with client’s other professionals, such as CPA, estate attorney, insurance agents, and banker, “quarterbacking” the overall... and implementation of a client’s holistic and personalized plan, including portfolio allocation and the client’s overall wealth planning...
of a broad range of wealth products and services including financial planning, asset management, personal trust and estate... planning, insurance and risk management services, consumer/commercial credit, residential lending, commercial real estate...
Our growing elder law and estate planning firm is seeking a well-qualified senior attorney who can lead our busy estate... planning department. This position involves working directly with clients to design personalized estate planning...