- JPMorgan Chase (Chicago, IL)
- …implications, and foreign tax reporting. + Prepare and present substantive tax training to the Trusts and Estates practice + Partner with team members to ... Join our Wealth Management team as the Trusts and Estates Tax Operations Executive...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- Williams Parker (Sarasota, FL)
- …Parker, the region's oldest law firm founded in 1925 and home to the area's largest Trusts & Estates practice group, is actively seeking experienced Trusts & ... The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies,...near future, we encourage you to apply. As a Trusts and Estates attorney with Williams Parker,… more
- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the Seattle ... - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills -… more
- Robert Half Legal (Boston, MA)
- …role for their Boston client. The ideal candidate will have a strong background in estate planning and trusts and estates law, with excellent communication ... office. Key Responsibilities: + Provide direct support to a partner , ensuring seamless daily operations + Draft, proofread, and...communications Requirements Qualifications: + 5+ years of experience in Trusts & Estates and Estate … more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- JPMorgan Chase (Newark, DE)
- …Trusts & Estates Practice. You will oversee the administration of trusts , analyze trust documents for legal, tax, administrative and investment issues, ... The Global Trusts & Estates Practice is an...The Global Trusts & Estates Practice is an integral part of the...develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust … more
- Robert Half Legal (Mountain View, CA)
- Description We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving ... of charitable contributions, ensuring alignment with clients' objectives. * Partner with firm leadership to establish and implement best...licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding… 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
- 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 financial objectives. * Conduct thorough legal research on trusts , estates , and related topics to support...Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …in the administration and settlement of complex decedent estates and trusts . This role requires advanced expertise in estate planning documents, probate ... & Planning: + Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts , family partnerships, and… more