- 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 ... an opening in the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Charles Schwab (Bellevue, WA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … 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
- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate ... with its investment guidelines (Mandate). * Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Your role will also involve training and personal development, as… 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 (Detroit, 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
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team… more
- Cushman & Wakefield (Arlington, TX)
- **Job Title** Trust Real Estate Assistant **Job Description Summary** The Real Estate Assistant (Administrator) will be responsible for assisting property ... Prior experience working in the facilities/property management, commercial real estate or professional services industries preferred ADDITIONAL ELIGIBILITY QUALIFICATIONS… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
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