Charitable Trust Estate Planning Attorney Jobs in Cambridge
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Trusts and Estates - General Attorney in Boston, MA
Boston, MA
Type: Full Time | Posted Date: Oct 28, 2024
SUMMARY: Position Description: - Estate Planner/ Fiduciary Counsel in Wealth Planning department at Bessemer Trust in Boston, MA - Requisition ID: 2316 Estate Planning & Client Service: - Review and advise on clients' estate planning and trust documents, working with Client Advisors and outside advisor...
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Estate & Tax Planning Attorney in Cambridge, MA
Cambridge, MA
Type: Full Time | Posted Date: Oct 22, 2024
SUMMARY: Estate Planning Attorney The candidate will conduct client meetings to design and deliver estate plans. Maintain detailed notes of all meetings, phone calls & follow-ups. Draft & Review estate planning documents for clients (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT, Irrevocable Trusts, etc.). ...