. 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...
, SALT, Estate Planning) for issue identification and resolution Tax Specialization Develops an in-depth understanding... required License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue...
, SALT, Estate Planning) for issue identification and resolution Tax Specialization Develops an in-depth understanding... required License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue...