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Wealth Transfer Jobs in Bonita Springs

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United States
Posted On Sep 10, 26
Full-time 3 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning
Practice Area:
Estate & Tax Planning Probate Corporate - Contract Law Real Estate - General Real Estate - Finance Real Estate - Tax Real Estate - Purchase and Sale (Commercial) Real Estate - Residential Transactions Trusts and Estates - General Corporate - General Tax - General
Job Tags:
acquisitions agreements commercial real estate due diligence easements Estate Planning estates family Land Use lease partnerships private client Probate purchase and sale agreements Taxation title trusts wealth transfer zoning

real estate aspects of wealth transfer strategies, succession planning,... and tax-efficient structuring. - Advise private clients, family offices, and trusts on residential and commercial real estate acquisitions, dispositions, and financings. - Structure and negotiate real estate transactions involving estate planning vehicles s...

Posted On Sep 03, 26
Full-time 26 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Domestic Violence Estate Planning family title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Domestic Violence Estate Planning family title trusts Wills

Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only.** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....

Posted On Sep 09, 26
Full-time 18 views Experience : Min 15 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

estate planning, tax and transfer planning, and business succession... planning. - Represent high net-worth individuals in estate planning matters. - Manage trust and estate administration. - Demonstrate business development experience, including maintaining and expanding a meaningful portable book of business. - Simultaneously juggle multiple...

Posted On Sep 05, 26
Full-time 17 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

of trust, estate, and wealth preservation. The candidate will... be expected to manage client relationships directly and handle complex estate planning and drafting for clients with taxable estates. Key responsibilities include: - Planning and drafting estate plans for clients with taxable...

Posted On Sep 05, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

the Trust, Estate & Wealth Preservation group. - Plan and... taxable estates, focusing on the transfer of multi-generational wealth. - Utilize complex estate planning... instruments such as GST-exempt trusts, GRATs, SLATs, and IDGTs. - Conduct post-mortem administration tasks. - Prepare and/or review tax return...

Posted On Aug 03, 26
Full-time 6 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning fiduciary gift tax Probate trusts Wills

Care Directives, irrevocable trusts, and business planning documents. - Provide advice on estate, gift, GST tax, and income tax matters, focusing primarily on estate and tax planning for mid to high net worth individuals and families, including income tax, transfer tax...

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

Trusts & Estates / Wealth Preservation Job Responsibilities: - Estate Planning... for Families: Design and implement advanced 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...

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...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse
Practice Area:
Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
equity Estate Planning estates gift tax Immigration Permanent Residency spouse

ESTATE PLANNING SENIOR ASSOCIATE/COUNSEL/JUNIOR PARTNER Job Title: International Estate Planning Senior Associate/Counsel/Junior Partner Job Responsibilities: - Advising . clients with foreign assets on optimal structures to hold those assets to minimize . taxes and coordinating with foreign counsel. - Structuring estate plan documents to benefit...

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...

Posted On Jul 31, 26
Full-time 5 views Experience : 4-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

the Trust, Estate & Wealth Preservation group in Naples,... and growth needs, focusing on clients with taxable estates and multi-generational wealth direct client relationships... and and draft estate documents for clients with taxable the transfer of w...

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