date
May 22, 19
Info Source
Employer
Total Views
29
family businesses on tax, trust and estate and business... Agreements, Decanting and Private Trust Companies in providing clients... with long term wealth planning strategies. Knowledge of and ability to research and apply rules governing income taxation of trusts and estates,... read more
Company
Law Firm, Withers
Experience
Min 4 yrs required
Location
New Haven, CT
Posted Date
May 22, 19
Info Source
Employer
Total Views
13
complex domestic estate and trust planning, including working with... Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies. Some knowledge of... income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax and Chapter 14. International experience.... read more
Company
In-House, U.S. Trust
Experience
Min 12 yrs required
Location
Walnut Creek, CA
Posted Date
Jun 14, 19
Info Source
Employer
Total Views
52
leveraging the entire US Trust platform. Should have 12+... years of private banking or complex financial services experience OR minimal equivalent of a bachelors degree. Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after... read more
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