collection, distribution, reporting, and transfer of estate assets. - Prepare... inventories and asset schedules from client information. - Prepare financial accounts for estates and trusts, as well as annual accounts for ongoing trust administrations. - Conduct public records research and prepare necessary documents. -...
members in estate planning, wealth transfers, and estate and... trust administration. - Manage various aspects of trust and estate administration, including preparing and filing probate pleadings, beneficiary and creditor notices, inventories, accountings, file deeds and property transfer affidavits. - Draft routine estate......
collection, distribution, reporting, and transfer of estate assets. - Prepare... inventories and asset schedules based on client information. - Develop financial accounts for estates and trusts, and annual accounts for ongoing trust administrations. - Conduct public records research and prepare necessary documents. - Dr...
Title: Estate Planning Attorney About Us: Law firm is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st century,...
private companies, high net worth individuals, and private wealth management structures. The role... involves providing a range of business advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy. Key responsi...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...
Overview A highly regarded law firm is seeking a Senior Associate Attorney to join its Trusts & Estates Practice Group in one of its Southeast Michigan offices. This role involves working closely with high-net-worth individuals and families to develop sophisticated...