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PWM, Trust Services, Assistant Trust Officer, Summer Associate
The candidate will help to administer a book of a book of fiduciary accounts while maintaining the highest service and fiduciary standards. Will interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary. Prepare account regulatory reviews and discretionary distribution requests. Coordinate and oversee tax pre... read more
Wealth Management, Trust and Estate Tax Technical Lead, Executive Director
The candidate would partner closely with the T&E practice leaders to provide tax technical expertise in the interpretation and application of Federal and State laws and regulations applicable to Wealth Management clients. This position would also collaborate with the Trust and Estate Operational Tax Lead who is responsible for vendor management and oversight of the tax return filings prepared by ex... read more
Philadelphia office of our client seeks attorney with 2-5 years of experience. The candidate will be handling of a wide variety of cases in the areas of Complex Civil Litigation (both plaintiff and defendant), Real Estate, Business, and Wills/Estates. Must be licensed in both Pennsylvania and New Jersey. read more
The candidate will be responsible for both general Federal Court litigation and briefing work and primarily providing numerous daily 30-minute phone consultations to subscribers of a legal services plan covering the State of Delaware, in the following main areas of law: Small business/corporate Entity formation and Start-up issues Basic intellectual property questions (copyright and trademark), Wills, Trusts and Estates Divorce, family law, child custody General c...
The candidate will assist on for sophisticated and diverse work handling complex trust matters. Must have 6+ years of experience. Must come from a private client services practice or bank trust department and have worked with a range of complex trust matters, including asset protection. An LL.M. or an MBA degree would be a plus. Good client relationship skills required.
Wilmington office of our client seeks attorney with 3-4 years of experience. The candidate should have experience providing advice to LLCs, partnerships, managers, general partners, and investors on Delaware LLC, LP and GP law, including drafting LLC and partnership agreements and related governing documents, and advising on fiduciary duties, mergers and acquisitions, governance matters, formation and structuring issues, and compliance with the Delaware alternative entity s...
The candidate must have a strong book of portable business, particularly in the areas of litigation (especially commercial litigation), trusts and estates, real estate and bankruptcy.
Alternative Entity Attorney
The candidate should have 3-4 years of experience providing advice to LLCs, partnerships, managers, general partners, and investors on Delaware LLC, LP and GP law, including drafting LLC and partnership agreements and related governing documents, and advising on fiduciary duties, mergers and acquisitions, governance matters, formation and structuring issues, and compliance with the Delaware alternative entity statutes. Delaware statutory trust e...
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PWM, Trust Services, Assistant Trust Officer, Associate
Duties: Help to administer a book of a book of fiduciary accounts while maintaining the highest service and fiduciary standards. Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary. Prepare account regulatory reviews and discretionary distribution requests. Coordinate and oversee tax preparation on accounts wi...
Assistant Trust Officer
Responsibilities: Work with assigned Client Advisor teams to support proper administration of a book of assigned trusts. Prepare documents relating to the transfer of trusts to BTDel (e.g. Acceptances of Appointment). Coach members of the Client Advisory teams in the proper account structure, funding, fees, and coding related to new accounts at the point of account opening. Review governing instruments (e.g. trust agreements and wills) and prepare t...
Wealth Management - Private Bank Trust Officer, VP / ED
The responsibilities of this role are as follows: Technical and Risk Management: Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee. Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate f...
Associate Attorney- Elder Law/Trust & Estates
The candidate will be responsible for long term care planning, Estate planning, Special Needs planning, as well as Estate & Trust Administration. Must have 3+ years of related experience, PA Bar admission, and live nearby Media, PA.