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Wealth Strategies Analyst
The candidate supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team...
Vice President / Executive Director - Wealth Management, Private Bank, Banker
The candidate will be identify and develop client relationships within the ultra-high net worth or high net worth market. Will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for our most complex clients. Deliver a complete wea...
Kennewick office of our client seeks attorney with preferably 10+ years of experience. The candidate will serve in family law, criminal defense, personal injury, probate and elder law, estate planning, and general civil litigation. Should have WSBA membership. Bilingual in Spanish is a plus.
Trusts and Estates Associate
The candidate should preferably have a keen interest in the field of estate planning and probate - drafting wills, trusts, powers of attorney, advance health directives and community property agreements, probate and trust administration, and personal and charitable gift planning. Excellent communication, interpersonal and writing skills required. Washington State Bar admission or eligibility required. Candidate with a Tax LL.M. preferred.
Trusts & Estates Associate
The candidate will focus on serving high net-worth individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning. Will take significant responsibility over matters and work directly with estate planning clients. Must have a desire to work hard as part of a highly efficient and dynamic team of talented professionals. Should have 3-5 years of trusts...
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Estate Planning Associate
The candidate must have 4+ years of relevant work experience in estate planning, trust and estate administration, closely held business planning, gift and estate tax, and charitable planning. Strong academic credentials, client service skills, and writing skills are required. Membership to the Washington Bar is strongly preferred. Must have a JD degree from an ABA-approved law school and be an active member in good standing of the Bar.
Responsibilities: Prepare estate planning documents and correspondence. Open, administer, and close probates and non-probates. Advise and meet with clients. Assist in the formation and management of corporate entities. Prepare documents for corporate transactions.
Junior Associate Attorney-Trust & Estate Planning
Candidates must have strong academic credentials and excellent verbal and written communication skills. Should have 3+ years of relevant experience in trust and estate planning. Experience with charitable planning and/or a Tax L.L.M. is preferred.
Attorney at Law
The candidate must have 5+ years of experience in trust and estate planning, or in a practice area other than family law and personal injury. Should be admitted and in good standing with the Washington Bar Association.
Associate Attorney - Elder Law & Estate Planning
The candidate will meet with clients/prospective clients, draft trusts, assist with estate planning, review wills and provide counsel for clients in all other aspects of their estate. Requires public speaking at events and other educational seminars. Will be establishing and maintaining strong and long-lasting relationships with clients and the community. Should have Washington law license (or reciprocity available) with 3-5...