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Gift Planning Officer Duties: work closely with University's Executive Director of Gift Planning in creating strategies and marketing programs to identify, cultivate and solicit alumni, faculty and friends of the University ..
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... aspects of the administration of trusts/estates and life income gifts. Will ... attorneys and personal representatives of estates and trusts. Consulting with campus and University-wide ... life income gifts..
... arrangements that provide financial and tax benefits back to the donor ... (such as gift annuities, remainder trusts, lead trusts). Solicitations typically up to $5 ... or equivalent, which..
... law firm seeks a Mid-Level Trusts and Estates Associate in New York, NY. ... net worth clients on complex tax, estate planning, and asset preservation ... planning strategies.Draft and..
... is seeking a seasoned International Trusts & Estates Attorney to join its high-performing ... experience handling international trust structures, tax considerations, and wealth preservation for ... customized estate plans..
... experienced Attorney to join their Trusts and Estates practice in Garden City, NY. ... Surrogate's Court proceedings and estate tax matters. The ideal candidate will ... memoranda on estate..
... gift and, eventually, generation-skipping transfer tax returns at the federal and ... fiduciary accountings and returns for trusts, estates and guardianships. Complete work assignments ... develop a list of..
Estate Planning Paralegal The candidate will prepare probate ... documents. Prepare accountings for both estates and trusts. Prepare death tax returns, including federal and state ... including federal and state..
Paralegal The candidate will be assisting ... as contracts, real estate leases, trusts, mortgages, assignments, transactional documents, and ... to state law or federal tax requirements. Participating in due diligence..
Senior Trusts and Estates Paralegal The candidate will provide high ... documents, drafting corporate documents, administering estates and trusts. Should have 8+ years of ... have 8+ years of fiduciary..
Seeking a Trusts and Estates Administration Paralegal with 5 plus years experience ... of federal and state estate tax returns and fiduciary accountings, distribution ... Strong working knowledge of estate..
Hybrid | 2 to 5 Years of Relevant Experience Build meaningful client relationships. Take ownership of important legal work. Grow into a leadership role within a respected estate planning and elder ..
Pearl River office of a BCG Attorney Search Top Ranked Law Firm seeks attorney with 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. The candidate will ..
Paralegal The candidate should be a recent college graduate. Paralegals are given a broad range of responsibilities, including, preparing legal documents, and assisting with closings and trials. The types of matters ..
Paralegal/Legal Assistant Duties: Prepare and file probate petitions with the Surrogate’s Court. Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers. Prepare and file inventory of assets with ..
Trusts and Estates Paralegal The candidate will be responsible ... estate, gift and generation-skipping transfer tax returns; facilitate the filing of ... federal and state fiduciary income tax returns and..
Tax Advisor/Tax Reviewer The candidate will work ... join our team as Experienced Tax Advisor/Tax Reviewer. The team is made ... other members of our income tax practice group to:..
... law firm seeks an experienced Trusts and Estates Litigation Partner in Uniondale, NY. ... recognized for their expertise in trusts, estates, and fiduciary litigation. The ideal ... book of..
... firm seeks a Trust and Estates Attorney in New York City ... services for high-net-worth individuals, including tax and trust matters for individuals, ... administration, estate administration, and related..
... of planned giving vehicles including estates and trusts, charitable gift annuities (CGA), charitable ... gift annuities (CGA), charitable remainder trusts (CRTs), charitable lead trusts (CLTs), retirement plans and life..