- JPMorgan Chase (Dallas, TX)
- The Global Trusts & Estates Practice is an...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...through a provision in their will, it is the Trust Officer's role to oversee the administration of the… more
- Texas Tech University (TX)
- …1. A demonstrated record of effective teaching in courses such as Wills & Trusts , Property, and/or Estate Planning. 2. An established record of scholarly ... publications in wills & trusts , property, estate planning, or intersecting areas...or law students. 4. Prior experience as a practicing attorney and/or judicial clerk, particularly in areas relevant to… more
- Deloitte (Fort Worth, TX)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate ...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Texas A&M University System (College Station, TX)
- …matters.- Reviews and advises A&M System Member and the A&M System on wills, trusts , estates and other gift issues, including but not limited to handling ... a beneficiary of an IRA or other financial account, consultation on trust modifications and assistance with will contests, including coordinating assistance from the… more
- Texas State University (San Marcos, TX)
- …preferably in Texas: litigation, family law, real estate law, contract law, and estates and trusts . + Demonstrated ability to work with college students. + ... Minimum of 5 years of experience as a licensed attorney . + An active license to practice law in...research, legal writing, including legal citation, family law, real estate law, contract law, or another area of law… more
- Deloitte (Dallas, TX)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dallas, TX)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Fifth Third Bank, NA (Houston, TX)
- …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