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...
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. -...
its Southeast Michigan offices. This position involves advising high-net-worth individuals and families on estate planning strategies, trust administration, and tax-efficient wealth transfers. The ideal candidate... will have deep experience in complex estate and gift tax planning, trust and estate settlemen...