International Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu... read more
The candidate will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions in the practice areas of estate planning, estate and trust administration, probate, business entity formation and transactions, and contract law. Draft pre-death estate planning documents; address all issues arising in post-death estate and trust administration; collect and gather information concerning the administration of estates... read more
Private Client Advisor II
The candidate does client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of **MEMBERS ONLY**SIGN UP NOW***. capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Facilitate t...
The candidate will have the ability to grasp advanced technical concepts dealing with personal estate planning strategies, strong academic credentials, and have good communication skills. Provide legal support to clients and assist attorneys. Maintain client relationships. Prepare customized estate planning documents. Assist in the probate process. Should have Bachelor's degree. Must have law Degree. Must be licensed by the State Bar of Texas. Top 20% of...