- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and ... prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance with legal ...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Robert Half Legal (Seattle, WA)
- Description A reputable and established firm specializing in Trusts and Estates is seeking an experienced attorney to join their team in Seattle, WA. This firm ... minimize estate taxes. + Draft and review estate planning documents, including wills, trusts , and...trusts , and powers of attorney. + Research complex legal and tax issues and maintain professional communication with… more
- PNC (Baltimore, MD)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... estate settlement officers offer a skillset to professionally administer estates and trusts , while collaborating with internal and external partners… more
- Robert Half Legal (Philadelphia, PA)
- … Trust and Estate Administration Paralegal to support its Private Client, Trusts , and Estates group on a hybrid schedule in Philadelphia. The team ... represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including ...in a legal environment, preferably focused on trust and estate administration. Bachelor's degree and/or… more
- Commerce Bank (St. Louis, MO)
- …or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been ... or equivalent combination of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Wipfli LLP (Southfield, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Worcester, MA)
- … matters. Responsibilities: * Provide legal advice and representation to clients in trust and estate tax matters. * Draft and review estate planning ... with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join...law. * Proficiency in using Wealth Counsel or similar legal software. * Strong knowledge of estate … more
- JPMorgan Chase (Dallas, TX)
- **About Us:** The Global Trusts & Estates Practice is a cornerstone of the services we offer to clients. With over 160 years of experience in serving as a ... corporate fiduciary for families, our Trust and Estate services are delivered by...a pivotal role in strategically growing and managing real estate assets owned in trusts and … more
- Robert Half Legal (Chicago, IL)
- …matches faster. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more