- Robert Half Legal (Minneapolis, MN)
- …in complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop ... division. + Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth management issues.… more
- Robert Half Legal (Encino, CA)
- …trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. All levels for this estate planning attorney will be ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning...attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning… more
- KeyBank (Pepper Pike, OH)
- …to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment ... to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- KeyBank (Palm Beach Gardens, FL)
- …to determine duties and responsibilities of bank. Identifies and resolves potential trust and estate tax- related issues. Applies sound fiduciary judgment ... to retain and expand existing client relationships. Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- KeyBank (Toledo, OH)
- …to determine duties and responsibilities of bank. + Identifies and resolves potential trust and estate tax- related issues. + Applies sound fiduciary judgment ... to retain and expand existing client relationships. + Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company ... estate tax and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits +… more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current… more
- Robert Half Legal (Napa, CA)
- …As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and ... accredited law school + Minimum of 5 years of experience in trust and estate litigation + Familiarity with litigation procedures and legal terminology + Strong… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...US and local transfer tax law and local substantive trust law, with the ability to apply that knowledge… more
- Robert Half Legal (Chicago, IL)
- …for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful candidate will ... * Ensure compliance with legal standards and best practices in estate planning and trust administration. * Utilize legal software and systems to manage case… more