Asset Protection Jobs in Waunakee

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United States
Full-time 8 views Experience : Min 8 yrs required

of wealth management. - Address asset protection and gift and... estate tax issues. - Collaborate primarily with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to detail and provide high-quality, personalized service. - Handle multiple projects effecti...

Full-time 7 views Experience : 2-5 yrs required

TITLE: Estate Planning Attorney JOB RESPONSIBILITIES: - Assist clients in designing estate plans that align with their goals and budgets. - Conduct client meetings to gather information, understand client concerns, and explain planning options. - Draft timely and accurate estate...

Full-time 1 views Experience : 4-7 yrs required

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

Posted On Sep 25, 26
Full-time 1 views Experience : 2-5 yrs required

summarize client and decedent asset data. - Draft legal documents... and reports including inventories, accountings, and funding summaries. - Maintain accurate billing and meet productivity expectations. - Regularly communicate with clients regarding case status, next steps, and follow-ups. - Record deeds and facilitate communicatio...

Posted On Sep 25, 26
Full-time Experience : 2-5 yrs required

efficiently and effectively. - Collect, analyze, and summarize client and decedent asset data to support legal... processes and client needs. - Draft legal documents and reports, including inventories, accountings, and funding summaries, to maintain accurate records and facilitate legal proceedings. - Maintain a...

Full-time 2 views Experience : 2-11 yrs required

Licensing, Data Privacy, and Security team in Madison, WI. The position offers a hybrid work clients on compliance with data privacy and cybersecurity laws and AI governance clients on data asset management strategies and privacy... program , revi...

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