- Umpqua Bank (Seattle, WA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Truist (Greensboro, NC)
- …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.… more
- Fox Rothschild LLP (Exton, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +...authority, provide written or verbal summary to the supervising attorney . **Skills and Abilities** + Excellent written and verbal… more
- UGI Corporation (King Of Prussia, PA)
- …docket and review filings as necessary, state of emergency research and anti- trust compliance. Assist with Attorney General complaint response letters and ... The ideal candidate will have a background in corporate governance, real estate and litigation support, with exceptional organizational skills and a proactive… more
- NVR (Charlotte, NC)
- …issuing all title insurance related documents. You will work with multiple attorney partners, across multiple states, to collect necessary documentation in order to ... problems related thereto. + Develop a positive working relationship with each attorney 's office. + Assist operations team to ensure timely disbursements and accurate… more
- The Salvation Army (Hartford, CT)
- …a thorough knowledge of federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines and alert local officers of ... federal and state tax law related to present and estate giving. + Ability to learn and understand various...to learn and understand various gift plans, including life-income, trust , and deferred giving vehicles. + Strong project management… more
- Deloitte (New York, NY)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- KeyBank (Cleveland, OH)
- …its insurance agency KeyCorp Insurance Agency USA Inc. The team also provides advice on trust and estate settlement, including real estate and tax, wealth ... 127 Public Square - Cleveland, Ohio 44114 KeyBank National Association is seeking an attorney to lead its Key Wealth Legal Team. This position is responsible for… more
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... quite complex. When the need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a niche focus on trusts and… more
- First Horizon Bank (Raleigh, NC)
- …specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the Loan ... as needed. + Work with bank counsel and Line of Business to review the attorney prepared Loan Closing Checklist and the documents received. + Request and review bids… more