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Senior Director of Planned Giving Duties: Responsibility for the solicitation of individual gifts for Case Western Reserve University from its natural constituency and beyond ($500K-$5,000K). Will be charged to identify, cultivate, ..
Director, Gift Planning The candidate: Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities ..
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 ..
Estate Planner The candidate will create ... most important and complex client estate planning situations. Will participate directly ... research information to answer specific estate planning questions and to create..
... law firm seeks an Associate Attorney for its Sheffield Village office. ... Elder Law, Special Needs Planning, Estate Planning, Probate, and Public Benefits.DutiesManage ... Benefits.DutiesManage client legal matters, including..
... role involves complex drafting, research, tax analysis, project management, client interaction, ... and preparation of gift and estate tax returns. The associate will also ... governance.DutiesConduct complex drafting and..
... legal affairs, and policy and tax issues concerning university’s fundraising program. ... at least 15 years of estate, tax, and legal experience working closely ... with clients to manage..
... provide tailored legal advice in estate planning, trust administration, tax planning, and probate, ensuring clients' ... protected.DutiesAssist in designing and drafting estate and tax planning documents, including wills, trusts,..
Associate Attorney The candidate will be responsible ... policy between and among every attorney in the firm. Practice areas ... general business and corporate, banking, estate planning, tax, real estate,..
... law firm seeks an Associate Attorney with over three years of ... three years of experience in estate planning to join the Trusts ... individuals, and corporate clients on..
... law firm seeks an Associate Attorney in Independence, Ohio. The role ... Elder Law, Special Needs Planning, Estate Planning, Probate, and Public Benefits.DutiesManage ... matters, including advising and preparing..
Part-time Legal Assistant/Paralegal The candidate will aid in the daily administration of the firm. Will serve in the practice areas of personal injury, motor vehicle accidents, products liability, family law, medical ..
... a Trusts and Estates Associate Attorney in Cleveland, Ohio. This role ... involves providing legal services in estate planning, trust administration, tax compliance, and probate matters. The ... with..
... firm seeks an experienced Staff Attorney to join the Personal and ... supports a wide range of estate administration, estate and gift tax, and trust administration matters.DutiesPrepare initial probate..
Tax Services Senior Analyst –EDGE – ... Senior Analyst –EDGE – Fiduciary Trust Tax Services Responsibilities: Performing tax research and preparing written tax advice . Preparing tax information statements and..
... firm seeks a Senior Associate Estate Planning Attorney in Cleveland, OH. The ideal ... will have extensive experience in estate planning, business succession, and estate administration, providing expert guidance..