- Williams Parker (Sarasota, FL)
- …provide the legal framework to carefully address and answer all questions pertaining to estate planning , tax planning , business succession, charitable ... to hear from you. As a Trusts and Estates attorney with Williams Parker, you will work closely with...attorneys and professional staff in handling sophisticated and complex estate planning , tax planning… more
- Truist (Miami, FL)
- …including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer/commercial credit, ... including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer/commercial credit,… more
- Williams Parker (Sarasota, FL)
- … accounts and assisting with the liquidation and transfer of property. Paralegals in estate planning and probate law research the law and local court rules ... to better guide the attorney when making estate decisions. If YOU...Technical knowledge + EstateWorks + HotDocs + BNA 706 tax preparation + iManage document management system + MS… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …educational and technical resource to manage the complexities of significant wealth, including estate , tax and charitable planning ; business succession and ... financial plans for advisors and their clients utilizing financial planning software. Provide planning solutions to meet...financial advisor, the client and the client's legal and tax professionals (eg attorney or CPA). +… more