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Asset Protection Jobs in Bonita Springs

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United States
Posted On Jul 23, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Asset Protection due diligence equity Estate Planning estates fiduciary Insurance LLC M&A operating agreements Taxation trusts Women
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
agreements Asset Protection due diligence equity Estate Planning estates fiduciary Insurance LLC M&A operating agreements Taxation trusts Women

estate planning strategies using various trusts (revocable and irrevocable, IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts). Advise on tax-efficient transfers involving estate, gift, and GST taxes. Develop asset protection and beneficiary-controlled trust... structures. Provide guidance for blended families, specia...

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Posted On Aug 21, 26
Full-time 1 views
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate and Trust Estate Planning estates family Foreign Investment Litigation trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate and Trust Estate Planning estates family Foreign Investment Litigation trusts

Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate will be an integral part of the Trusts & Estates Section within the department at the law firm. The primary responsibilities include: - Engaging in estate planning, estate and trust...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection document review Estate Planning Insurance Living Trusts marketing trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection document review Estate Planning Insurance Living Trusts marketing trusts Wills

planning solutions, such as Asset Protection Trusts, Revocable Living... Trusts, Wills, and Powers of Attorney. - Guide clients through the entire planning process, including document review and execution. - Collaborate with paralegals to ensure timely and accurate document drafting. - Maintain accurate records...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

of duties related to trusts, estates, guardianship, and transfer taxes. Key responsibilities include: - Reviewing and analyzing wills and trust agreements where the bank serves in a fiduciary capacity to ensure protection of the bank, legal... compliance, and client satisfaction. - Examining...

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Posted On Sep 05, 26
Full-time 3 views Experience : 4-7 yrs required
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Intellectual Property - General IP_ - Trademark/Copyright-Transaction Corporate - General
Job Tags:
agreements artificial intelligence asset management Cybersecurity data privacy Data Protection Hardware Intellectual Property IP licensing Litigation Privacy technology transactions
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Intellectual Property - General IP_ - Trademark/Copyright-Transaction Corporate - General
Job Tags:
agreements artificial intelligence asset management Cybersecurity data privacy Data Protection Hardware Intellectual Property IP licensing Litigation Privacy technology transactions

laws and regulations, as well as emerging AI governance frameworks. - Counsel clients across various industries on data asset management strategies and the... development of privacy programs. - Draft, review, and negotiate a wide range of technology and commercial agreements, including SaaS,...

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Posted On Sep 24, 26
Full-time 120 views Experience : Min 1 yrs required 1 applications
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Asset Protection asset purchase agreements contracts Elder Law Energy Estate Planning estate tax Guardianship mortgages operating agreements power of attorney Probate stock purchase agreements trusts Wills
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Asset Protection asset purchase agreements contracts Elder Law Energy Estate Planning estate tax Guardianship mortgages operating agreements power of attorney Probate stock purchase agreements trusts Wills

estate planning, business planning, asset protection, elder law, and... estate administration. Provides support in the areas of research, analysis and drafting. Meets with clients to provide advice and counseling. Duties: Drafts documents, including but not limited to correspondence, wills, revocable...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

legal matters. The role involves: - Reviewing and analyzing wills and trust agreements when the company is named to serve in a fiduciary capacity. This is to ensure the protection of the company, compliance... with the law, and satisfaction of cl...

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Posted On Aug 12, 26
Full-time 6 views Experience : 1-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

a preference for those possessing business acumen for candidates with over 5 years of experience. Expertise in complex estate planning, asset protection planning, and trusts... and estates administration is complex estate planning and asset protection trusts and... e...

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