. 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...
. 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...
management, estate planning, and fiduciary matters to internal stakeholders. Contract Management: Review, draft, and negotiate..., estate planning, or a related field, preferably in-house. Deep understanding of investment products, fiduciary duties...