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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: 1. Client Advisory & Technical Leadership: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

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Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

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Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Title: Probate Paralegal Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in the creation of accurate and efficient estate plans that align with the clients' wishes. The role involves being available for an initial 'start' meeting within five...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: Client Advisory & Technical Leadership: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession...

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Posted On Aug 20, 26
Part-time 2 views
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including strategies such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. -...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services,...

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

Title: Experienced Estate Planning and Elder Law Attorney Job Responsibilities: - Draft wills, trusts, powers of attorney, and healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare...

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