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......
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 Property Trusts (QTIPs), and char...
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,...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers a unique opportunity to aid private companies with various business advisory needs. This includes audit, tax compliance, and planning to...
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: Estate Planning And Business Transactional AttorneyJob Overview: A distinguished law firm located in Bloomfield Hills, MI, is expanding its team and seeking an experienced attorney with a focus on estate planning, business structuring, and transactional matters. The role offers...