Trust Counsel Jobs in Manhattan

Gift Planning Specialist Responsibilities: Coordinate the construction/origination of documents, such as Life Income, MIT agreement for Life Estate, final calculations for agreement(s), construct and prepare other gift documents for approval by ..

Gift Planning Officer Responsibilities: Implement strategies and activities that promote planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life insurance, etc), convey the tax advantages and describe how these gifts ..