In House Counsel Jobs New York | JDHuntr 63091 Counsel Trust $250K - $275K (Hybr Job
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Employer: Other
SpiderID: 13657114
Location: New York, New York
Posted: 1/26/2024
Wage:
Priority Review Date: 4/25/2024
Job Code / NOC / SOC:
Category: Legal
Job Description:
In House Counsel Jobs New York | JDHuntr 63091 Counsel Trust $250K - $275K (Hybrid), New York, NY
*Provide clients with holistic review of estate and wealth transfer plans, including recommendations on options to best achieve wealth transfer goals, working in collaboration with relationship teams and outside professional advisors. *Liaise with internal team members and outside professional advisors to gather all relevant information, then develop and implement any changes or additions to the client plans. *Understand and update team and clients regarding changes to federal, state and local estate, gift and income tax laws and proactively identify impact to client plans $250K - 275K
“A company or JDHuntr may amend or withdraw jobs and reserves the right to do so at any time, including prior to any advertised closing date.”
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*Provide clients with holistic review of estate and wealth transfer plans, including recommendations on options to best achieve wealth transfer goals, working in collaboration with relationship teams and outside professional advisors. *Liaise with internal team members and outside professional advisors to gather all relevant information, then develop and implement any changes or additions to the client plans. *Understand and update team and clients regarding changes to federal, state and local estate, gift and income tax laws and proactively identify impact to client plans $250K - 275K
“A company or JDHuntr may amend or withdraw jobs and reserves the right to do so at any time, including prior to any advertised closing date.”
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Contact Information:
| Contact Name: JD Huntr | Type: |
| Company: Other | |
| Web Site: https://www.jdhuntr.com | |