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Trusts Jobs in Fort Mill

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United States
Posted On Jun 25, 26
Full-time 1 views
Job Tags:
Elder Law Estate Planning health insurance Insurance Software trusts Wills
Job Tags:
Elder Law Estate Planning health insurance Insurance Software trusts Wills

legal documents such as trusts, wills, powers of attorney,... and real estate deeds under the guidance of an attorney. - Manage and update drafting notes, trackers, and client files to ensure all information is current and accurate. - Prepare and send PDF...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - Financial Services Regulation Finance - General
Job Tags:
agreements contracts ERISA fiduciary Financial Industry Regulatory Authority FINRA health benefits marketing Securities securities laws stock options trusts
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - Financial Services Regulation Finance - General
Job Tags:
agreements contracts ERISA fiduciary Financial Industry Regulatory Authority FINRA health benefits marketing Securities securities laws stock options trusts

Title: Vice President, Assistant General Counsel - Retirement Job Responsibilities: - Advise on the impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian, and record keeper. This includes regulatory developments from the Department of...

Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Northeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
artificial intelligence consumer protection Cybersecurity Data Protection emerging technologies health benefits partnerships Privacy privacy laws Registered Investment Advisor regulatory compliance stock options
Job Tags:
artificial intelligence consumer protection Cybersecurity Data Protection emerging technologies health benefits partnerships Privacy privacy laws Registered Investment Advisor regulatory compliance stock options

Title: Senior Vice President, Chief Privacy Officer Job Responsibilities: Enterprise Privacy Governance: - Lead and enhance the enterprise privacy and data protection program. - Establish and maintain privacy governance frameworks, policies, standards, and procedures in line with regulatory requirements and industry best practices. - Ensure...

Posted On Sep 11, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate

Title: Paralegal Job Responsibilities: - Draft estate planning documents with precision and adherence to legal standards. - Handle estate administration processes efficiently and accurately. - Work directly with clients to gather necessary information and provide guidance on estate planning and probate matters. - Utilize strong...

Posted On Aug 18, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

Title: Estate Planning or Elder Law Attorney Job Responsibilities: The Estate Planning or Elder Law Attorney is responsible for providing expert legal services in the areas of estate planning, trust and estate administration, and elder law. The attorney will support and represent...

Posted On Jul 16, 26
Full-time 10 views Experience : 3-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

Job Title: Trusts & Estates Associate (3-8... Years) Job Responsibilities: The Trusts & Estates Associate will... be part of the Trusts & Estates Practice Group... the creation of wills, trusts, and other legal documents... to ensure their wishes are honored. - Estate Administration:...

Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills

of assets, and estate, gift, and income tax returns. - Assist attorneys in drafting wills, revocable trusts with tax planning provisions,... irrevocable trusts, flow charts, estate planning... documents, and estate litigation documents. - Manage the estate administration process from beginning to e...

Posted On Jun 12, 26
Full-time 14 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Corporate - M&A Corporate - Asset/Investment Management Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - International Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Asset Protection commercial real estate corporate transactions equity Estate and Trust Estate Planning estate tax family fiduciary finance Partnership Taxation title wealth transfer
Practice Area:
Estate & Tax Planning Corporate - M&A Corporate - Asset/Investment Management Tax - Private Client Services Tax-General Practice (Transaction) Tax - M&A and Transactions Tax - International Trusts and Estates - General Corporate - General Tax - General
Job Tags:
Asset Protection commercial real estate corporate transactions equity Estate and Trust Estate Planning estate tax family fiduciary finance Partnership Taxation title wealth transfer

Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney at the law firm will be responsible for delivering top-tier legal solutions in estate planning, tax, corporate transactions, commercial real estate, and finance. The role involves working closely with private clients, entrepreneurs,...

Posted On Sep 11, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate

Title: Paralegal - Estate & Wealth Planning Job Responsibilities: - Abide by the ethical requirements set forth by the Rules of Professional Conduct. - Draft and prepare various legal documents including federal estate and gift tax returns, probate documents, estate accountings, and estate...

Posted On Jun 30, 26
Full-time 7 views
Practice Area:
Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC
Practice Area:
Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Estate & Tax Planning Real Estate - General Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC

Attorney Job Title: Associate Attorney Job Responsibilities: - The Associate Attorney will be responsible for handling tasks related to real estate closings and estate planning in both North Carolina and South Carolina. - The candidate must demonstrate a willingness to generate business for...

Posted On Jul 30, 26
Full-time 1 views Experience : 2-10 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

Posted On Aug 21, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Attorney - Estate and Financial Planning Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations to gather necessary information and help them take actionable steps. - Design...

Posted On Aug 18, 26
Full-time 8 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial and estate planning strategies and is adept at interpreting legal and...

Posted On Sep 02, 26
Full-time 14 views Experience : 4-5 yrs required
Practice Area:
Finance - Structured Finance
Job Tags:
Capital Markets corporate trust finance structured finance
Practice Area:
Finance - Structured Finance
Job Tags:
Capital Markets corporate trust finance structured finance

Title: Finance Corporate Trust - Associate Job Responsibilities: The primary responsibilities for the Finance Corporate Trust Associate include engaging in a broad range of capital markets transactions. The role places particular emphasis on structured finance, requiring the associate to manage and execute...

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