Title: Estate Planning Partnership Track Associate Job Responsibilities: - Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney. - Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. - Assist clients through probate proceedings and related...
clients from an income, trust, estate, and tax planning... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration... and restructuring. - Counsel... clients on asse...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Associate General Counsel – Individual Retirement & Life Job Responsibilities: - Provide legal advice, counsel, and guidance on a wide range of legal and regulatory issues within the Individual Retirement and domestic Life Insurance business. - Offer trusted advice and counsel to...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group of...
OverviewA law firm seeks an experienced Estate Planning Partnership Track Associate to join their Houston, TX office. This role requires a minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through...