- Charles Schwab (Chicago, IL)
- …following 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 planning, wills, trusts, and probate… more
- Robert Half Legal (Peoria, IL)
- …estate matters. + Develop and implement estate plans and manage estate administration. + Oversee probate procedures and trust administration. + Represent ... Robert Half is looking for a full-time Business Transaction Attorney to join our client's growing team in Peoria,...primarily work within the areas of commercial transactions, real estate , estate planning, and general corporate and… more
- JPMorgan Chase (Chicago, IL)
- …areas impacting the trusts and estates business, while interacting daily with JPMorgan's Trust & Estate professionals. This role offers a unique chance to ... hear from you. As a US Trusts & Estates Attorney - Vice President, Assistant General Counsel in our...law, and state-specific variations of uniform laws. + Interpret estate and trust account documentation and draft… more
- Robert Half Legal (Chicago, IL)
- …are below. 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)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Robert Half Legal (Chicago, IL)
- …and organize heavily formatted documentation and forms such as wills, codicils, trust agreements and amendments, powers of attorney , designations, limited ... Draft engagement letters for each new matter. + Update attorney contacts, and maintain up-to-date listing of client/matter names...Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a… more
- Wells Fargo (Chicago, IL)
- …complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; ... 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