- Williams Parker (Sarasota, FL)
- …estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning , estate and gift tax strategies, ongoing trust ... of experience practicing law, with a strong focus on estate and trust planning . Ideal...durable powers of attorney . Preferred experience includes estate and gift tax planning and return… more
- Robert Half Legal (Boca Raton, FL)
- …and 401k and pension plan. Responsibilities: + Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers ... with a global law firm to recruit an experienced Trust & Estate Paralegal for its Boca...hybrid role supports a busy Private Client / Wealth Planning practice and requires 7+ years of Trusts &...of attorney , healthcare… more
- Robert Half Legal (Coconut Grove, FL)
- … with a strong background in probate and guardianship litigation, as well as estate planning and administration. In this role, you will handle contested legal ... trust disputes, fiduciary concerns, and guardianship cases, while also managing estate planning and administration tasks. This Contract position is based in… more
- Williams Parker (Lakewood Ranch, FL)
- …specialties. Our Real Estate practice group is looking for a motivated attorney with relevant experience. Whether you are already licensed to practice law in ... firm founded in 1925, is seeking a 1-5-year Real Estate Associate to join our growing team in Sarasota,...Florida or planning to relocate and willing to sit for the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and...client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning , and Wealth Planning . + Acts as the Core Team ... wealth goals. Create steams of highly credentialed specialists to provide wealth planning , investments, private banking, risk management, and trust services.… more