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Trusts & Estates Associate The candidate will work in Tax & Estate Planning Department. Must have specialization in Trusts & Estates...
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 ..
Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
... applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment ... on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for..
... various reports. Seek guidance on tax and administration issues. Help deliver ... investment management, trust and wealth planning set this team apart. For ... ensure accurate cost basis and..
Georgetown office of a BCG Attorney Search Top Ranked Law Firm ... a trusts and estates associate attorney with 3-6 years of estate planning experience. The candidate should preferably .....
... 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 appropriate...
... Beach office of a BCG Attorney Search Top Ranked Law Firm ... a trusts and estates associate attorney with 3-6 years of estate planning experience. The candidate should preferably..
... existing book of trust and estate accounts: types of accounts include ... various types of charitable trusts, estate accounts, and agency accounts, both ... equities, hedge funds and real..