- Scripps Health (San Diego, CA)
- …of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning to ensure compliance. * Budget Collaboration: Assist in the ... of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning . * Excellent interpersonal skills, with the ability to… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- Lecturer in Real Estate Development Apply now to Lecturer in Real Estate Development Job #JPF10210 + Urban Planning / Luskin School Of Public Affair / UCLA ... Master of Real Estate Development Program in the Department of Urban Planning at UCLA invites applications for a pool of qualified instructors to teach studio… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Engage with clients in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic planning , risk management, ... and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely with market… more
- Guardian Life (Sacramento, CA)
- …of various sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable ... + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement … more
- Robert Half Legal (Los Altos, CA)
- …team in Los Altos, California. The ideal candidate will specialize in trust and estate planning , probate administration, and estate tax strategies, providing ... and federal regulations. Responsibilities: * Advise clients on trust and estate planning , probate administration, estate tax, and asset protection… more
- Robert Half Legal (San Francisco, CA)
- …position: - Help the attorneys draft, revise, and finalize trusts, wills, and other estate planning and real estate transaction documents (eg, purchase & ... for the Paralegal position: - 3++ years of paralegal experience doing estate planning work, and ideally has expertise in Probate Code, Probate Court proceedings,… more
- Robert Half Legal (Vallejo, CA)
- …team. This role centers around the dynamic fields of Business Litigation, Real Estate Litigation, and Probate/ Estate Planning Litigation. Responsibilities: + ... Handle diverse litigation matters related to business disputes, real estate conflicts, and probate/ estate planning ...to business disputes, real estate conflicts, and probate/ estate planning issues. + Conduct comprehensive legal… more
- JPMorgan Chase (Palo Alto, CA)
- …field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate ... + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can work closely with… more
- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Robert Half Legal (Sacramento, CA)
- Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and ... fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce client's signature on the… more