Overview Experienced Trusts and Estates Partner sought by a prestigious law firm to lead the trusts and estates practice, advising high net worth clients on estate and tax matters. You will mentor a team of attorneys, draft and review essential planning documents, and develop tax-efficient wealth-transfer strategies. The role combines high-level client service with strategic leadership in a dynamic, growth-oriented environment. You will stay abreast of evolving laws to deliver the best outcomes and preserve client trust and satisfaction.
Compensation / Benefits- Medical/Dental/Vision
- 401(k)
- Origination Bonus
- Annualized Performance Bonus
Responsibilities- Provide expert legal advice on trusts, estates, and tax matters to high net worth clients
- Lead and mentor a team of attorneys in the trusts and estates practice area
- Draft and review estate planning documents, including wills, trusts, and powers of attorney
- Develop and implement strategies for tax-efficient wealth transfer and estate planning
- Manage complex estate and trust administration, including probate matters
- Cultivate and maintain client relationships, ensuring high levels of satisfaction and retention
- Stay updated on changes in tax and estate laws to provide the best advice to clients
Key requirements- Juris Doctor (JD) degree from an accredited law school
- Active attorney license in the relevant jurisdiction
- Minimum of 7 years of experience in trusts and estates law
- Strong knowledge of tax law as it pertains to estate planning
- Proven ability to work with high net worth individuals and families
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- communication
- interpersonal skills
- client relationship management
- trusts and estates law
- estate planning and document drafting (wills, trusts, powers of attorney)
- tax law related to estate planning
