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Philanthropy Officer Associate Senior Duties: As a key member of the UK Gift and Estate Planning team, manage strategic initiatives to encourage planned as well as recurring major gifts in support ..
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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
... is seeking an experienced Associate Attorney to join its growing practice, ... its growing practice, focusing on probate, estate planning, and guardianship matters. This role ... legal assistantsPrepare and..
... their families, anticipating clients’ wealth planning and Private Bank service needs ... interpret, communicate an facilitate complex estate planning matters as part of the ... regard to fiduciary matters..
Paralegal The candidate will support attorneys with legal matters. Must preferably have an Associate degree or equivalent certification as a Paralegal. Should have 5+ years work experience as a paralegal in ..
... a valued member of the Estate Planning and Tax Team, will grow ... legal support to attorneys in estate planning, business entity formations, mergers and ... formations, mergers and..
Estate Planning/Probate Case Manager The candidate will perform substantive billable legal work under the direction of one or more of the attorneys. Draft letters and documents; communicate with clients, attorneys, court ..
Attorney The candidate will be responsible ... which focuses primarily on real estate transactions, estate planning and probate...