- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in ... trust and estate planning, probate administration, and estate tax...state and federal regulations. Responsibilities: * Advise clients on trust and estate planning, probate administration, … more
- Comerica (Wilmington, DE)
- …relationship manager for a book of business by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance...allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as… more
- Comerica (New York, NY)
- …manager for a book of business by providing by insight as to specific trust documents and overall estate planning. This position's direct involvement in business ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
- First Horizon Bank (Coral Gables, FL)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- KeyBank (Hartford, CT)
- …all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external ... clients as well as beneficiaries + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- KeyBank (New York, NY)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Robert Half Legal (Englewood, CO)
- … Estate Oversight: Review and negotiate a wide range of contracts including real estate , construction, and vendor agreements. + Trust & Estate Planning: ... Familiarity with private equity transactions and investment processes. * Experience in trust and estate planning, including tax-related strategies. * Knowledge… more
- 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 ... You will also represent clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving… more
- Robert Half Legal (Worcester, MA)
- Description We are looking for an experienced Trust & Estate Paralegal to join a respected estate planning and elder law firm in Worcester, Massachusetts. ... Requirements: + Minimum of 3 years of experience as a paralegal in trust & estate law, with a focus on Medicaid planning. + Strong knowledge of Massachusetts… more
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience in Probate ... * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring...efficiency. * Oversee the financial records of trusts, conduct trust accounting, and audit accounts. * Handle General Ledger… more