compliance, and the administration of trusts and estates. Experience working with high-net-worth individuals and families... of trusts and estates. Draft and review wills, trusts, powers of attorney, and other estate planning documents. Advise clients...
looking to make a move, this is a great opportunity. Qualifications: Experience working with individuals, businesses, trusts...
looking to make a move, this is a great opportunity. Qualifications: Experience working with individuals, businesses, trusts...
closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. LLM in Tax or Estate Planning...
trust vehicles including: - Charitable remainder and lead trusts - Spousal lifetime access trusts - Intentionally defective... grantor trust - Qualified Personal Residence Trust - Grantor Retained Annuity trusts - Ability to quickly become proficient...
of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including... charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company...
closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. LLM in Tax or Estate Planning...
trust vehicles including: - Charitable remainder and lead trusts - Spousal lifetime access trusts - Intentionally defective... grantor trust - Qualified Personal Residence Trust - Grantor Retained Annuity trusts - Ability to quickly become proficient...
closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. LLM in Tax or Estate Planning...
, and conservatorships Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements File court documents...
closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. LLM in Tax or Estate Planning...
Trusts & Estates Partner/Group Location: Northern California, Florida, New York preferred, but open... to other locations Job Type: Partner-Level (Flexible Structure) About the Firm: Direct Counsel is seeking a Trusts & Estates Partner...
Senior Associate/Counsel – Trusts & Estates Location: California (Flexible) Job Type: Senior Associate / Counsel... About the Firm: Direct Counsel is seeking a Senior Associate or Counsel-level Trusts & Estates Attorney...
and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts... Spousal lifetime access trusts Intentionally defective grantor trust Qualified Personal Residence Trust Grantor Retained...
and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts... Spousal lifetime access trusts Intentionally defective grantor trust Qualified Personal Residence Trust Grantor Retained...
Trusts & Estates Partner/Group Location: Northern California, Florida, New York preferred, but open... to other locations Job Type: Partner-Level (Flexible Structure) About the Firm: Direct Counsel is seeking a Trusts & Estates Partner...
on documentation. Manage estate valuation, title reports, date-of-death inventory, and asset allocation. Establish sub-trusts...
is a plus. Attorney will work closely with a Partner who is Florida Bar Board Certified in Wills, Trusts and Estates. LLM in Tax or Estate...
Trusts & Estates Partner/Group Location: Northern California, Florida, New York preferred, but open... to other locations Job Type: Partner-Level (Flexible Structure) About the Firm: Direct Counsel is seeking a Trusts & Estates Partner...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based... including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc. Accountable for servicing and retention of existing...