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Duties: Answer basic... estate planning questions from FAs... the use of trusts, trust and estate administration, and... tax planning.... Develop comprehensive, customized estate planning reports and analysis.... integrate the use of estate planning calculations to illustrate... estate articles on estate and trust planning concepts for internal......
personal, financial, legal and tax consequences of charitable giving,... including the Board of Trust. Further enhancement of the... preferred with knowledge of estate planning, federal and state... tax law as it impacts... charitable giving. Should have 3+ years of within...