. 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...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
of attorney for attorney review. Assist in updates to beneficiary designations to coordinate with new estate planning documents... meetings and/or phone conferences upon request by attorney. Prepare initial drafts of wills, trusts and durable powers...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
Finance & Lending Associate Attorney Location: Houston, TX Our client, a highly-respected AmLaw 200 national law... firm, is seeking a highly-qualified and motivated Associate Attorney to join their Finance and Lending Practice Group...
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...
and estate attorney Skills: Ability to take a proactive approach to working in a high-performing and collaborative... Preferences: 5+ years of relevant experience as a trust officer and/or a trust and estate attorney CPA, CFP, or CFTA...
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...