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Senior Manager - Estate Planning
Company name
K·Coe Isom, LLP
Experience
10 yrs required
Location
Albuquerque, NM, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Aug 01, 2022
Valid Through
Nov 14, 2022
Profile
Senior Manager - Estate Planning
Duties: Serve clients at a high level and lead a team through sophisticated trust and estate planning needs. Works with a variety of stakeholders including outside attorneys, the client, and other professionals on the client’s team to determine the valuation of companies, deed research and cash flow analysis, real estate, mineral interests and real estate appraisers, entity formation, addressing succession issues, and serving as a key point of contact for all the things necessary for successful client plan implementation.
Additional Information
Job ID: 1944
Company info
K·Coe Isom, LLP
8801 Renner Blvd., Suite 100
Lenexa
Kansas
United States 66219
Website : http://www.kcoe.com/
Location : , NM
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