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Grants and Special Gifts Coordinator Duties: Understand and interpret federal, state, and agency-specific laws and regulations relevant to the university’s grants and restricted gifts. Oversee all regulatory matters, including budget and ..
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Trust Services Paralegal The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and ..
Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..
... experience in probate and trust administration. The role involves managing estate administration matters and requires strong client ... client communication skills.DutiesManage probate and estate administration matters from opening through..
... Wisconsin is seeking an experienced Estate Planning Attorney to join its ... with clients to develop individualized estate plans and provide guidance through ... Cities.Location:Eau Claire, WisconsinDuties:Advise clients on..
Guardianship Program and Benefit Coordinator Duties: Provides programmatic and administrative support for program staff, which may include preparing correspondence, client address changes, copying, faxing, and overall organization and upkeep of Department. ..
... our client seeks a senior estate planning associate attorney with 5+ ... attorney with 5+ years of estate planning experience, including planning for ... assuming full responsibility for the..
Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..
Legal Assistant The candidate will be responsible for: greeting and assisting clients, answering multi-line telephones, assisting attorneys on all phases of legal matters, drafting legal documents, pleadings and correspondence, organizing and ..
Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..
