Estate Planning Jobs in Charlotte
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Search Results - Estate Planning Jobs in Charlotte
CMS Law Firm LLC-Charlotte-
Most estate planning attorneys spend their days chasing new clients, tracking billable hours, or both.
Here, you'll do neither.
CMS Law Firm is a Kirkland, WA based law firm practicing estate planning and probate. We bring you pre-screened...
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Chilton Trust Company-Charlotte-
asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, New York and Palm Beach.
Our mission is to provide our clients...
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AGS Law, PLLC-Charlotte-
acquisitions for business owners
• Draft estate planning documents and assist with probate matters
• Work directly with clients and take part in negotiations
Why you’ll like it
• You’ll know a specific niche of transactional law better than almost anyone...
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Aligned Talent Acquisition-Charlotte-
firm? I'd still love to hear from you! I welcome associates from firms of all sizes and value relevant experience, skills, and career goals.
Areas of Experience
• Estate planning and wealth transfer
• Trust and estate administration
• Estate...
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Premier Financial Search-Charlotte-
advisory role with no tax compliance responsibilities, allowing you to focus on sophisticated tax mitigation, wealth transfer, estate planning, and balance sheet strategies.
You’ll serve as the team’s technical subject matter expert on its most complex...
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Legal Solutions Group-Charlotte-
transactions and litigation, like mergers and acquisitions, capital markets and securities, finance, intellectual property, restructuring, real estate, tax, employee benefits, estate planning, environmental, creditors' rights and private equity.
QUALIFICATIONS...
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Questmont Virtual Family Office-Charlotte-
professionals to ensure tax planning is integrated into the family’s broader financial, business, estate, and legacy objectives.
What You Will Do
• Review and analyze individual, corporate, partnership, and trust tax returns.
• Identify tax-planning...
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Your Practice Mastered-Charlotte-
law firms. They're firms serving their own communities directly, in practice areas like bankruptcy, divorce, estate planning, criminal defense, and immigration, plus firms that support small businesses with transactional work or asset protection.
We...
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Merritt, Webb, Wilson & Caruso, PLLC-Charlotte-
on a wide range of matters including business law, family law, landlord-tenant, consumer matters and estate planning. This non-litigation position involves extensive client contact. Additional tasks include drafting letters, reviewing contracts and other...
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Mercor-Charlotte-
or securities registration.
• Medical or financial life underwriting experience, including APS review, lab interpretation, or reinsurance referral.
• Experience with buy-sell, key-person, estate-planning, premium-finance, or executive-benefit cases.
• Experience...
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Mercor-Charlotte-careers-page.com-
underwriting experience, including APS review, lab interpretation, or reinsurance referral.
• Experience with buy-sell, key-person, estate-planning, premium-finance, or executive-benefit cases.
• Experience with suitability, Reg BI, or state replacement...
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Merritt, Webb, Wilson & Caruso, PLLC-Charlotte-
on a wide range of matters including business law, family law, landlord-tenant, consumer matters and estate planning. This non-litigation position involves extensive client contact. Additional tasks include drafting letters, reviewing contracts and other...
Read more
Mercor-Charlotte-careers-page.com-
underwriting experience, including APS review, lab interpretation, or reinsurance referral.
• Experience with buy-sell, key-person, estate-planning, premium-finance, or executive-benefit cases.
• Experience with suitability, Reg BI, or state replacement...
Read more
Merritt, Webb, Wilson & Caruso, PLLC-Charlotte-
on a wide range of matters including business law, family law, landlord-tenant, consumer matters and estate planning. This non-litigation position involves extensive client contact. Additional tasks include drafting letters, reviewing contracts and other...
Read more
Merritt, Webb, Wilson & Caruso, PLLC-Charlotte-
on a wide range of matters including business law, family law, landlord-tenant, consumer matters and estate planning. This non-litigation position involves extensive client contact. Additional tasks include drafting letters, reviewing contracts and other...
Read more
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