Grantor Trust Jobs in Kennesaw

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United States
Full-time Experience : 1-3 yrs required

high and ultra-high net worth individuals and businesses. - Draft wills and complex estate planning documents, including Grantor Retained Annuity Trusts (GRATs),... intentionally defective grantor trusts, charitable trusts, and... similar documents. - Counsel clients on estate, gift, and generation-skipping transfer tax planni...

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Senior Estate Specialist Duties: Will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the deliv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Estate Specialist Duties: Will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the deliv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Office Specialist Duties: Will be expected to provide estate, tax and financial planning support to help multi-generational high-net worth clients and their families achieve their goals. Work alongside Family Office Advisors to develop high quality, accurate, comprehensive and professional reports and presentations that integrate a Biblical worldview and take into account all aspects of family member accounts and subsequent/consequential results of recommendations o... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Estate Specialist Duties: Will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the deliv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Estate Specialist Duties: Will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the deliv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Estate Specialist Duties: Will be responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (estates, deceased grantor trusts, marital trusts, agency... for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic manner which results in the deliv... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate Settlement Officer III Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing... estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement exper... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate Settlement Officer III The candidate will be managing the larger, more complex probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing... estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Strategist The candidate independently review estate planning documents (., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations. Assist with modeling wealth transfer and philanthropic strategies for clients. Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues. Assist with the team's administrative tasks and intellectu... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Strategist The candidate independently review estate planning documents (., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations. Assist with modeling wealth transfer and philanthropic strategies for clients. Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues. Assist with the team's administrative tasks and intellectu... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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