- TIAA (Boston, MA)
- …provisions found in state law including a state's uniform principal and income act, probate code, and trust code and updates all reference materials as need up not ... including training on trust and tax law. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred … more
- State of Massachusetts (New Bedford, MA)
- …Boston Municipal Court Department, District Court Departments, Juvenile Court Department, Probate and Family Court Departments, and Superior Court Departments. The ... Senior in High School. * Knowledge of computer software: Microsoft Office Suite ( preferred ) * Strong attention to detail. * Strong interpersonal skills and the… more
- State of Massachusetts (Lawrence, MA)
- …the Massachusetts Bar Association and will represent DCF in Juvenile and Probate Court, in custody, termination of parental rights, guardianship and adoption cases. ... and appropriate, creating new families through kinship, guardianship or adoption. Preferred applicants will possess a demonstrated commitment to the core practice… more
- State of Massachusetts (Taunton, MA)
- …may also perform additional clinical assessments such as need for Probate Guardianship, Rogers Guardianship or other medication and treatment related consultation ... as needed. The Psychiatrist conducts biopsychosocial assessments to identify clients' treatment needs, develops treatment plans, orders psychopharmacological interventions, and supervises them to ensure treatment goals are met while providing clinical… more
- Bank of America (Boston, MA)
- …including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary ... net worth clients. + JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred . **Skills:** + Business Development + Critical Thinking + Oral Communications + Presentation… more