. Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession... planning, federal estate tax returns preferred Must have strong interpersonal skills, ability to work in a positive...
Our client, TrustWorks is seeking an Estate Planning attorney for an Atlanta area office. TrustWorks provides... comprehensive personalized estate planning services to help clients prepare for the future. We are in need of exceptionally...
TrustWorks is seeking an Estate Planning attorney for an Atlanta area office. TrustWorks provides comprehensive... personalized estate planning services to help clients prepare for the future. We are in need of exceptionally outgoing...
. Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession... planning, federal estate tax returns preferred Must have strong interpersonal skills, ability to work in a positive...
and review estate planning documents, including wills, trusts, and powers of attorney. · Advise clients on estate planning... to 5 years of recent experience in estate planning, with an inclination to learn about tax and the corporate world. The...
with the preparation and filing of estate planning documents, trust agreements, and related legal paperwork. Manage attorney...
that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify... planning solutions. Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure...
under attorney supervision; preparing closing letters; drafting conflict letters; assisting attorneys during estate planning... and completing questionnaires for Social Security, housing, employment, domestic relations, public benefits, and estate planning...
, planning, and controversies. Identifying client needs and working with colleagues across the Firm in order to leverage... considerations/impacts related to business restructuring or due diligence projects such as real estate transfer tax. Managing...
energy, real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering... planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients...
, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private..., partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings...
during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications..., closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings...