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Trusts And Estates Attorney Jobs in In-House

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Trusts And Estates Attorney Jobs in In-House - Related Job Titles

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SPONSORED JOB
Company
Experience
Min 1 yrs required
Location
Frisco, TX
Posted Date
Jan 22, 2022
Total Views
4
Attorney Wills and Estate Responsibilities: Support the product team to build estate processing product; Act as a Subject Matter Expert to the product team to improve the quality of the platform; Test functionalities and provide feedback to the product and development teams; Help draft operational manuals and workflows to develop operating standards. During regular estate settlement processing: Estate tax research & planning; Draft estate planning and settlement documents;... read more
SPONSORED JOB
Company
Experience
Min 1 yrs required
Location
New York City, NY
Posted Date
Jan 22, 2022
Total Views
8
Attorney Wills and Estate Responsibilities: Support the product team to build estate processing product; Act as a Subject Matter Expert to the product team to improve the quality of the platform; Test functionalities and provide feedback to the product and development teams; Help draft operational manuals and workflows to develop operating standards. During regular estate settlement processing: Estate tax research & planning; Draft estate planning and settlement documents;... read more
SPONSORED JOB
Company
Experience
Min 1 yrs required
Location
New York City, NY
Posted Date
Jan 22, 2022
Total Views
6
External Consultant Wills And Estate Attorney The candidate will draft estate planning and settlement documents. Will represent executors in probate applications. Support executor duties on and off-platform. Probate & estate administration. Perform legal research. Assist in asset evaluation. Assist with living wills & trusts. Assist clients through difficult times. Should have relevant experience in wills & estates practice. Must be an attorney in good standing in the stat... read more
Company
In-House
Experience
Min 3 yrs required
Location
Dallas, TX
Posted Date
Jan 23, 2022
Info Source
Employer
Total Views
68
Core Tax Services Senior Associate The candidate' will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Core Tax Services Senior Associate will act a... read more
Company
In-House
Experience
Min 8 yrs required
Location
Philadelphia, PA
Posted Date
Jan 22, 2022
Info Source
Employer
Total Views
75
Fiduciary Counsel Duties: Serve as trusted and practical advisor for trust administration, estate settlement and wealth advisory matters. Provide creative yet prudent advice on complex transactions and structures as well as on questions around wealth advisory agreements and fee structures. Work collaboratively with outside counsel to resolve fiduciary issues. Provide counsel to the Fiduciary Practices Committee. Coach, counsel and support client advisory teams to ensure pr... read more
Company
In-House
Experience
Min 10 yrs required
Location
Los Angeles, CA
Posted Date
Jan 22, 2022
Info Source
Employer
Total Views
10
Managing Director, Fiduciary Specialist The candidate ‘will be responsible for initiating, nurturing and expanding new business opportunities with individual clients and significant COI relationships for the Company, nationally. He/She will educate prospects on the strategic advantages of trusts and benefits of working with First Republic Trust Company. This person will be a key member of the Business Development team, responsible for driving account growth and revenue g... read more
Company
In-House
Experience
Min 2 yrs required
Location
Salt Lake City, UT
Posted Date
Jan 22, 2022
Info Source
Employer
Total Views
11
Associate Estate Attorney The candidate will prepare all estate reviews for clients. This will include reviewing documents, preparing a firm-specific summary for clients that earmarks appropriate issues, and presenting that summary in client meetings with advisors and financial planners. Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning and trust tax planning. Communicate with strategic partners in att... read more
Company
In-House
Experience
Min 2 yrs required
Location
Littleton, CO
Posted Date
Jan 22, 2022
Info Source
Employer
Total Views
14
Associate Estate Attorney The candidate will prepare all estate reviews for clients. This will include reviewing documents, preparing a firm-specific summary for clients that earmarks appropriate issues, and presenting that summary in client meetings with advisors and financial planners. Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning and trust tax planning. Communicate with strategic partners in att... read more
Company
In-House
Experience
Min 10 yrs required
Location
San Francisco, CA
Posted Date
Jan 22, 2022
Info Source
Employer
Total Views
17
Bilingual Senior Wealth Planner - Mandarin The candidate ‘will work closely with high and ultra-high net worth individuals and families to advise on wealth and generational planning needs. will serve as a key client-facing member of the US Private Banking team, partnering with Relationship Managers and Investment Counsellors to provide outstanding client experience. As a key individual contributor, will achieve success through effective marketing of wealth planning advic... read more
Company
In-House
Experience
Min 8 yrs required
Location
Naples, FL
Posted Date
Jan 21, 2022
Info Source
Employer
Total Views
13
Wealth Management Advisor- II The candidate ‘will serve as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Respon... read more
Company
In-House
Experience
5-10 yrs required
Location
Newark, DE
Posted Date
Jan 21, 2022
Info Source
Employer
Total Views
28
Wealth Management, Tax Information Reporting Duties: Serve as a leader for tax information reporting and withholding obligations under Chapter 4 (FATCA), Chapter 3 (NRA), and Chapter 61 (BUW). Work with internal teams regarding implementation and support/improvement of BAU processes and procedures for continuous information reporting and withholding compliance. Oversee and ensure compliance with tax withholding and reconciliation. Enable management by providing timely, acc... read more
Company
In-House
Experience
Min 10 yrs required
Location
Wilmington, DE
Posted Date
Jan 21, 2022
Info Source
Employer
Total Views
5
Vice President, Senior Trust Officer Duties: Carry out all account administrative duties either directly if appropriate or supervise activities conducted by others affecting the account. Manage fiduciary risk while maintaining administrative and compliance excellence. Provide ongoing training and guidance to administrative staff and delegate responsibilities as appropriate. Maintain knowledge of SunGard operating system. Identify any issues or problems and promptly bring t... read more
Company
In-House
Experience
Min 1 yrs required
Location
Frisco, TX
Posted Date
Jan 21, 2022
Info Source
Employer
Total Views
4
External Consultant Wills And Estate Attorney The candidate will draft estate planning and settlement documents. Will represent executors in probate applications. Support executor duties on and off platform. Probate & estate administration. Perform legal research. Assist in asset evaluation. Assist with living wills & trusts. Assist clients through difficult times. Should have relevant experience in wills & estates practice. Must be attorney in good standing in the state o... read more
SPONSORED JOB
Job title
Experience
Min 4 yrs required
Location
Miami, FL
Posted Date
Jan 23, 2022
Total Views
5
Trust Advisor II DUTIES AND RESPONSIBILITIES: Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions. Understand and provide interpretation as related to fiduciary documents and strategies. Conduct... read more
SPONSORED JOB
Experience
10-15 yrs required
Location
New York City, NY
Posted Date
Jan 23, 2022
Total Views
16
Senior Trust Advisor DUTIES AND RESPONSIBILITIES: Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration... read more
SPONSORED JOB
Company
Experience
Min 2 yrs required
Location
Phoenix, AZ
Posted Date
Jan 23, 2022
Total Views
7
Associate Estate Attorney Responsibilities: Prepare all estate reviews for clients. This will include reviewing documents, preparing a firm-specific summary for clients that earmarks appropriate issues, and presenting that summary in client meetings with advisors and financial planners. Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning and trust tax planning. Communicate with strategic partners in atto... read more
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