• Tax and Wealth Planning Paralegal

    Fox Rothschild LLP (Blue Bell, PA)
    …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Bell, PA office. We are a well-established trusts and estates team with a deep client base. Our work...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
    Fox Rothschild LLP (12/09/24)
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