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Charitable Planning Attorney The candidate will be preparing and administering charitable remainder trusts and charitable lead trusts. Preparing applications for tax-exempt status. Reviewing income tax returns for charitable entities. Advising charitable ..
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Associate Attorney The candidate should have 5-7 ... Experience in preparing Federal Estate Tax, Gift Tax and Trust Income Tax Returns is required. Experience drafting .....
... is seeking a Charitable Planning Attorney to join their team. If ... the community.As a Charitable Planning Attorney, your responsibilities will involve the ... well as preparing applications for..
... is designed for an experienced attorney with a strong background in ... legal counsel on estate and tax planning for high-net-worth individuals and ... review estate, gift, and fiduciary..
... affidavits, and accounting petitions. Preparing income, estate, and gift tax returns at the federal and ... develop a list of gift tax returns and income tax returns for preparation..
... information needed for preparation of tax returns required for an estate ... and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior..
Job Overview: A prestigious law firm is seeking a mid-level or senior-level associate to join its Trusts, Estates, and Wealth Preservation practice. This role involves working with high-net-worth individuals and families, ..
Mid-Level Trusts and Estates Attorney The candidate should have an ... candidate should have an experienced attorney with 4+ years of demonstrated ... preparing, drafting, and reviewing estate tax returns,..
Senior Trust Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets . Work with Private Bank Team to identify fiduciary opportunities and solutions. ..
... position is ideal for an attorney with 2 to 7 years ... and is looking for an attorney interested in long-term professional growth.Location:Bonita ... and trust administrationPrepare and/or review:Gift..
WM Senior Trust Officer 2 The candidate will responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as ..
... resumes for a full-time associate attorney with 5-7 years experience. Must ... Experience in preparing Federal Estate Tax, Gift Tax and Trust Income Tax Returns is required. Experience drafting..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..