Estate Planning Associate Attorney Location: Houston, Tx Experience Level: 2+ Years Bar Admission: Active Texas Bar... planning attorney Exposure to complex, high-value estate matters Collaborative small-firm environment Competitive...
on estate planning, asset protection, and wealth transfer strategies within a collaborative and well-resourced environment... with individuals, families, and business owners on comprehensive estate planning and wealth preservation matters. The role includes...
that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify... planning solutions. Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure...