- PNC (Troy, MI)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Finance & Accounting (Allentown, PA)
- …* Prepare, revise, and format legal documents and correspondence related to estates and trusts . * Maintain accurate client files and records, ensuring all ... Description We are looking for a detail-oriented Estate Administrative Assistant to join our legal...In this role, you will provide essential support for estate and trust administration processes, ensuring smooth… more
- Robert Half Legal (Oak Brook, IL)
- … Estate Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings ... documents + Assist attorneys in drafting and revising estate planning documents such as wills, trusts ,...Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust… more
- Wipfli LLP (Lincolnshire, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... with advanced estate planning including reviewing and summarizing legal ... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Robert Half Legal (Worcester, MA)
- …* Draft and review comprehensive estate planning documents, including wills, trusts , and powers of attorney. * Provide legal advice to clients ... Estate Planning Attorney to join a dynamic Trust & Estate firm based in the...In this role, you will provide expert guidance and legal support to clients, helping them navigate estate… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... are met on commitment expirations, rate locks, and closing dates. + Reviews legal documents prior to closing as follows: Verifies that conditions to close have… more
- Regions Bank (Little Rock, AR)
- …philanthropic and estate planning and advice, legal , insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...the set-up, implementation and administration of trusts , estates , IRAs, IMAs, and custody accounts. The Trust… more
- Regions Bank (Houston, TX)
- …philanthropic and estate planning and advice, legal , insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Robert Half Legal (Schaumburg, IL)
- …legal transactions including entity formations, dissolutions, and more + Draft Wills, Trusts , and Estate Plans For immediate consideration, please email your ... and/or business law + Proficiency in drafting and reviewing legal documents such as incorporations and estate ...reviewing legal documents such as incorporations and estate plans + Demonstrated expertise in preparing and analyzing… more
- Robert Half Legal (Edmonds, WA)
- …ideal candidate for the role would have the following experience: - 2+ YOE in Estate Planning, Probate and Trust matters in Washington state - Prior experience ... shelling wills, trusts and estate planning documents, pleadings and...solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half… more