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We do this by providing estate planning and probate/trust administration services professionally and with care, with a focus on wills, trusts, asset protection, guardianship, and probate administration.
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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Serves as the specialist in advance wealth and estate planning and fiduciary administration within Personal Trust. Under the direction of the Personal Trust Department Manager, this position will be responsible for the efficient administration of Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent.
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Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
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Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and ensure accurate account set up from inception.
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Federal Realty Investment Trust is a proven leader in the ownership, operation, development, and redevelopment of premium retail real estate in the country's best markets. 7+ years of commercial real estate lease administration experience required, including operating expense reconciliations, 3+ years in a managerial role.
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The Trust & Estate Senior Specialist will have 7+ years of trusts and estates law practice in a law firm, or similar in-house experience as a trusts and estate planning attorney.
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About the Company: Family Estate Planning Law Group is a nationally recognized boutique estate planning and elder law firm seeking an experienced Estate Planning Attorney (8 years +) to provide estate planning and trust administration services to individuals and their families.
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The ideal candidate will have a minimum of 5 years of experience in multi-generational estate planning, trust administration, and estate settlement, with a focus on serving high-net-worth families and business owner clients.
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Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Serving as a resource and providing legal advice to internal partners in our Wealth Management business concerning on-going trust, estate and guardianship administration matters and questions that arise.
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Managing and overseeing estate administration processes, including probate and trust administration. Conducting legal research and staying updated on relevant laws and regulations in estate planning and administration.
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A minimum of 5 years of experience in estate planning and estate administration. Advising clients on estate planning strategies, tax implications, and asset protection.
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Thomas J. Dwyer & Associates, LLC is a law firm that provides professional services in connection with: tax compliance; estate planning; estate & trust administration (including probate administration); IRS & state tax controversies; and business formations & transactions.
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Manage estate administration, including probate and trust administration. The successful candidate will offer specialized legal counsel in estate planning, managing a range of tasks from client consultation to document drafting and estate administration.
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trust administration jobs Title: associate attorney estate planning in Annandale, Virginia
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