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Wealth Transfer Jobs in Erlanger

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United States
Posted On Sep 02, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Practice of Law trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary Practice of Law trusts wealth management wealth transfer Wills

clients in estate planning, wealth management, and family management... and administering trusts, advising on tax-efficient wealth transfer strategies, and assisting... with estate and fiduciary administration. The attorney will be expected to manage multiple projects and deadlines effectively, engage in inte...

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Posted On Sep 24, 26
Full-time 32 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates family Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates family Probate trusts

with experienced practitioners to enhance legal acumen and advance skills. - Engage in international estate planning, advising clients worldwide on . estate planning and transfer tax matters. - Develop and... manage complex estate planning matters involving asset protection and lifetime gifting s...

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Posted On Aug 25, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary health insurance Insurance Probate shareholders trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary health insurance Insurance Probate shareholders trusts Wills

Title: Estate Planning and Tax Associate Attorney Job Responsibilities: The Estate Planning and Tax Associate Attorney is responsible for working closely with experienced shareholders and developing their own practice in a client-focused environment. Key responsibilities include: - Preparing and reviewing wills, trusts, powers...

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Posted On Sep 25, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Profit Sharing Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Profit Sharing Software

Title: Paralegal Job Responsibilities: - Assist Estate Planning and Administration attorneys with relevant plans, ancillary documents, client communications, and tax documents. - Coordinate and communicate with financial planners, Certified Public Accountants, and other external individuals for asset transfers during a client’s lifetime or...

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Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution teams to support case...

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Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

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Posted On Jul 21, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Insurance Probate Profit Sharing Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Financial Institutions health insurance Insurance Probate Profit Sharing Software

fiduciaries, beneficiaries, financial institutions, and probate courts. - Prepare inventories, accounts, and other probate court filings. - Assist with the collection, transfer, and distribution of estate... assets. - Coordinate deadlines and maintain accurate case files. - Assist with trust estate administration matters. - Support...

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Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution teams to support case...

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Posted On Aug 14, 26
Full-time 4 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

clients in estate planning, wealth management, and family management... role involves drafting and administering trusts, advising on tax-efficient wealth transfer strategies, and assisting... with estate and fiduciary and administer trusts and estate planning clients on tax-efficient wealth tran...

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