- Charles Schwab (Chicago, IL)
- …is required; JD, LLM, CPA, CTFA, AEP + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + Extensive experience advising ... products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides… more
- Robert Half Legal (Chicago, IL)
- …documents such as living wills, power of attorney forms, and trust agreements. * Administer probate cases including estate administration and dispute ... Description We are offering an exciting opportunity for an Attorney /Lawyer in Chicago, Illinois, focused mainly on estate...an accredited law school. * Display in-depth knowledge and experience in Estate Planning. * Demonstrate expertise… more
- Robert Half Legal (Peoria, IL)
- …estate matters. + Develop and implement estate plans and manage estate administration. + Oversee probate procedures and trust administration. + Represent ... primarily work within the areas of commercial transactions, real estate , estate planning, and general corporate and...the state. + A minimum of two years of experience as an Attorney is required +… more
- JPMorgan Chase (Chicago, IL)
- …equivalent required. + Minimum of 4 years of relevant trust and estate law firm, financial institution, or comparable experience . + Licensed to practice ... hear from you. As a US Trusts & Estates Attorney - Vice President, Assistant General Counsel in our...trusts and estates business, while interacting daily with JPMorgan's Trust & Estate professionals. This role offers… more
- Robert Half Legal (Chicago, IL)
- …Associate's preferred; Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent ... Planning Paralegal with at least 3-5+ years of experience to join their team. This Estate ...Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney… more
- Deloitte (Chicago, IL)
- …federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who ... has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an… more
- Robert Half Legal (Chicago, IL)
- …robert half com Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a law firm setting + Proficiency ... Estates Legal Assistant with at least 5-8+ years of experience to join their Private Wealth practice group. This...heavily formatted documentation and forms such as wills, codicils, trust agreements and amendments, powers of attorney ,… more
- Wells Fargo (Chicago, IL)
- …or CFP designation + 3+ plus years' experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of ... Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of Wealth and Investment...be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate… more
- Packing Corp of America (Lake Forest, IL)
- …expectations for performance and environmental responsibility. People * Customers * Trust The Assistant General Counsel assigned to the Securities section will ... procurement, risk management, litigation, and transportation. The Assistant General Counsel ( attorney ) provides legal counsel and other services to clients at all… more
- Robert Half Legal (Chicago, IL)
- …involve preparing and reviewing various legal documents and correspondence, managing estate planning documents, maintaining trust / estate financial records, ... high quality, accuracy, and comprehensiveness. * Prepare and review estate planning documents. * Maintain trust / estate...Strong skills in documentation and briefing. * Knowledge of estate planning, wills, and power of attorney .… more