Private Client Attorney
2 months ago
This dynamic position encompasses a wide range of private client work, including estate and wealth planning, wills and trusts, and probate and estate administration.
Key Responsibilities:
- Estate and Wealth Planning: Develop and implement comprehensive estate plans for high net worth individuals and families.
- Wills and Trusts: Draft and execute wills, trusts, and other estate planning documents.
- Probate and Estate Administration: Manage the probate process, including estate settlement and distribution.
- Investment and Tax Planning: Provide guidance on investment and tax planning strategies to minimize tax liabilities and maximize wealth.
- Charitable Giving: Assist clients with charitable giving strategies, including donor-advised funds and private foundations.
Requirements:
- Strong knowledge of private client law, including estate and tax planning, wills, trusts, and probate.
- Ability to handle complex estate and wealth planning matters with minimal supervision.
- Excellent communication and interpersonal skills, with the ability to work with high net worth individuals and families.
Benefits:
- Competitive salary and benefits package.
- Opportunity to work with a dynamic and growing firm.
- Professional development opportunities, including training and mentorship.
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