- Robert Half Legal (Los Angeles, CA)
- Description A well-known midsized trust & estate firm in Century City seeks an Attorney with 5 + years of California estate planning experience. This ... firm works exclusively with high-net-worth clients. This Estate Planning Attorney will work onsite 3...ONLY (LOS ANGELES, CALIFORNIA) + CA STATE BAR + 5 + years of California estate planning experience… more
- Robert Half Legal (Los Angeles, CA)
- …Prominent midsized trust & estate firm in Century City is seeking an attorney with 5 + years of trust administration experience. This Trust ... a defined partnership track. The firm is offering this Trust Administration Attorney a stellar compensation package...ONLY (LOS ANGELES, CALIFORNIA) + CA STATE BAR + 5 + years of trust administration + JD… more
- Robert Half Legal (Los Angeles, CA)
- Description A prestigious 20+ attorney trust and estate firm located in Century City is currently seeking an attorney with over 5 years of experience ... the firm! Yearly billable hour requirement: 1800 hours This Trust & Estate Litigation Attorney ...ONLY (LOS ANGELES, CALIFORNIA) + CA STATE BAR + 5 + years of California Civil Litigation Experience + JD… more
- Robert Half Legal (Napa, CA)
- …an accredited law school + Minimum of 5 years of experience in trust and estate litigation + Familiarity with litigation procedures and legal terminology + ... boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm...., you will be handling a wide range of trust and estate litigation matters such as… more
- Charles Schwab (Boston, MA)
- …and adaptability to change. + Bachelor's degree required + Previous experience as a Tax, Trust , and Estate attorney strongly preferred + At least one of ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid… more
- Robert Half Legal (Braintree, MA)
- …estates and related litigation (such as will contests), estate and trust planning, and probate administration matters. Role: Attorney Location: Braintree, MA ... Description We are offering an exciting opportunity for an Attorney /Lawyer to join a law firm in Braintree, MA....week and 1 day remote (Hybrid) Hours: 9:00pm - 5 :00pm Salary: $100,000 - $140,000 (DOE) Responsibilities: Cases and… more
- Deloitte (Columbus, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...do and the clients and industries/sectors you serve + 5 + years total corporate or international tax experience +… more
- MetLife (Overland Park, KS)
- …and shareholders. And we work in an environment founded on integrity, trust , candor, and respect, where new challenges and diverse perspectives are encouraged ... Management ("MIM") Agricultural Investments unit on all aspects of real estate mortgage lending and agricultural investments from origination through the life… more
- NBT Bank (Lakeville, CT)
- …level of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief ... as Cannon Trust or New York Bankers Trust Schools to include coursework in estate ...for distributions, payments, administrative expenses, fees, and debts. + 5 % Assist and support the Chief Trust … more
- Charles Schwab (Henderson, NV)
- …and making outright distributions to beneficiaries. + Act as liaison with estate attorney , executor, or personal representative. + Coordinate the preparation ... Coordinate the payment of any outstanding income, gift, and estate taxes due. + Research any outstanding debts of...Election, QSST, and **What you have** **Required Qualifications:** + 5 + years experience in personal trust administration… more
- Truist (Dallas, TX)
- …of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services,… more
- Robert Half Legal (Sacramento, CA)
- …Requirements - 5 + years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical skills ... Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms...knowledge of estate planning - Power of attorney forms experience - Strong verbal and written communication… more
- Truist (Wilson, NC)
- …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings,... 5 . Maintain a strong understanding of retail, small business… more
- Deloitte (Columbus, OH)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...do and the clients and industries/sectors you serve + 5 + years of public accounting experience (at least 3… more
- United Federal Credit Union (Allentown, PA)
- …that affect account management, such as trust , power of attorney , business formation and governance, guardianship, conservatorship, estate , and similar ... in litigation matters, including case management and communication with outside counsel.Time: 5 % + Perform other duties as assigned.Time: 5 % Qualifications… more