estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel clients on wealth transfer, charitable giving, and... asset-protection planning. - Oversee trust and estate administration matters as needed. - Collaborate...
Job 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 aid in business growth, impacting the firm's success directly. - Mentor and coach...
Job Title: Wealth Management Attorney - Vice... contact supporting the company's Wealth Management's broker-dealer and investment... range of projects and initiatives that will help define retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and deep...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate... risk i...
OverviewA law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ideal candidate will have over 8 years of experience in estate planning, with a focus on tax and business planning. This role is perfect for a self-starter...