- Robert Half Legal (Encino, CA)
- …as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the practice area ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate … more
- M&T Bank (Buffalo, NY)
- …credit (complex structured loans, including aircraft, yacht, investor real estate , trust and estate planning solutions, art, restricted stock, ... credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, real estate ,… 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 ... 5+ years of experience practicing law, with a strong focus on estate and trust planning . Ideal candidates will have technical expertise in drafting… more
- Robert Half Legal (Minneapolis, MN)
- …asset division. + Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth ... in complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop… more
- Regions Bank (Knoxville, TN)
- …to practice law on behalf of Regions Bank, and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience ... Or Master of Business Administration (MBA) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience +… 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 ... assistance. * Ensure compliance with legal standards and best practices in estate planning and trust administration. * Utilize legal software and systems… more
- Regions Bank (Hoover, AL)
- …Planner (CFP), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related ... Or Bachelor's degree in a related field and one (1) year of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience + Or… more
- First National Bank of Omaha (Omaha, NE)
- …or field. Significant experience in one or more of the following: Investment Management, Trust , Estate Planning or Business Succession Planning . Previous ... transforming the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer… more
- Robert Half Legal (Chicago, IL)
- …+ Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- Manulife (MA)
- …+ Deep understanding of US tax code as it applies to life insurance, estate / trust planning , charitable giving, executive benefits, and business succession + ... and external wholesalers, supporting distribution partners, financial professionals, CPAs, and Estate Planning Attorneys and deliver technical expertise on… more