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in Toronto, OH
HNW Estate Planning Lawyer
•10 days ago
Hours | Full-time, Part-time |
---|---|
Location | Toronto, Ohio |
About this job
Job Description
Job Description
- Partner with IA's to provide Estate consulting services for HNW clients with $1M+ investable assets, avg $4-5M with large complex client referrals as well.
- Create comprehensive summary letters
- Providing reviews and feedback on estate plans and related tax rules and planning opportunities including insurance strategies.
- Stay up to date on current legislation