Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients... of law firm or law firm/in house estate and/or wealth planning experience Requires a J.D. and current or prior law firm...
. Job Responsibilities : Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument... and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust...
to post-mortem planning exercises and account administration. Advanced degree such as JD, industry certification... fiduciary for families. Job Responsibilities: Work with the Account Opening Group to open estate or trust accounts...
, including gift and estate tax planning. Candidates should possess superior communication, drafting, writing, and research skills... Key Responsibilities & Qualifications: Experienced estate planning lawyer with broad experience, including complex...
or other professional designation is strongly preferred. Advanced knowledge of estate planning and tax laws, trust, fiduciary income... world’s most sophisticated clients using leading technology and exceptional service. SENIOR ESTATE ADMINISTRATOR OH...
in tax or other advanced degree or professional certification Estate or financial planning experience Experience..., DE, and will be experienced in sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting...
project. Assist development managers with budget preparation, including corporate departmental budgets and capital planning... required. Bachelor's degree required, preferably in Finance, Real Estate, or a related field. Minimum of 2 years of experience in real...
required preferably in real estate, finance, business, architecture, construction management or related field. At least 5 years... of experience working in real estate, finance or development required. Background in architecture and/or construction preferred...
. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects..., including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists...
on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit... management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise...
- 15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, asset... recommendations, redesign of processes, and creative problem solving. Facilitates planning sessions to develop new solutions...
. Coordinate with investment, tax, and estate planning professionals to provide holistic financial solutions tailored to clients...’ needs. Business Development & Growth: Collaborate with internal wealth management, private banking, and estate...
for clients Write comprehensive articles on a variety of legal topics including personal injury, estate planning, real estate... of niche topics including contracts, real estate, consumer legal protections, employee rights, and family law Experience...
of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning... administration, estate planning, or related fields. Due to the complexity of this portfolio, experience in working with ultra-high...
real estate, specialty lending and treasury management. KEY ACCOUNTABILITIES Support the Bank's compliance... and procedures Participate in strategic planning initiatives, providing compliance insights to support the bank's growth...
on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit... management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise...
as a relationship manager in trust administration, estate administration, estate planning, or related fields JD, MBA, CTFA or CPWA...
competencies: Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products.... 7. Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products...