- Robert Half Legal (San Mateo, CA)
- Description We are looking for an experienced Attorney specializing in estate planning , trust , and probate administration to join our dedicated team in ... members as needed. Requirements * A minimum of 7 years of experience in estate planning , trust , and probate administration. * Proficiency in legal tools such… more
- Robert Half Legal (Peoria, IL)
- …The individual will primarily work within the areas of commercial transactions, real estate , estate planning , and general corporate and business ... Robert Half is looking for a full-time Business Transaction Attorney to join our client's growing team in Peoria,...Develop and implement estate plans and manage estate administration. + Oversee probate procedures and trust… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... for a skilled and experienced Trusts and Estates Litigation Attorney to join a well-established midsized law firm in...build strong cases. * Advise clients on probate and trust administration issues, offering strategic guidance tailored to their… more
- Robert Half Legal (Chicago, IL)
- … Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts, Powers of Attorney (Health Care and Property), Living ... certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and organizational… more
- Wells Fargo (San Francisco, CA)
- …as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain ... and internal policies, preliminary risk analysis; review and implementation of estate planning documents; identifying compliance/risk and potential risk issues,… more
- Robert Half Legal (Chesterfield, MO)
- …Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning , and case management. The ideal candidate ... of the preparation and management of estate planning documents, trusts, wills, powers of attorney ,... planning documents. Responsibilities: + Draft and review estate planning documents: trust documents,… more
- Edward Jones (St. Louis, MO)
- …Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts, wills, power of attorney , medical/healthcare directives, gift/ ... you have a strong background in high net worth estate planning ? If you answered yes to...partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio… more
- Deloitte (Davenport, IA)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Robert Half Legal (Chicago, IL)
- …. rambert @ robert half com Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a law firm setting + ... and organize heavily formatted documentation and forms such as wills, codicils, trust agreements and amendments, powers of attorney , designations, limited… more
- Navy Federal Credit Union (Winchester, VA)
- …+ Maintain & apply the laws and regulations of certificate, IRA, ESA, POD , Trust , Estate planning and settlement, and probate knowledge of processes, ... trust agreements to determine the current trustee(s) and authorized Power of Attorney transactions + Review trust account closure requests and initiate bank… more