- Robert Half Legal (North Barrington, IL)
- …trusts, and powers of attorney tailored to client needs. + Oversee trust and estate administration, managing tasks like asset valuation, collection, and ... Robert Half is looking for a Trusts & Estates Attorney to join a growing firm in North Barrington,...work closely with high-net-worth clients, advising them on intricate estate planning strategies and overseeing trust and… more
- Robert Half Legal (Northbrook, IL)
- …law firm located in the North Shore suburbs seeking a Trusts & Estates Associate Attorney to join its growing estate planning practice. This is an excellent ... opportunity for an attorney with foundational experience in estate planning...growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of… more
- Robert Half Legal (Chicago, IL)
- Description We are looking for an experienced Attorney to join our team on a contract basis in Chicago, Illinois. This role focuses on estate planning, requiring ... expertise in drafting wills, trusts, and power of attorney documents. Ideal candidates will be comfortable working within...client needs. * Provide legal guidance and solutions within estate planning matters. * Review and refine existing legal… more
- Robert Half Legal (Oak Brook, IL)
- … Estate Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings ... planning documents such as wills, trusts, and powers of attorney + Gather and organize asset information, prepare inventories,...Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust… more
- Robert Half Legal (Chicago, IL)
- …matches faster. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and ... + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust... Estate and Gift tax returns + Maintain trust / estate financial records For immediate consideration, please… more
- Deloitte (Chicago, IL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Chicago, IL)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more