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...
Job Title: Trust and Estate Planning AttorneyJob... highly skilled and knowledgeable Trust and Estate Planning Attorney... to join its team. The firm focuses on estate planning, probate, and guardianship matters, assisting clients through both the preparation of estate plans and...