- American Heart Association (St. Petersburg, FL)
- …can make with us. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... This senior -level fundraising position engages with professional estate planning and wealth advisors, as well...staff members, to provide technical assistance. Success in the Sr . Charitable Estate Planning… more
- Williams Parker (Sarasota, FL)
- …answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and retirement planning goals. ... about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable and… more