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experienced Estate Planning and Wealth Transfer Partner to join... its Wealth Transfer Group. The ideal... in complex estate planning, wealth transfer, business succession planning,... and philanthropy. They should possess exceptional leadership skills and can step into a leadership role withi...
is seeking a Lateral Transfer Tax Planning Partner to... possess extensive experience in transfer tax planning and drafting,... along with mentorship of associates and practice management. Duties:Lead the estate planning practice, providing strategic direction and guidance.Oversee and actively participate in tra...
(Preferred) CT Bar Admission (Preferred) Salary: $100,000 / Yearly Department: Trusts and Estates Job Type: Full-time Experience: 5 years or more Location: Brewster, NY Salary Information: The salary for this position is $100,000 per...
working with high net-worth individuals and families and their advisors on tax-efficient wealth transfer strategies - Admitted to... practice in Vermont or eligible for admission - Admission to practice in New Hampshire is desirable - Experience in business succession planning is a plus S...
Title: Tax & Probate Associate Location: Denver, CO Salary: Starting at $180,000 for first-year associate H1: Join Our Ultra-High-Net Worth Estate and Tax Planning Team at Sherman & Howard H2: Seeking an Associate with an Entrepreneurial Attitude and Desire...
Title: Tax & Probate Associate Location: Denver, CO Department: Estate Planning Experience: 0-5 years Salary: Base salary begins at $180,000 for first-year associate Responsibilities: - Develop and draft complex estate planning documents for ultra-high-net-worth individuals -...
Wealth Strategist - Houston, Texas... planning, personal philanthropy, and wealth transfer/tax minimization needs. -... Develop holistic, integrated planning strategies that incorporate Bank of America's offerings. - Expand existing client relationships and acquire new assets with high- or ultra-high net worth...
by a Bank, Private Wealth Management firm or Trust... Company Company: Bank of America Department: Private Bank H1: Join the Bank of America Team as a Regional Fiduciary Officer H2: Drive Responsible Growth and Make a...
Friendly Job Title: Regional Fiduciary Officer - Bank of America H1 Heading: Join Bank of America as a Regional Fiduciary Officer H2 Headings: - Responsible Growth and Diversity at Bank of America - Primary Responsibilities of a Regional...
law firm in Chicago, IL, is seeking a skilled and detail-oriented Trusts and Estates Associate Attorney to join their team. The ideal candidate will have experience in drafting estate planning documents, utilizing complex estate planning techniques, preparing gift and estate...