- Robert Half Legal (San Jose, CA)
- …California. In this role, you will focus on providing legal counsel and support in estate planning , probate, trust administration, and estate and gift ... fostering long-term client relationships. Responsibilities * Provide legal guidance on estate planning , trust administration, and probate matters. * Draft… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning . This role can be hybrid or ... in LA) + CA State Bar + 1+ years of experience in probate, trust administration, or estate planning + JD from an ABA-accredited law school For immediate… more
- Umpqua Bank (San Diego, CA)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- Bank of America (Newport Beach, CA)
- …existing clients and prospects **Required Qualifications:** + Minimum of five years of trust administration and estate planning experience + Technical ... expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Knowledge of and adherence to compliance with… more
- JPMorgan Chase (Los Angeles, CA)
- …their needs + Engage with clients in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic planning ... investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work… more
- Wells Fargo (San Francisco, CA)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... and internal policies, preliminary risk analysis; review and implementation of estate planning documents; identifying compliance/risk and potential risk issues,… more
- Robert Half Legal (Los Altos, CA)
- …to join our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning , probate administration, and estate tax ... understanding of state and federal regulations. Responsibilities: * Advise clients on trust and estate planning , probate administration, estate tax, and… more
- JPMorgan Chase (Palo Alto, CA)
- …resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position ... service function + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can… more
- Bank of America (Walnut Creek, CA)
- …advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning ... services to address their high- and ultra-high net worth clients' trust , estate /wealth transfer, and financial planning needs. Key responsibilities include… more
- Robert Half Legal (Stockton, CA)
- …obtain license * At least one year of experience in the legal field, specifically in estate planning , probate, and trust and estate administration * ... advice to individuals and families on a range of estate planning and tax strategies, drafting legal...Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - … more