- Fox Rothschild LLP (Blue Bell, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Bell, PA office. We are a well-established trusts and estates team with a deep client base. Our work...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- Deloitte (Houston, TX)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Princeton, NJ)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… 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 ... need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a...litigation team includes a niche focus on trusts and estates litigation, while also handling general, business, employment, real… more
- Grant Thornton (Appleton, WI)
- …You will work with a variety of entities such as corporations, partnerships, estates , trusts, and non-profits. In addition, you will be exposed to a variety ... of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures...hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),… more
- Robert Half Legal (Brookfield, WI)
- …your role will involve supporting the team on various transactional matters such as trust and estates , real estate transactions, contracts, and other ... file legal documents in a timely and organized manner. * Manage attorney calendars, schedule meetings, and coordinate appointments related to transactions. *… more
- Robert Half Legal (Mclean, VA)
- …The ideal candidate will have experience with the following: Trust & Estate Administration: Draft wills, trusts, powers of attorney , and other estate ... legal tasks. Your role will entail processing business transactions, estate planning, and trust and estate...* Handle the drafting of wills, trusts, powers of attorney , and other estate planning documents. *… more
- State of Montana (Helena, MT)
- …(3) years' legal experience, preferably in public pension law, including trust , fiduciary, and tax laws; constitutional, civil, administrative laws and procedures; ... disability benefits and eligibility law; probate and estates law; and/or state procurement. * Expertise in litigation, policy development, and legislative processes.… more
- Truist (Dallas, TX)
- …of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services,… more
- Bank of America (Wilmington, DE)
- …knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining ... + 5+ years' experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by...employed by a Bank, Private Wealth Management firm or Trust Company + performing a legal, risk or fiduciary… more