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... achieving their specific trust and estate planning objectives and introduces clients ... existing book of trust and estate accounts: types of accounts include ... various types of charitable trusts,..
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Wealth Transition Services Manager / Senior Manager The candidate will interpret ... legal documents in relation to estate and business succession planning. Will ... Will undertake technical research on estate..
Estate Tax Legal Specialist, GS 11-12 Duties: ... conducts independent field examinations of estate and gift tax returns involving legal, financial, investigative ... variety and complexity. The potential tax liability..