. 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...
and execute complex estate planning documents. Assist with probate and estate administrations. Preparation of Gift and Estate...Join our team in Chicago as a full-time associate attorney specializing in Wills, Trusts, and Estates. We are in search...
and reviewing estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. Representing...Trust and Estate Attorney Position Overview We are seeking a highly motivated and experienced Trust and Estate...
and reviewing estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. Representing...Trust and Estate Attorney Position Overview We are seeking a highly motivated and experienced Trust and Estate...
: Relationship Management: Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing... materials for client presentations and analyzing complex estate planning, tax, trust and philanthropic issues. Serving...
planning and administration. Must have experience in estate and gift tax complex planning (including GRATS, CRUTS, SLATS, IDGTs.... Qualified candidates must have 8+ years of experience serving high net worth individuals and families on all levels of estate...
. Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets..., investment management, security custody, financial consulting, estate and tax planning). 11. Initiates and follows through...
Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance...; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning...
Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance...; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning...
to business clients with pass through entities and to their business owners. Job Duties: Performs tax planning, preparation..., standards, and the BDO Tax Quality Manual (“TQM”) Significant knowledge of taxation related to personal income, estate and gift...
to business clients with pass through entities and to their business owners. Job Duties: Performs tax planning, preparation..., standards, and the BDO Tax Quality Manual (“TQM”) Significant knowledge of taxation related to personal income, estate and gift...