, and interpreting language in trusts and other estate planning documents in order to formulate a plan for execution of the overall... and setting expectations in order to deliver an excellent client experience Discussing and explaining complex estate planning...
. 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...
Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the... country, providing expert advice and support in their estate planning needs. Extensive client contact focused on customized...
. 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 interpreting language in trusts and other estate planning documents in order to formulate a plan for execution of the overall... and setting expectations in order to deliver an excellent client experience Discussing and explaining complex estate planning...
planning documents (i.e. trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial... planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones...