with qualified retirement plans, nonqualified plans, equity plans and plans for tax-exempt entities. The ability to manage multiple assignments concurrently, a willingness to work across offices, and produce top quality... read more
Duties: Reporting to... of the Director of trust & estate Services, the trust Counsel provides an advanced... integrated wealth management from trust Counsel offering perspective. Provide... guidance to designated trust Administrators. Review openings and trust related... read more
Duties: Provide existing... integrated wealth management from trust Counsel offering perspective. Provide... guidance to designated trust Administrators. Review openings and... closings of trust related accounts, as appropriate. Refer... marketing support including updating trustestate and Wealth Transfer trustread more
The candidate must have... 5+ years of litigation experience including experience in Conservatorships. Experience in other areas of the law are also welcome. Should be able to generate at least 30% of billings from existing clients or business development...
Trusts and Estates Attorney
The candidate should have... strong technical expertise in trust and estate law for... matters and death administrations; trust and estate litigation expertise... research, and excellent communication and people skills. LLM in Tax or Estate Planning helpful....
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on...
seeks estate planning and trust administration associate attorney with... updates and/or upgrades to estate plans; engage clients to... forward with preparation of estate planning documents. Work closely... center. Review draft of estate plans to ensure that... Bar Certified Specialist in Trust, Wills, and Probate (as... estate...
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Duties: Meet with prospective... updates and/or upgrades to estate plans; engage clients to... forward with preparation of estate planning documents. Work closely... the client experience and attorney ethics at the center.... Review draft of estate plans to ensure that... attorney...
Associate Attorney / Of Counsel â€“... Certified Specialist Estate Planning, Trust & Probate Law
Candidate... context. Must be an attorney with a Specialization in... Estate Planning, Trust & Probate Law. Excellent... writing skills, solid credentials, positive attitude, and a desire...