- Robert Half Legal (San Francisco, CA)
- …the estate planning framework. Responsibilities * Develop and implement comprehensive estate plans, including drafting revocable trusts and wills. * Advise ... lead trusts , private foundations, and donor-advised funds. * Handle estate and gift tax planning, including preparation and audit representation for related… more
- Robert Half Legal (San Jose, CA)
- …to prepare and review trust tax returns accurately. * In-depth knowledge of trusts and estates law, including complex trust structures. * Familiarity ... will focus on providing legal counsel and support in estate planning, probate, trust administration, and ...with tax implications for trusts and estates , including strategies to minimize tax liabilities. * Exceptional… more
- Wells Fargo (San Francisco, CA)
- …Qualifications:** + Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- Robert Half Legal (Stockton, CA)
- …- Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts and Estates Requirements * Must hold a Juris Doctor degree from an accredited law ... and tax strategies * Draft legal documents such as trusts , wills, advance health care directives, and powers of...year of experience in the legal field, specifically in estate planning, probate, and trust and … more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning… more
- Deloitte (San Francisco, CA)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more
- Wells Fargo (San Francisco, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- JPMorgan Chase (San Francisco, CA)
- …real estate owners, developers, investors, operating companies, investment funds and trusts ! As a Real Estate Banking (REB) Client Associate in Commercial ... within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position. **Job Responsibilities** + Focus on the… more
- City National Bank (Irvine, CA)
- …investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts ), Charitable Trusts , ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...Insurance Trusts , Private Family Foundations, Special Needs Trusts , and other Agency accounts. Perform initial legal and… more
- LinkedIn (Mountain View, CA)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...Francisco Bay Area. Join us as a **Senior Real Estate Manager** and help shape the future of our… more
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