Experience
2-6 yrs required
Location
Towson, MD, United States
Posted on
Nov 16, 2022
Profile
Wealth Preservation Associate
The candidate will primarily focus on drafting estate planning documents and tax research. Should have 2-6 years of estate planning experience. Should have coursework in federal gift and estate tax and coursework in trusts and estates. Income tax, corporate experience and trust, and estate administration coursework and experience are preferred. Drafting experience and aptitude are required. Attention to detail is essential.
Company info
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