Job Title: Trust Administrator VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: Technical and... Opening Group to establish trust accounts. - Interpret governing instruments... and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
advanced strategies using various trust structures such as revocable... SLATs, GRATs, CRTs, dynasty trusts, and non-grantor trusts. - Advise clients on tax-efficient transfers involving estate, gift, and GST taxes. - Develop asset protection and beneficiary-controlled trust structures. - Provide guid......
Title: Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth individuals and families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated...
individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs),... Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime... Access Trusts (SLATs), Qualified Terminable Interest Proper...
firm. The primary responsibilities of this role include: - Handling a comprehensive range of private client practices, trust, and estate administration/planning. This... includes advising clients on complex wealth structures and drafting estate planning documents. - Conducting tax analysis, estate administration, and tr...
Federal and state estate tax and gift tax returns. - Prepares and files Federal and state fiduciary income tax returns. - Prepares estate and trust accountings to be filed... in the Surrogate’s Court for judicial settlement. - Prepares informational returns for tax-exempt entiti...
Title: Associate Director Tax Services Job Responsibilities: - Lead the delivery of comprehensive international tax services, providing guidance to . and foreign multinational companies on the tax implications of their international operations. - Coordinate . tax laws with foreign tax laws to develop...
for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets held within an administrative trust or probate. The manager... provides guidance and sets service standards regarding family mee...