managing a portfolio of fiduciary and investment management accounts... specifically designed for high-net-worth clients and beneficiaries, which often involves multi-generational families. The primary responsibilities include: - Overseeing the administration and business development of complex investment management and trust accounts. - Collaborating with...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects, particularly those related to tax planning opportunities and understand...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
compliance, employee benefits plans, fiduciary responsibilities, and related regulations. -... Navigate complexities of ERISA while working with a diverse range of clients including businesses, plan sponsors, and fiduciaries. Litigation and Dispute Resolution: - Represent clients in ERISA litigation, ensuring the protection of th...
Overview: A well-established law firm is seeking an experienced Senior Estates and Probate Attorney with 7+ years of expertise in estate planning and probate law. This position offers a dynamic, autonomous work environment where the attorney will receive a substantial...