- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San Francisco, CA **Description:** Fox Rothschild LLP has an opening in the San Francisco, California office for a Trust & ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is nationally… more
- Fox Rothschild LLP (Blue Bell, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild brings ... opening in the Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Robert Half Legal (Boca Raton, FL)
- Description Robert Half is partnering with a global law firm to recruit an experienced Trust & Estate Paralegal for its Boca Raton, Florida office. This hybrid ... powers of attorney, healthcare directives, and related documents + Assist with trust and estate administration, including probate filings, asset inventories, and… more
- Robert Half Legal (Philadelphia, PA)
- Description A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group ... team represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement, tax return preparation… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... and efficiency. Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise in legal research and document preparation… more
- Robert Half Legal (Westlake Village, CA)
- …workflow within a small office setting. + Support the management of the firm's trust and estate matters, including approximately 200 active cases. + Work ... opportunity for an experienced Paralegal. This role specializes in trust administration and probate and is ideal for candidates...a Paralegal in this position, you will: + Oversee trust administration and probate cases, ensuring the timely and… 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 ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead 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 ... agreement language + Experience and knowledge of income tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts +… more
- PNC (Kalamazoo, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of… more
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