Estate Attorney Family Jobs

... interpret, communicate an facilitate complex estate planning matters as part of ... regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, ... Advanced..

Attorney The candidate should have good communication skills, be organized with attention to detail. ..

Trust Advisor The candidate will serve as Trust Advisor for clients with over $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Private ..

... have a strong background in estate planning and be committed to ... dynamic environment.Location:Cincinnati, OhioDuties:Draft and review estate planning documents for high-net-worth individuals ... planning, private trust companies, and..

... level of understanding of the family’s current financial situation across all ... and income tax situation, their family tree and business entity structure, ... the current structure of the..

... Develops a strong understanding of family relationships and the needs of ... and reviews and monitors all estate planning documents periodically to ensure ... bank and to provide well-coordinated..

Senior Wealth Planning Analyst The candidate will work closely with prospects, clients, and the client service teams to produce key current state analyses (Net Worth Statements, Current Cash Flow, Tax, etc.) ..