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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The ideal candidate will have extensive experience in tax compliance, federal tax, technical tax, tax planning, BSC, Bachelors Degree in Accounting, Juris Doctor, technical tax memorandum, estate planning tax attorney, tax attorney, and planning tax attorney.
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We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
$125,000 - $145,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Strategist will be a valuable member of the firm, providing education, insight, and guidance on estate planning matters both to prospective and current clients and team members.
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Understanding and familiarity with current planning/zoning standards, industry codes, and standards (IBC, ASCE, ASTM, ANSI, etc. Do you have understanding and familiarity with current planning/zoning standards, industry codes, and standards (IBC, ASCE, ASTM, ANSI, etc.
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Represent clients in estate planning proceedings, including probate and trust administration. The ideal candidate should be academically distinguished with excellent writing and analytical skills, holding a Juris Doctorate or better in Law. They must have 5+ years of relevant experience in estate planning.
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The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an degree in Taxation or Estate Planning. - Conduct legal research and analysis on complex tax and estate planning issues.
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Miller Johnson, one of Michigan’s largest full-service law firms is seeking an experienced full-time Probate and Estate Planning Attorney. The successful candidate for this role will possess two to six years of experience in legal services related to probate, estate planning, and trust administration.
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A Bachelor's Degree in Urban Planning, Economics, Finance, Real Estate, Marketing, Public Administration, Business Administration, Management, or a closely-related field. A Master's Degree in Urban Planning, Economics, Finance, Real Estate, Marketing, Public Administration, Business Administration, Management, or a closely-related field is preferred.
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Skill Set A minimum of three years of experience practicing as an Estate and Will Attorney, demonstrating proficiency in estate planning, will drafting, and probate administration.
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A leading legal firm, renowned for its expertise in estate planning and probate law, is looking to add an Attorney to their team. Stay updated on legal changes and advancements in estate planning and probate law.
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Estate Planning Paralegal Salary: $65,000-$95,000 DOE Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
$135,000 - $205,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will possess a minimum of 10 years of experience in trust administration and sophisticated estate planning solutions for high-net-worth individuals and families. Provide expert guidance in trust administration and estate planning.
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Provide expert legal advice and representation to clients in matters related to tax planning, estate planning, and wealth preservation. Draft and review legal documents including wills, trusts, powers of attorney, and other estate planning instruments.
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estate planning jobs Company: Wells Fargo
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