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Trusts & Estates Associate The candidate will work in Tax & Estate Planning Department. Must have specialization in Trusts & Estates...
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... intermediaries. Communicate complex trust and estate concepts to colleagues, co-trustees and ... sophisticated relationships. Communicate and recommend tax planning opportunities to create estate planning analysis for clients, where .....
... various reports. Seek guidance on tax and administration issues. Help deliver ... ensure accurate cost basis and tax acquisition dates, obtain any missing ... Document. Produce and review various..
... within the Business Planning and Tax section. This role involves advising ... clients on complex trust and estate matters, including advanced federal estate and gift tax planning and institutional..